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(130)

#89 - Brock Sutton: Adapting to the AI Era

#89 - Brock Sutton: Adapting to the AI Era

Brock is Head of Emerging Client Capabilities at Capital Group. In this conversation, he explores the transformative impact of AI, demystifies AI’s role in technology, and discusses its effects on job...

23 Sep 20251h 3min

#88 - Bruno del Ama: Leadership, Spirituality, Growth, Fulfillment

#88 - Bruno del Ama: Leadership, Spirituality, Growth, Fulfillment

Bruno is a pioneering entrepreneur and co-founder of Global X and Sangha. In this episode, he shares his unique journey from launching a multibillion-dollar asset management firm during the financial ...

16 Sep 20251h 10min

#87 - Eduardo Repetto: Financial Science Meets Portfolio Innovation

#87 - Eduardo Repetto: Financial Science Meets Portfolio Innovation

Eduardo is CIO of Avantis Investors, which manages over $75 billion in assets (as of 6/30/25). In this episode, Eduardo shares lessons learned from his journey as a scientist turned portfolio innovato...

9 Sep 202551min

#86 - Jason Thomas: Inflation, AI Economics, Tariffs, Private Markets

#86 - Jason Thomas: Inflation, AI Economics, Tariffs, Private Markets

Jason, Head of Global Research and Investment Strategy at Carlyle ($465B AUM as of 6/30/25), discusses the challenges of persistent inflation and government debt, and the shifting nature of portfolio ...

2 Sep 20251h 15min

#85 - Darell Krasnoff: Wealth Management Evolution, Leadership

#85 - Darell Krasnoff: Wealth Management Evolution, Leadership

Darell, managing partner at Evoke Advisors, co-founder of Bel Air Investment Advisors, and ex-Goldman Sachs Partner and manager of their Los Angeles office for private client services in the 1990s, sh...

26 Aug 20251h 4min

#84 - Carl Ross: EM Debt, Global Shifts, Opportunities

#84 - Carl Ross: EM Debt, Global Shifts, Opportunities

Dr. Carl Ross, partner and lead researcher for Emerging Country Debt at GMO, brings decades of expertise in sovereign credit across emerging markets. He shares his perspectives on the evolution, risks...

19 Aug 20251h 8min

#83 - Yie-Hsin Hung: Leadership, Innovation, Adaptability

#83 - Yie-Hsin Hung: Leadership, Innovation, Adaptability

Yie-Hsin, President and CEO of State Street Investment Management, shares her journey from engineering to leading one of the world’s largest asset managers with $4.6T AUM (as of 3/31/25). She discusse...

12 Aug 202533min

#82 - Tony Davidow: Alternatives, Education, Bridging Investor Gaps

#82 - Tony Davidow: Alternatives, Education, Bridging Investor Gaps

Tony is a senior alternatives investment strategist at Franklin Templeton, which manages $1.6T in assets (as of 6/30/25). Tony shares his journey across family offices and institutions, explores the e...

5 Aug 20251h 3min

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