Podcast
Insightful Investor
Hosted by Alex Shahidi · EN
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/
58episodes
Episodes
Newest firstAll episodes
#55 - Lawrence Golub: Private Credit Evolution
Jan 28, 202500:50:27Tap to summarizeLawrence is the Founder and CEO of Golub Capital, a leading alternative investment manager specializing in private credit and direct lending, that he launched in 1994. In this podcast, Lawrence shares deep insights into private credit markets and his pioneering approach to middle-market lending, offering a nuanced perspective on the industry's challenges and opportunities.
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#54 - Cliff Asness: Quant Investing, Market Inefficiency
Jan 21, 202501:21:51Tap to summarizeCliff is a Founder, Managing Principal and CIO at AQR Capital Management. As a pioneering quantitative investor, he provides listeners with a unique blend of academic rigor and practical wisdom about understanding modern investment challenges and explores a counterintuitive thesis that markets are becoming less efficient over time.
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#53 - Andrew Rubinstein: Healthcare Industry, Biotech Investing
Jan 14, 202500:43:16Tap to summarizeAndrew is co-founder of Oberland Capital, a healthcare investment manager with $3.5 billion in assets (as of 11/30/24). In this episode, he shares valuable insights into the challenges and opportunities across the U.S. healthcare industry, with a focus on biotech as a driver of innovation. Tune in to explore the evolving landscape and discover key investment opportunities from this industry expert.
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#52 - David Chene: Non-Sponsor Backed Private Credit
Jan 7, 202501:04:18Tap to summarizeDavid is the co-founder and co-portfolio manager of Kennedy Lewis, an alternative investment firm specializing in credit strategies with over $17 billion in AUM (as of 11/13/24). David shares valuable insights into non-sponsor backed lending and provides an overview of the private credit landscape.
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#51 - Alex Shahidi: Top 10 Insights of 2024 (Part 2)
Dec 17, 202400:46:19Tap to summarizeAs we wrap up 2024, I'm excited to highlight the top 10 insights from this year's episodes, ranked from 10 to 1. These insights are presented in two parts: insights 10 through 6 were released last week, and today, we reveal the top 5 insights.
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#50 - Top 10 Insights from 2024 (Part 1)
Dec 10, 202400:53:47Tap to summarizeAs we conclude 2024, I’m excited to highlight the top 10 insights from this year's episodes, ranked from 10 to 1. We’ll present these insights in two parts: this episode will count down insights 10 through 6, while the final episode of 2024 will reveal the top 5 insights.
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#49 - Mike Odrich: PE, Operational Value Add, A&M
Dec 3, 202401:11:54Tap to summarizeMike is a Managing Partner and Founder of A&M Capital Partners, which is a private equity firm that manages $5.9B of total commitments (as of 9/30/24). In this episode, Mike shares valuable insights on how to add value to companies through operational improvements, leveraging the unique partnership with A&M Consulting.
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#48 - Ben Inker: Value Investing, Market Outlook
Nov 26, 202401:26:56Tap to summarizeBen is Co-Head of GMO's Asset Allocation team and serves as a partner and portfolio manager at the firm. Founded in 1977, GMO manages over $65B (as of 9/30/24), and is renowned for its expertise in multi-asset class portfolios. In this episode, Ben shares his insights on his investment framework, the principles of value investing, and his perspectives on current market conditions.
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#47 - Alex Shahidi: 4 Biggest Mistakes Investors Make
Nov 19, 202400:50:06Tap to summarizeIn this unique episode, Alex draws from 25 years of experience as a financial advisor and wisdom gleaned from conversations with some of the world's smartest investors. Instead of featuring a guest, Alex shares personal insight on the four biggest mistakes that he has seen investors make in his experience, offering valuable guidance, aimed at helpinglisteners achieve better long-term outcomes by avoiding common pitfalls.
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#46 - David Hou: Industry Insights
Nov 12, 202401:00:38Tap to summarizeDavid is co-founder and Managing Partner of Evoke Advisors and widely recognized as an industry trailblazer with over 32 years in wealth management. Having witnessed and contributed to the evolution of the industry, David shares valuable insights from his extensive experience as a dedicated client advocate.
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