Insightful Investor
Alex Shahidi
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/
https://insightfulinvestor.org/
Episodes
Mentioned books
79 snips
Mar 18, 2025 • 1h 10min
#62 - Jeffrey Gundlach: Big Picture Outlook
Jeffrey Gundlach, the founder and CEO of DoubleLine Capital, shares his expert insights on the shifting economic landscape. He discusses the impact of rising interest rates and inflation on investment strategies. Gundlach emphasizes the need for portfolio diversification amid increasing national debt. He critiques current fiscal policies, arguing for reform to better serve future generations. The conversation also touches on the emotional aspects of investing and the risks associated with market trends, including the dominance of major stocks.
6 snips
Mar 11, 2025 • 1h 10min
#61 - Jonathan Ruffer: Financial History, Market Cycles, Outlook
Jonathan is the Co-Founder and Chairman of Ruffer, a London-based investment firm focused on absolute returns. Jonathan shares his unique insights on financial market history, long-term cycles, and his market outlook, drawing on nearly five decades of experience.
Mar 4, 2025 • 55min
#60 - Josh Kanter: Legacy Building, Family Owner’s Manual
In this engaging discussion, Josh Kanter, Founder and CEO of Leaf Planner, combines nearly 25 years of family office expertise with personal anecdotes. He dives into the importance of creating a family owner’s manual, emphasizing how clear communication is crucial for multigenerational wealth management. Josh also highlights the challenges wealthy families face, including navigating family dynamics and ensuring continuity. With insights on customizing privacy in wealth management, he offers practical advice on building sustainable legacies that prioritize values over mere financial capital.
Feb 25, 2025 • 1h 10min
#59 - Bob Prince: Portfolio Engineering, Psychology of Investing
Bob Prince, Co-CIO of Bridgewater Associates, shares nearly forty years of expertise in hedge fund management. He discusses the intricate art of portfolio engineering, emphasizing the necessity for diversification and strategic assessment in today's fluctuating markets. Bob highlights the psychological aspects of investing, urging investors to embrace humility and continuous learning. He also addresses the impact of global economic shifts and stresses the importance of adapting strategies to manage risks effectively. Get ready for invaluable insights that blend psychology with practical investment approaches!
Feb 18, 2025 • 55min
#58 - Richard Orlando: Wealth Psychology & Legacy
Richard is the founder of Legacy Capitals and author of Legacy and Love Your Clients. He explores the human side of wealth and delves into family dynamics, generational challenges, and strategies for preserving legacies.
Feb 11, 2025 • 1h 11min
#57 - Jeff Gardner: Investment Philosophy, Outlook
Jeff Gardner, a former Partner at Bridgewater Associates with nearly thirty years of experience, shares his investment wisdom. He dives into the art and science of investing, emphasizing the balance between emotional detachment and risk management. Jeff critiques common psychological mistakes investors make, like buying high and selling low. He explores current macroeconomic trends, focusing on inflation and growth, while warning of potential underperformance in US stocks. His insights on diversification and the future impacts of AI on markets are particularly thought-provoking.
9 snips
Feb 4, 2025 • 57min
#56 - Adam Katz: Activist Investing Insights
Adam Katz, CIO of Irenic Capital Management, shares his dynamic journey through the world of activist investing. He emphasizes the importance of 'variant perception,' advocating for unique viewpoints to spot market inefficiencies. Adam discusses the intricate relationship between legal knowledge and investment efficiency, unveiling how it shapes shareholder rights. He also explores the challenges of risk management and strategies for creating long-term value in businesses, especially in an era influenced by passive investment strategies.
Jan 28, 2025 • 50min
#55 - Lawrence Golub: Private Credit Evolution
Lawrence Golub, Founder and CEO of Golub Capital, shares his expertise on private credit and direct lending. He reflects on his journey from investment banking to building a leading firm, highlighting lessons learned along the way. The conversation dives into the evolution of private credit, addressing inefficiencies and strategies that emerged over the years. Lawrence discusses the resilience of the sector in fluctuating economic conditions and emphasizes the importance of strong partnerships in navigating risks and enhancing financial outcomes.
Jan 21, 2025 • 1h 22min
#54 - Cliff Asness: Quant Investing, Market Inefficiency
Cliff Asness, the founder and CIO of AQR Capital Management, shares his journey from academia to leading quantitative investment strategies. He discusses the paradox of increasing market inefficiencies amidst advanced tech and behavioral influences. Emotional biases and their impact on investment decisions are explored, particularly in turbulent times. Asness also highlights the merits of trend following as a diversification strategy and critiques traditional risk measures, emphasizing the need for self-awareness in investment choices.
Jan 14, 2025 • 43min
#53 - Andrew Rubinstein: Healthcare Industry, Biotech Investing
Andrew 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.
