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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Avsnitt(131)

#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

#95 - Howard Levkowitz: The Past, Present, and Future of Private Credit

#95 - Howard Levkowitz: The Past, Present, and Future of Private Credit

Howard is co‑founder of Tennenbaum Capital Partners, where he helped build one of the early success stories in private credit before leading its integration into BlackRock. In this episode, he shares ...

4 Nov 202536min

#94 - Gabriel Caillaux: Growth Equity in a Tech-Driven Market

#94 - Gabriel Caillaux: Growth Equity in a Tech-Driven Market

Gabe is Co-President at General Atlantic, a global growth equity firm managing approximately $114 billion in assets as of June 2025. He discusses growth equity investing and how GA partners with visio...

28 Okt 202559min

#93 - Alex Ehrlich: The Leadership Pyramid, Team-Centered Culture

#93 - Alex Ehrlich: The Leadership Pyramid, Team-Centered Culture

Alex is founder and CEO of Percapita and a longtime senior executive at Goldman Sachs, UBS, and Morgan Stanley. He shares four decades of insights—from his “Leadership Pyramid” philosophy and the valu...

21 Okt 20251h 13min

#92 - Kipp deVeer: Steering Ares’ Growth in Alternatives

#92 - Kipp deVeer: Steering Ares’ Growth in Alternatives

Kipp is Co-President of Ares Management, which manages $572 billion in assets (as of 6/30/25) and is a global leader in alternative investments. He discusses Ares’ rapid growth, leadership strategy, a...

14 Okt 202542min

#91 - Steven Romick: Value, Quality, and Adaptability

#91 - Steven Romick: Value, Quality, and Adaptability

Steven is Co-Managing Partner of First Pacific Advisors and long-time steward of the FPA Crescent Fund’s flexible, risk-aware approach, with FPA managing $28 billion as of June 2025. In this episode, ...

7 Okt 202541min

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