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Insightful Investor

Alex Shahidi
E-Commerce
Industrial Real Estate
Risk Management
Logistics
Supply Chain Management
Investment Strategies
Private Equity
Private Credit
Data-Driven Investing
Dimensional Fund Advisors
Market Trends
Real Estate Development
Future-Proofing
Investment Advisory
Municipal Bonds
Market Prices
ETF Structures
Private Debt
Market Efficiency
Behavioral Finance

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

PublishesWeeklyEpisodes97Founded2 years ago
Number of ListenersCategories
ManagementInvestingBusiness

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Artwork for Insightful Investor

Latest Episodes

Aakash is the Global Head of Gold Strategy at State Street Investment Management, one of the world’s largest asset managers. He shares insights on gold’s historic resilience, its role as a portfolio diversifier, market dynamics, and how investors sho... more

Howard is co‑founder of Tennenbaum Capital Partners, where he helped build one of the early success stories in private credit before leading its integration into BlackRock. In this episode, he shares how private credit grew from a niche strategy into... more

Gabe is Co-President at General Atlantic, a global growth equity firm managing approximately $114 billion in assets as of June 2025. He discusses growth equity investing and how GA partners with visionary entrepreneurs to build category-leading compa... more

Alex is founder and CEO of Percapita and a longtime senior executive at Goldman Sachs, UBS, and Morgan Stanley. He shares four decades of insights—from his “Leadership Pyramid” philosophy and the value of a team-centered culture to expanding inclusiv... more

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Recent Guests

Gabriel Caillaux
Co-president at General Atlantic and global head of climate
General Atlantic
Episode: #94 - Gabriel Caillaux: Growth Equity in a Tech-Driven Market
Alex Ehrlich
Founder and CEO of Percapita, a company dedicated to bringing banking services to those living paycheck to paycheck.
Percapita
Episode: #93 - Alex Ehrlich: The Leadership Pyramid, Team-Centered Culture
Kipp DeVere
Co-President of Ares Management
Ares Management
Episode: #92 - Kipp deVeer: Steering Ares’ Growth in Alternatives
Steven Romick
Co-managing partner of First Pacific Advisors and steward of the FPA Crescent Fund
First Pacific Advisors
Episode: #91 - Steven Romick: Value, Quality, and Adaptability
Adam Blitz
CEO and CIO of Evanston Capital Management
Evanston Capital Management
Episode: #90 - Adam Blitz: The Hedge Fund Playbook
Bruno del Ama
A pioneering entrepreneur in the asset management industry and co-founder of Global X and Sangha.
Global X, Sangha
Episode: #88 - Bruno del Ama: Leadership, Spirituality, Growth, Fulfillment
Eduardo Repetto
CIO and co-founder of Avantis Investors, recognized for applying financial science to portfolio management
Avantis Investors
Episode: #87 - Eduardo Repetto: Financial Science Meets Portfolio Innovation
Jason Thomas
Head of Global Research and Investment Strategy at Carlyle
Carlyle Group
Episode: #86 - Jason Thomas: Inflation, AI Economics, Tariffs, Private Markets
Darell Krasnoff
Managing partner at Evoke Advisors and co-founder of Bel Air Investment Advisors.
Evoke Advisors
Episode: #85 - Darell Krasnoff: Wealth Management Evolution, Leadership

Host

Alex Shahidi
Host of the Insightful Investor Podcast, Co-CIO of Evoke Advisors, with extensive experience managing client investments and a background in authoring investment literature and articles.

Reviews

5.0 out of 5 stars from 40 ratings
  • Good so far

    Thank you

    Apple Podcasts
    5
    Qrrvjkgxhjlkvg
    United States8 months 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.

The friendly and conversational format is appealing, keeping listeners engaged.
Listeners appreciate the insightful content that challenges conventional investment beliefs.
There is high praise for the depth of conversation and the quality of the guests.

Chart Rankings

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

Apple Podcasts
#167
India/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

#94 - Gabriel Caillaux: Growth Equity in a Tech-Driven Market
Q: How has your personal investment philosophy evolved over time?
Gabe mentions the shift from merely identifying new companies to focusing on how to help build those companies effectively.
#94 - Gabriel Caillaux: Growth Equity in a Tech-Driven Market
Q: What lessons about leadership have you found most valuable?
Gabe draws insight from meeting great entrepreneurs, noting that attracting and motivating talent is paramount for success.
#93 - Alex Ehrlich: The Leadership Pyramid, Team-Centered Culture
Q: What qualities do you look for beyond the table stakes?
I look for empathy, self-awareness, diversity of thought, and creativity as important behavioral traits for successful leadership.
#91 - Steven Romick: Value, Quality, and Adaptability
Q: How do you assess which firms will benefit versus those that may ultimately be disrupted by AI?
The assessment relies on ongoing evaluations of companies' ability to leverage AI to enhance their business and analyzing key performance indicators to predict potential disruptions.
#91 - Steven Romick: Value, Quality, and Adaptability
Q: How do you reconcile your macro views with your bottom-up investment analysis?
Macro views serve as a backdrop for analysis, incorporating them into various modeled outcomes for companies while prioritizing long-term performance.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
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Household Income
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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 podcast that features engaging conversations with some of the world's foremost investors and business leaders. Listeners can expect to hear unique insights into market trends and investment strategies that often challenge conventional wisdom. The discussion format encourages a thoughtful exploration of various topics, making complex financial concepts more accessible and relatable. Notably, the host has a wealth of experience in investment management, offering perspectives that highlight both traditional and innovative approaches to investing, which distinguishes the content from typical financial discourse.

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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. Alpha Exchange
5. Value Investing with Legends

How many episodes of Insightful Investor are there?

Insightful Investor launched 2 years ago and published 97 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. Gabriel Caillaux
2. Alex Ehrlich
3. Kipp DeVere
4. Steven Romick
5. Adam Blitz
6. Bruno del Ama
7. Eduardo Repetto
8. Jason Thomas

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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