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
May 28, 2024 • 1h 2min
#22 - Jim Lippman, Bobby Lee, Danny Lippman: JRK, Multifamily and Hotels
Jim (Founder and Chairman), Bobby (CEO), and Danny (President) of JRK discuss multifamily and hotel investing. JRK has owned and operated over $9 billion in assets since its launch in 1991. They share insights into the investing landscape, their unique approach, and their outlook.
May 21, 2024 • 1h 6min
#21 - Bob Chagares: Logistics, E-Commerce, "Small Boxes"
Bob is the Founder and Chairman of High Street, which is a private real estate manager that has invested over $5B in industrial and logistics properties over 20+ years. Bob shares insights about the industry’s evolution over the past few decades, the impact of e-commerce on logistics and growing demand for “small boxes.”
6 snips
May 14, 2024 • 1h 53min
#20 - Matt Smith: Ruffer, Market History, Outlook
Matt Smith, a Senior Fund Manager at Ruffer, shares his insights on financial markets shaped by history. The discussion covers the importance of market psychology and emotional factors in investing. Smith emphasizes Ruffer's focus on risk management and capital preservation, creating an 'all-weather portfolio.' He draws parallels between the current AI boom and past tech bubbles, while also highlighting geopolitical risks and their complex market implications. Additionally, he explores the role of hard currencies like gold and Bitcoin as safeguards against economic instability.
May 7, 2024 • 1h 9min
#19 - Michael Bego: Secondaries, Private Markets
Michael Bego, Founder of Kline Hill Partners, discusses the evolution of secondaries in private markets, emphasizing the advantages of investing in de-risked assets for higher returns. He explores the impact of COVID-19 on secondary asset pricing, the importance of technology in the investment industry, and the value of building strong relationships in private markets.
Apr 30, 2024 • 1h 13min
#18 - David Samra: Value Investing, Market Efficiency
David is the founding partner and lead portfolio manager of the Artisan International Value Team, which manages about $40B. David shares his perspectives about value investing, the importance of buying at a discount to intrinsic value and risk management.
Apr 23, 2024 • 59min
#17 - Hal Hershfield: Behavioral Finance, Future Self
Hal is a Professor of Marketing, Behavioral Decision Making, and Psychology at UCLA’s Anderson School of Management, and the author of Your Future Self: How to Make Tomorrow Better Today. Hal shares key insights about how people make decisions and common behavioral biases.
Apr 16, 2024 • 1h 16min
#16 - Gerard O'Reilly: DFA, Financial Science, Indexing
Gerard is Co-CEO, Co-CIO and Director of Dimensional Fund Advisors. DFA applies financial science to investing and manages over $700B. Gerard shares his perspectives about flexible index investing, market cycles, diversification and AI.
Apr 9, 2024 • 53min
#15 – Kjerstin Hatch: Muni Bond Market
Kjerstin is Founder and Managing Principal of Lapis Advisers, which she launched in 2009 to focus on special situation securities in the municipal bond market. Kjerstin provides insights into the unique nature of the muni market and the inefficiencies that lead to investment opportunities.
9 snips
Apr 2, 2024 • 1h 18min
#14 – Glenn August: Oak Hill Advisors, Private Credit
In an engaging conversation with Glenn August, the Founder and CEO of $63B Oak Hill Advisors, he shares valuable insights from his extensive career in finance. Glenn reflects on the importance of personal values and ownership in investment, alongside his experiences transitioning from risk arbitrage to private credit. He emphasizes the value of collaboration and hiring for shared values, while discussing the evolution and significance of private credit in today’s market. His stories reveal the blend of hard work, opportunity, and strategic thinking that drives success.
Mar 26, 2024 • 1h 5min
#13 – Jim Haskel: Bridgewater, Diversification, Outlook
Jim Haskel, Senior Portfolio Strategist at Bridgewater Associates, shares insights on diversification, market outlook, and balancing beta and alpha for optimal portfolio management. The podcast also covers global inflation trends, China's economic challenges, and the importance of implementing investment strategies with discipline and a long-term perspective.
