Insightful Investor

Alex Shahidi

Investment Strategies

Private Equity

Artificial Intelligence

Private Credit

Inflation

Evoke Advisors

Risk Management

Bitcoin

Investment Strategy

Interest Rates

Behavioral Finance

Diversification

Wealth Management

Fixed Income

Portfolio Construction

E-Commerce

Private Markets

Leadership

Long-Term Investing

Value Investing

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, wi... more

40 ratings

Publishes	Weekly	Episodes	120	Founded	2 years ago
Number of Listeners		Categories	ManagementBusinessInvesting

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Guests Host Reviews Charts Talking Points

Latest Episodes

#119 - David Eichhorn: Client‑Focused Solutions at Scale

David is CEO and Head of Investment Strategies at NISA Investment Advisors, an institutional asset manager overseeing approximately $470 billion in assets as of year‑end 2025. In this episode, we discuss how NISA builds custom investment solutions ar... more

21 Apr 2026 • 49 min

#118 - Jon Hirtle: The True OCIO Playbook

Jon is Executive Chairman and co‑founder of Hirtle Callaghan, a pioneering OCIO firm overseeing approximately $26 billion in assets as of the end of 2025 for families and institutions. Our conversation explores how structure, philosophy, execution, a... more

14 Apr 2026 • 1 hr 20 min

#117 - Rod Wong: Biotech Innovation, Real Outcomes

Rod is Founder and CIO of RTW Investments, a life sciences investment and innovation firm focused on building and backing companies that aim to transform patients’ lives. We discuss his path from medicine to investing, how investors, entrepreneurs, a... more

7 Apr 2026 • 48 min

#116 - Kevin Carter: EM Internet Opportunities & Risks

Kevin is the Founder and CIO of EMQQ Global, a specialist investment firm focused on emerging markets internet and digital consumer companies, and creators of 3 NYSE listed ETFs (EMQQ, FMQQ & INQQ). We discuss EM internet opportunities and risks, inc... more

31 Mar 2026 • 1 hr 23 min

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Recent Guests

Jon Hirtle

Executive Chairman and Co-Founder of Hirtle Callaghan

Hirtle Callaghan

Episode: #118 - Jon Hirtle: The True OCIO Playbook

Rod Wong

Founder and Chief Investment Officer, RTW Life Sciences

RTW Life Sciences

Episode: #117 - Rod Wong: Biotech Innovation, Real Outcomes

Kevin Carter

Founder and CIO of EMQQ Global

EMQQ Global

Episode: #116 - Kevin Carter: EM Internet Opportunities & Risks

Dr. Jared Szymanski

Physician focusing on preventative and precision medicine

Front edge of Medicine 3.0 practice

Episode: #115 - Dr. Szymanski: Building Healthspan with Medicine 3.0

Michael Gross

Co-founder of SLR Capital Partners; founding partner of Apollo Capital Management

SLR Capital Partners; Apollo Capital Management

Episode: #114 - Michael Gross: Private Credit Crowding, Complexity Alpha

Young Lee

Partner and Co-President, Audax Private Equity

Audax Private Equity

Episode: #113 - Young Lee & Asheesh Gupta: Audax AI Value Creation

Asheesh Gupta

Managing Director, Strategic Resources Group, Audax Private Equity

Audax Private Equity

Episode: #113 - Young Lee & Asheesh Gupta: Audax AI Value Creation

Carl Kaufman

Co-President and Co-CEO at Osterweis Capital Management

Osterweis Capital Management

Episode: #112 - Carl Kaufman: Public Credit Risk Discipline

Jack Sommers

Co-founder and executive chair of Income Research and Management

Income Research and Management

Episode: #111: Jack Sommers: Culture, Principles, Focus, Always

Host

Alex Shahidi

Host of the Insightful Investor Podcast; Co-CIO of Evoke Advisors

Reviews

5.0 out of 5 stars from 40 ratings

Good so far
Thank you
Apple Podcasts
5
Qrrvjkgxhjlkvg
United Statesa year ago
Awesome!
One of my new fav shows.
Apple Podcasts
5
Trevor Oldham
United Statesa year ago
Indeed insightful
I really like this podcast. Like Alex himself, his guests are deep thinkers, and I enjoy how Alex guides the conversation along.
Apple Podcasts
5
aaroniba
United States2 years ago

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Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests are consistently high-caliber and content is guidance-forward.

Thoughtful host draws out deep thinking from guests.

Listeners appreciate the clear, insightful conversations and practical takeaways.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts	#29	Philippines/Business/Investing
Apple Podcasts	#170	Philippines/Business
Apple Podcasts	#211	Finland/Business/Investing
Apple Podcasts	#224	Hong Kong/Business/Investing
Apple Podcasts	#239	Argentina/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

#114 - Michael Gross: Private Credit Crowding, Complexity Alpha

Q: What would you say to a private credit allocator about building a program not overly dependent on favorable market environments?

Diversify beyond traditional direct lending by incorporating esoteric and complex strategies such as asset-based lending, lender finance, receivable financing, and life science investments, and build robust monitoring, documentation, and borrower relationships to maintain protection and yield through different cycles.

#114 - Michael Gross: Private Credit Crowding, Complexity Alpha

Q: Is private credit in a bubble, and what signs should allocators watch for?

While the majority remains first-lien secured with a relatively safe capital position, returns have faced downward pressure due to capital abundance and competition. Allocators should watch for rising risk in higher-leverage, less-covenanted loans, shifting deal dynamics as capital inflows push structures toward less favorable terms, and the potential for dispersion of returns as players with varying risk appetites and strategies enter the market.

#114 - Michael Gross: Private Credit Crowding, Complexity Alpha

Q: What do you feel are the most enduring lessons from your experience that may shape how you think today?

The enduring lessons center on staying aligned with investors through skin-in-the-game, maintaining underwritten, directly originated, and actively monitored credit, and preserving a culture that tolerates limited downside risk even in complex structures. The emphasis on direct involvement and discipline in underwriting at scale is crucial for managing risk and achieving durable returns.

#112 - Carl Kaufman: Public Credit Risk Discipline

Q: How do you define conviction in a world where bonds don't 5x and you must hold to maturity?

Avoid turnover by purchasing with the intent to hold to maturity, focus on long-term outcomes rather than short-term moves, and maintain patient, high-conviction positions rather than trading frequently to chase near-term benchmarks.

#112 - Carl Kaufman: Public Credit Risk Discipline

Q: What sparked your fixed income perspective and how did you get into the space?

Kaufman describes starting in equity research, moving to convertible bonds, and discovering the appeal of fixed income through portfolio construction, risk control, and the discipline of evaluating credit risk rather than chasing upside. He emphasizes learning from the market's mindset and recognizing how bonds fit into a broader portfolio.

Audience Metrics

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Frequently Asked Questions About Insightful Investor

What is Insightful Investor about and what kind of topics does it cover?

A weekly deep-dive into investing, markets, and the evolving role of technology in finance. Listeners get access to candid conversations with leading asset managers, researchers, and tech-focused investors who share long-horizon perspectives, risk-aware portfolio methods, and practical frameworks for evaluating credit, equities, and alternative strategies. Topics span fixed income risk discipline, long-term value investing, ETF and market structure dynamics, AI and data-driven investing, and the intersection of Hollywood-level storytelling with finance in shaping leadership and decision-making. The show often centers on contrarian insights, disciplined risk management, and a client-centric approach to investing, making it helpful for portfo... more

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Which podcasts are similar to Insightful Investor?

These podcasts share a similar audience with Insightful Investor:

1. The Meb Faber Show - Better Investing
2. Excess Returns
3. Capital Allocators – Inside the Institutional Investment Industry
4. Invest Like the Best with Patrick O'Shaughnessy
5. Masters in Business

How many episodes of Insightful Investor are there?

Insightful Investor launched 2 years ago and published 120 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Insightful Investor?

Recent guests on Insightful Investor include:

1. Jon Hirtle
2. Rod Wong
3. Kevin Carter
4. Dr. Jared Szymanski
5. Michael Gross
6. Young Lee
7. Asheesh Gupta
8. Carl Kaufman

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