Insightful Investor

Insightful Investor

The Insightful Investor is a weekly podcast hosted by Alex Shahidi, Co-CIO of one of the nation’s leading RIAs. In a conversational, “fireside chat” format, Alex interacts with some of the world’s premier investors and business icons to share market insights rarely found elsewhere. While many investors echo common sentiments, our “insights” include concepts that we believe are counterintuitive, widely misunderstood, or underappreciated. With over two decades of experience managing billions of dollars in client assets, Alex offers unique access to some of the industry’s top thinkers. He has authored two investment books and contributed to leading journals, and he consistently ranks among the elite financial advisors by Forbes and Barron’s. As an independent and innovative voice, Alex offers a fresh take on investing. We invite you to tune in and would love to hear your feedback. https://insightfulinvestor.org/

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Episoder(128)

#103 - Alex Shahidi: Top 10 Insights of 2025 (Part 2)

#103 - Alex Shahidi: Top 10 Insights of 2025 (Part 2)

As 2025 draws to a close, we’re proud to present the year’s top 10 insights, ranked from 10 to 1. This episode features the top 5 insights. Last week we unveiled insights 10 through 6.-This podcast/we...

30 Des 20252h

#102 - Alex Shahidi: Top 10 Insights of 2025 (Part 1)

#102 - Alex Shahidi: Top 10 Insights of 2025 (Part 1)

As 2025 draws to a close, we’re proud to present the year’s top 10 insights, ranked from 10 to 1. This episode features insights 10 through 6, while our final release of the year will unveil the top 5...

23 Des 20251h 14min

#101 - Pablos Holman: Hacking, Deep Tech & AI

#101 - Pablos Holman: Hacking, Deep Tech & AI

Pablos is a legendary hacker, inventor, and deep‑tech investor who helped launch Blue Origin and co‑founded Intellectual Ventures Lab with Microsoft’s first CTO. He explains what responsible hacking m...

16 Des 202549min

#100 - Rajiv Jain: AI Hype Echoes Past Tech Bubble Risks

#100 - Rajiv Jain: AI Hype Echoes Past Tech Bubble Risks

Rajiv, CIO and Founder at GQG, managing $167 billion in assets (as of 9/30/25), warns today’s AI boom echoes the dot-com bubble. From stretched valuations to unsustainable spending, he sees cracks for...

9 Des 202545min

#99 - Joe Davis: Megatrends and the Tug-of-War Economy

#99 - Joe Davis: Megatrends and the Tug-of-War Economy

Joe is Global Chief Economist and Head of the Investment Strategy Group at Vanguard. He dives into the major forces reshaping markets—from AI-driven innovation to demographic headwinds and rising debt...

2 Des 20251h 10min

#98 - Mark Sear: Industry Evolution

#98 - Mark Sear: Industry Evolution

Mark is Co-Founder of Evoke Advisors, with more than three decades advising wealthy families and institutions. Mark reflects on his investing passions, client-first philosophy, and the lessons he’s dr...

25 Nov 202546min

#97 - Paul Pagnato: Inside the Longevity Revolution

#97 - Paul Pagnato: Inside the Longevity Revolution

Paul is a former scientist and longtime financial advisor turned longevity expert and founder of Humanaut Health and Transparency Global. In this episode, we explore the science of living longer, the ...

18 Nov 202544min

#96 - Aakash Doshi: The Strategic Case for Gold

#96 - Aakash Doshi: The Strategic Case for Gold

Aakash is the Global Head of Gold Strategy at State Street Investment Management, one of the world’s largest asset managers. He shares insights on gold’s historic resilience, its role as a portfolio d...

11 Nov 20251h 1min

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