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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
Fixed Income
Value Investing
Wealth Management
Portfolio Construction
E-Commerce
Private Markets
Leadership
Long-Term 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

PublishesWeeklyEpisodes124Founded2 years ago
Number of ListenersCategories
BusinessManagementInvesting

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Artwork for Insightful Investor

Latest Episodes

Chris is Chairman and Portfolio Manager at Davis Advisors, an independent, employee‑owned investment firm managing $30B as of March 2026, and serves on the board of Berkshire Hathaway. We discuss stewardship and patience as core advantages in value i... more

Doug is Chairman, CEO, and President of Aviatrix, which helps companies safely connect and manage their cloud systems, and former CEO of Splunk, which helps organizations understand what is happening across their technology and security environments.... more

Matt is Head of Global Value and a PM at First Eagle Investments, a firm with $176B in AUM as of year‑end 2025, known for its long history and disciplined approach to capital preservation. We discuss what resilient wealth creation really requires, wh... more

Michael is CEO of Rithm Capital, a global asset management platform with approximately $63 billion in AUM and over $110 billion in investable assets (as of 12/31/25). In this episode, we discuss Rithm’s evolution beyond its REIT roots, competing with... more

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Recent Guests

Chris Davis
Chairman and Portfolio Manager at Davis Advisors
Davis Advisors
Episode: #123 - Chris Davis: Stewardship, Patience, Value Investing
Doug Merritt
Chairman, CEO, and President of Aviatrix; former CEO of Splunk
Aviatrix; Splunk
Episode: #122 - Doug Merritt: Cybersecurity Risk in the AI Era
Matt McLennan
Head of Global Value and Portfolio Manager at First Eagle Investments
First Eagle Investments
Episode: #121 - Matt McLennan: Resilient Wealth Creation, Patience, Gold
Michael Nierenberg
CEO of Rithm Capital, former Fortress executive
Rithm Capital
Episode: #120 - Michael Nierenberg: Rithm’s Evolution Beyond a REIT
David Eichhorn
CEO and Head of Investment Strategies at NISA Investment Advisors
NISA Investment Advisors
Episode: #119 - David Eichhorn: Client‑Focused Solutions at Scale
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

Host

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

Reviews

5.0 out of 5 stars from 42 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

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.

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Talking Points

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#123 - Chris Davis: Stewardship, Patience, Value Investing
Q: Serving on Berkshire Hathaway's board, what might be misunderstood about Warren Buffett's approach?
The core is transparency and integrity; risk is considered in a way that plans for improbable events and preserves capital for the long term, with a culture that emphasizes protecting the life savings of everyday people and maintaining client outcomes as the primary measure of success.
#123 - Chris Davis: Stewardship, Patience, Value Investing
Q: What lesson from Charlie Munger most deeply shaped your investing approach?
The idea of stewardship as a calling and the importance of intellectual humility and continuous learning; Charlie's approach exemplified doing the right thing for clients, maintaining equanimity, and being willing to take unpopular stands when needed.
#123 - Chris Davis: Stewardship, Patience, Value Investing
Q: After nearly four decades in markets, does it feel harder to generate excess returns today than earlier in your career?
Not necessarily harder, but more challenging due to the need to think in terms of pre-mortems and future-oriented analyses; the key is to maintain unchanging principles while adapting to new conditions, accepting that periods of underperformance can occur when markets reward momentum, while long-term earnings growth can outpace multiple expansion.
#123 - Chris Davis: Stewardship, Patience, Value Investing
Q: Would you just share the history of your grandfather and your father founding Davis Advisors?
The grandparents and father built a lineage of independent thought, a focus on owner earnings, and a belief in staying true to enduring principles while adapting to changing times. The firm emerged from a desire to operate with integrity and to align client interests with the managers' own capital, evolving from Davis & Company to Davis Advisors through collaboration and shared philosophy.
#119 - David Eichhorn: Client‑Focused Solutions at Scale
Q: Why does NISA emphasize benchmarking against alpha rather than simply aiming for higher returns, and how does this influence fees?
NISA argues that much of excess returns come from beta; true alpha reflects skill. By adjusting benchmarks to reflect the desired beta exposure, clients can pay fees commensurate with genuine skill, and the firm remains accountable for delivering true alpha rather than riding beta.

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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. Excess Returns
2. The Meb Faber Show - Better Investing
3. Capital Allocators – Inside the Institutional Investment Industry
4. Masters in Business
5. Value Investing with Legends

How many episodes of Insightful Investor are there?

Insightful Investor launched 2 years ago and published 124 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. Chris Davis
2. Doug Merritt
3. Matt McLennan
4. Michael Nierenberg
5. David Eichhorn
6. Jon Hirtle
7. Rod Wong
8. Kevin Carter

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