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
8 snips
Mar 19, 2024 • 1h 42min
#12 - Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth
Jeremy Grantham, Co-Founder of GMO, discusses investment bubbles, AI impact on markets, monopoly dominance in America, climate change urgency, and the decline of natural services due to short-term profit-oriented practices. He also explores the accelerating impact of AI on technology and sustainability.
Mar 12, 2024 • 54min
#11 - Fran Kinniry: Vanguard, Common Investor Oversights
Fran Kinniry is Principal and Head of Vanguard Investment Advisory Research Center. Vanguard is one of the largest investment firms in the world with over $9 trillion of AUM. Fran provides insights into the unique nature of the investment world, shares observations about common investment mistakes and discusses the concept of Advisors Alpha.
Mar 5, 2024 • 58min
#10 - Rich Bernstein: Market Outlook, Investment Opportunities
Rich Bernstein is the Founder, CEO and CIO of Richard Bernstein Advisors (RBA), a $15B manager that combines macroeconomic and quantitative analysis to construct portfolios. Prior to launching RBA in 2009, Rich spent 21 years at Merrill Lynch and served as the Chief Investment Strategist. Rich shares insights about his market outlook and investment opportunities.
Feb 27, 2024 • 1h 7min
#9 - Wes Whitman: Real Estate Investing, Outlook
Wes Whitman is the Co-Founder of Whitman Peterson, a $2B opportunistic private real estate manager. Wes shares insights about the real estate landscape, inefficiencies in real estate investing and his market outlook.
73 snips
Feb 20, 2024 • 1h 10min
#8 - Rajiv Jain: Stocks, GQG, Adaptability
The podcast discusses Rajiv Jain's success in running a global equity firm, the importance of adaptability in investment strategies, the challenges of market dynamics, embracing disagreements and diverse viewpoints in decision-making, and navigating market cycles while adhering to investment fundamentals.
Feb 13, 2024 • 1h 9min
#7 - Vineer Bhansali: Tail Risk, Investment Lessons
Vineer Bhansali discusses transitioning from physics to finance, managing risk in portfolios, and mitigating tail risk. He explores parallels in ultra-marathon running, flying planes, and investing. The dangers of negative carry in bonds and equities are highlighted, along with the impact of AI on investing. Independent thinking in investments and the potential risks of automated decision-making are also discussed.
Feb 6, 2024 • 1h 6min
#6 - Tony Cusano: Private Markets, Secondaries
Tony 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.
10 snips
Jan 30, 2024 • 1h 15min
#5 - Brian Higgins: Risk, King Street, Outlook
Discover how Brian Higgins built one of the industry's premier hedge funds with insights on risk management and market outlook. Explore his financial journey from Wall Street influence to credit opportunities, and his approach to embracing challenges and constant growth in business. Learn about navigating investments with a focus on downside protection, global perspective, and credit market dynamics.
Jan 23, 2024 • 46min
#4 – Ben Reeves: Institutional vs. Retail Investors, Alternatives
Ben Reeves, the CIO at Wealthsimple, oversees one of Canada's fastest growing and most trusted consumer finance companies. Offering distinctive insights, Ben explores the dynamics between institutional and retail investors and discusses the pivotal role that alternative investments play in optimizing portfolios.
Jan 16, 2024 • 1h 16min
#3 – Bob Elliott: Portfolio Construction, Outlook
Bob 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.
