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
#45 - David Dredge: Risk Management (Part 2)
Nov 5, 202401:24:01Tap to summarizeThis is part 2 of my conversation with Dave (part 1 was episode #43). Dave has over 30 years of experience managing risk across global markets and is the founder and CIO of Convex Strategies, based in Singapore. Dave shares insights about risk management, including identifying flaws in conventional risk frameworks.
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#44 - Jeff deGraaf: Technical Analysis
Oct 29, 202401:12:47Tap to summarizeJeff is the founder, Chairman, CEO, and Head of Technical Research at Renaissance Macro Research, which he launched in 2011. A member of Institutional Investor's Analyst Hall of Fame, Jeff has been ranked the #1 technical analyst on Wall Street for over a decade. He shares insights about the benefits of technical analysis compared to fundamental analysis.
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#34 - Jeffrey Sherman: Fixed Income, Market Outlook
Aug 20, 2024Tap to summarizeJeffrey is Deputy CIO of DoubleLine Capital, which manages over $90B (as of 6/30/24). Jeffrey provides excellent insights into the big economic picture, the fixed income market, and investment outlook.
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#19 - Michael Bego: Secondaries, Private Markets
May 7, 2024Summary readyMike is Founder and Managing Partner of Kline Hill Partners, a $5B alternative asset manager that invests in secondaries. Mike shares insights about the secondaries market and private investments.
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#6 - Tony Cusano: Private Markets, Secondaries
Feb 6, 2024Summary readyTony Cusano is the Co-Founder and Managing Partner of Banner Ridge, a $7B alternative asset manager that focuses on secondaries. Tony describes the private market landscape and the unique opportunities available in the secondaries market.
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#3 – Bob Elliott: Portfolio Construction, Outlook
Jan 16, 2024Summary readyBob Elliott serves as the CEO, CIO, and co-founder of Unlimited, a company that leverages the power of machine learning to produce low-cost index replications of alternative investments. Before undertaking this role, Bob served as the head of Ray Dalio's investment team at Bridgewater, amassing 13 years of valuable experience. In today’s conversation, Bob delves into his insights on effective portfolio construction and offers a glimpse into his macro outlook.
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#2 Paul Podolsky: Markets, Geopolitics
Jan 9, 2024Tap to summarizePaul Podolsky, a prolific writer and investor, founded Still Press Media and Kate Capital. With 15 years as Senior Portfolio Strategist at Bridgewater, the world's largest hedge fund, he possesses a depth of expertise. Paul shares unique insights on investment philosophies, markets, and geopolitics.
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Insightful Investor TRAILER
Oct 26, 2023Tap to summarizeThe Insightful Investor Podcast is a weekly series hosted by Alex Shahidi, Co-CIO of one of the nation's leading RIAs. In a conversational, "fireside chat" format, Alex interacts with the globe's premier investors and business icons to unearth distinct market insights rarely found elsewhere. While many investors echo common sentiments, our definition of "insights" includes concepts that are counterintuitive, widely misunderstood, or underappreciated. With two decades of experience managing over $10 billion in client assets, Alex gains unique access to the industry's top thinkers. He has authored two investment books, contributed to leading financial journals, and consistently ranks among the elite financial advisors by Forbes and Barron's. As an independent and innovative voice, Alex offers a fresh take compared to mainstream investment experts. We invite you to tune in. If something resonates, we'd love to hear your feedback.
Transcribe →