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
Oct 15, 2024 • 1h 23min
#42 - Adam Nash: Tech, Finance, Leadership, Philanthropy
Adam is co-founder and CEO of Daffy, a fintech platform focused on charitable giving. Adam was a software engineer at Apple and held executive roles at eBay, LinkedIn, Dropbox and most recently was CEO at Wealthfront. He also teaches personal finance for engineers at Stanford. Adam shares unique insights about technology, finance, leadership and philanthropy.
Oct 8, 2024 • 46min
#41 - Roy Leckie: Walter Scott, Long-Term Investing
Roy is Executive Director and Co-Chair of the Investment Management Committee at Walter Scott, a Scotland-based firm managing $100B in assets (as of 8/31/24). With a focus on long-term investing, he emphasizes the significance of compounding returns and the importance of a disciplined approach to risk management.
Oct 1, 2024 • 58min
#40 – Doug Kiersey: Logistics Properties, Dermody
Doug Kiersey, the CEO and President of Dermody Properties, shares his wealth of knowledge on the logistics real estate market. He dives into the evolution of e-commerce and its impact on supply chains, emphasizing sustainability and efficiency. Kiersey discusses major players like Amazon and highlights the growing demand for industrial spaces. He also addresses the challenges of navigating property investments in a competitive landscape. Tune in for valuable insights on the future of logistics and how to find hidden value in this dynamic sector.
17 snips
Sep 24, 2024 • 1h 15min
#39 - Michael Green: The Bitcoin Bear Case
Michael Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, shares his expert insights on the Bitcoin bear case. He explores how market efficiency and passive investment strategies shape market valuations. Delving into the evolution of money, he discusses blockchain's transparency and Bitcoin's speculative nature. Green critiques Bitcoin's status as a currency versus a speculative asset, questioning its long-term viability while examining societal implications and the need for a deeper understanding of investments.
Sep 17, 2024 • 46min
#38 - Sophie Bakalar: For-Profit & For-Good
Sophie is a partner at Collaborative Fund, a New York-based venture capital firm that invests in companies operating at the intersection of for-profit and for-good. She shares insights on the dual objectives of generating financial returns while making a positive impact, discusses their unique “villain test,” and explores the emerging opportunities in climate and sustainability investing.
38 snips
Sep 10, 2024 • 1h 19min
#37 - Jeff Krasnoff: Private Real Estate Investing
Jeff Krasnoff, the Founder and CEO of Rialto Capital Management, shares insights from overseeing $21B in commercial real estate assets. He discusses the importance of risk management and diversification during market downturns, drawing on his experiences from the 2008 financial crisis. Jeff elaborates on the evolution of private real estate investing and the need for thorough market research amidst rising interest rates. He also highlights the shift toward direct lending in today’s dynamic market, offering strategies for navigating investment challenges.
Sep 3, 2024 • 1h 15min
#36 - Tom Keck: Private Markets Overview & Outlook
Tom is co-founder and head of research and portfolio management at StepStone, which manages over $150B and focuses on private markets. Tom shares an overview and insights about the various segments within private markets: equity, credit, real estate, infrastructure and secondaries.
Aug 27, 2024 • 1h 7min
#35 - Ted Seides: Industry Insights, Portfolio Construction
Ted Seides, an investment industry expert with over 30 years of experience, highlights key insights from his tenure at the Yale Endowment, emphasizing long-term thinking and relationship-building with top investors. He delves into the dynamics of hedge funds, advocating for thoughtful portfolio construction and a balance of risk and return. Ted also discusses the evolution of investment strategies, the influence of behavioral finance, and the significance of maintaining objectivity in investment discussions. His journey from investment professional to podcaster reflects the changing landscape of the industry.
Aug 20, 2024 • 1h 21min
#34 - Jeffrey Sherman: Fixed Income, Market Outlook
Jeffrey 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.
Aug 13, 2024 • 1h 1min
#33 - Matt Hougan: Bitcoin History & Outlook
Matt is the CIO of Bitwise Asset Management, which pioneered the first crypto index fund in the world. Prior to Bitwise, Matt was the CEO of ETF.com. Matt shares his perspectives on the history of Bitcoin, risks of investing, outlook and much more.
