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Insightful Investor

Alex Shahidi
Investment Strategies
Artificial Intelligence
Private Equity
Private Credit
Inflation
Evoke Advisors
Risk Management
Bitcoin
Investment Strategy
Interest Rates
Behavioral Finance
Value Investing
Diversification
Fixed Income
Private Markets
Real Estate
Wealth Management
Portfolio Construction
E-Commerce
Leadership

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

PublishesWeeklyEpisodes146Founded3 years ago
Number of ListenersCategories
InvestingBusinessManagement

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Artwork for Insightful Investor

Latest Episodes

Jen is the Founder and CEO of Prosek Partners, a leading strategic communications and marketing firm that has advised many of the world's largest asset managers, private equity firms, hedge funds, and financial institutions. We discuss what exception... more

Al is a natural resources portfolio manager at Man Group, a $253B alternatives asset manager (as of 6/30/26), and previously held senior investment roles at BNY Mellon, Citadel, SAC Capital, and Caxton. He explains the structural case for natural res... more

This interview was recorded on September 9th 2026. Some references made may now be outdated.Jeffrey is Deputy CIO at DoubleLine Capital, which manages approximately $97 billion in assets (as of June 30, 2026). We discuss the forces likely to define t... more

Todd is CIO of Parnassus Investments, a pioneer in responsible investing founded in 1984 that manages approximately $41B in assets (as of 6/30/26). Todd shares lessons from more than three decades of investing, discussing how durable competitive adva... more

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Recent Guests

Al Chu
Natural Resources Portfolio Manager at Man Group
Man Group
Episode: #144 - Al Chu: The Structural Case for Natural Resources
Jeffrey Sherman
Deputy CIO at DoubleLine Capital
DoubleLine Capital
Episode: #143 - Jeffrey Sherman: Preparing for a New Regime
Todd Ahlsten
CIO at Parnassus Investments
Parnassus Investments
Episode: #142 - Todd Ahlsten: AI, Moats, and Quality
Peter Mintzberg
CEO of Grayscale Investments
Grayscale Investments
Episode: #141 - Peter Mintzberg: The Case for Digital Assets
Peter Kraus
Co-founder, chairman, and CEO of Aperture Investors
Aperture Investors
Episode: #140 - Peter Kraus: Incentives vs Alpha
Bob Steers
Executive chairman and co-founder of Cohen & Steers
Cohen & Steers
Episode: #139 - Bob Steers: Four Decades of Real Assets Investing
David Booth
Chairman and co-founder of Dimensional Fund Advisors
Dimensional Fund Advisors
Episode: #138 - David Booth: Evidence Over Noise
Ken Kencel
President and CEO of Churchill Asset Management
Churchill Asset Management
Episode: #137 - Ken Kencel: Private Credit Beyond the Headlines
Cathie Wood
Founder, CEO, and CIO of ARK Investment Management
ARK Investment Management
Episode: #136 - Cathie Wood: Not Another 1999

Host

Alex Shahidi
Host of Insightful Investor, Co-CIO of Evoke Advisors / MAI Capital Management (as disclosed)

Reviews

5.0 out of 5 stars from 45 ratings
  • Good so far

    Thank you

    Apple Podcasts
    5
    Qrrvjkgxhjlkvg
    United States2 years ago
  • Awesome!

    One of my new fav shows.

    Apple Podcasts
    5
    Trevor Oldham
    United States2 years 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 States3 years ago

Listeners Say

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

Rigorous discussions with practical, actionable takeaways.
Guests are consistently deep thinkers and well-guided by the host.
Listeners appreciate the mix of strategy and discipline across cycles.
High-caliber guests and thoughtful moderation create solid value for listeners.
The show blends macro insight with operational detail in a way that's unique.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

#144 - Al Chu: The Structural Case for Natural Resources
Q: You touched on geopolitics. How much of investing in this asset class do you think is really about understanding geopolitics rather than economics?
Geopolitics play a significant role, especially in shaping regulation, supply chains, and energy security; however, over time economics—supply and demand dynamics—tend to drive the core trajectory, with geopolitics often intensifying or altering those fundamentals.
#142 - Todd Ahlsten: AI, Moats, and Quality
Q: I know Parnassus talks about principles and performance. Why do you believe those two concepts reinforce one another rather than compete with one another?
Todd explains that long-term durable value arises when principles (people, culture, governance) align with a disciplined investment process; quality (moat and relevancy) underpins durability and enables thoughtful capital allocation and risk management over time.
#138 - David Booth: Evidence Over Noise
Q: What role does evidence and academics play in Dimensional's approach?
Dimensional collaborates with leading academics to apply rigorous research to portfolio design and execution, combining theoretical insight with practical execution to strive for better long-term outcomes.
#138 - David Booth: Evidence Over Noise
Q: What practical advice does Booth give for individual investors in periods of volatility?
Stay calm, stay invested, and let the market work for you; avoid knee-jerk reactions, use plans that accommodate life changes, and rely on professional guidance when needed.
#138 - David Booth: Evidence Over Noise
Q: How should an investor think about uncertainty and risk?
Uncertainty is the driver of opportunity; manage it by appropriate asset allocation and diversification, rather than attempting to eliminate risk or chase precise predictions.

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 thoughtful, practitioner-driven series featuring high-level investors and market leaders. Conversations center on long-horizon thinking, capital allocation, and the intersection of macro forces with strategy across private credit, private markets, real assets, and tech-enabled investing. Noteworthy elements include durable operating insights, emphasis on risk discipline and patient capital, and a knack for drawing practical lessons from decades of market cycles. The show is likely to appeal to senior financial professionals, family offices, and asset managers seeking nuanced perspectives from top thinkers who blend theory with real-world execution.

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How many listeners does Insightful Investor get?

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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. The Acquirers Podcast
5. Alpha Exchange

How many episodes of Insightful Investor are there?

Insightful Investor launched 3 years ago and published 146 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. Al Chu
2. Jeffrey Sherman
3. Todd Ahlsten
4. Peter Mintzberg
5. Peter Kraus
6. Bob Steers
7. David Booth
8. Ken Kencel

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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