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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
Wealth Management
Real Estate
Portfolio Construction
Private Markets
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

PublishesWeeklyEpisodes134Founded3 years ago
Number of ListenersCategories
ManagementBusinessInvesting

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Artwork for Insightful Investor

Latest Episodes

Jan is CEO of VanEck, a global investment firm managing over $230 billion. Drawing on decades of studying markets and history, he shares how major macro forces shape investment outcomes, how to position portfolios for structural change, and why big-p... more

Steve is the Founder and CEO of New Mountain Capital, an alternative asset manager with ~$60B in AUM as of year-end 2025, and a longtime leader in building firms focused on disciplined, growth-oriented investing. He shares how private markets have ev... more

Jason is CEO of Wilshire, overseeing roughly $1.76 trillion in assets under advisement and $176 billion in AUM, and has spent more than two decades helping shape the firm’s evolution beyond its index roots. He shares how private markets are moving fr... more

Bihua, CEO and PM of Cormorant Asset Management ($2.5B AUM), explains how she evaluates science, risk, and opportunity across both public and private biotech markets. She shares how investors can separate signal from hype, underwrite uncertainty in d... more

Key Facts

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Recent Guests

Jason Schwarz
CEO of Wilshire
Wilshire
Episode: #131 - Jason Schwarz: Scaling Institutional Private Markets
Bihua Chen
CEO and Portfolio Manager of Cormorant Asset Management
Cormorant Asset Management
Episode: #130 - Bihua Chen: Inside Biotech Investing
Cathy Marcus
Co-Head and Global COO of Real Estate at PGIM
PGIM Real Estate
Episode: #129 - Cathy Marcus: Real Estate Reset
Sarah Ketterer
CEO and Portfolio Manager at Causeway Capital Management
Causeway Capital Management
Episode: #128 - Sarah Ketterer: Temporary Setbacks, Durable Businesses
Brian D'Arcy
Partner at Sixth Street
Sixth Street
Episode: #127 - Brian D'Arcy: Institutional Sports Investing
Greg Bond
CIO at Man Group
Man Group
Episode: #126 - Greg Bond: Alpha at Scale, AI for Collaboration
Paul Desmarais III
Co-founder, chairman, and CEO of Sagard
Sagard
Episode: #125 - Paul Desmarais III: Right to Win, Built to Last
Robert Smith
Founder, Chairman and CEO of Vista Equity Partners
Vista Equity Partners
Episode: #124 - Robert Smith: Enterprise Software, AI, Agentic Execution
Chris Davis
Chairman and Portfolio Manager at Davis Advisors
Davis Advisors
Episode: #123 - Chris Davis: Stewardship, Patience, Value Investing

Host

Alex Shahidi
Host of the show and Co-CIO of Evoke Advisors / MAI Capital Management, LLC

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 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 States2 years ago

Listeners Say

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

Thoughtful host who draws out deep thinking from guests.
High-quality guests with practical, long-term perspectives.
Listeners praise the depth and rigor of the discussions.
Conversations feel like a masterclass in investing and governance.

Chart Rankings

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

Apple Podcasts
#217
France/Business/Investing
Apple Podcasts
#45
Spain/Business/Investing
Apple Podcasts
#105
Argentina/Business/Investing
Apple Podcasts
#198
Spain/Business

Talking Points

Recent interactions between the hosts and their guests.

#129 - Cathy Marcus: Real Estate Reset
Q: How do you frame the current real estate environment in terms of tailwinds vs headwinds?
She notes real estate fundamentals provide tailwinds (low construction, high occupancies, pricing power in many sectors) while headwinds include rate volatility and uncertainty that dampen transactions; long-term cash flow and transparency are central to navigating the cycle.
#129 - Cathy Marcus: Real Estate Reset
Q: What surprised you most about the transition from investing to running the business?
She explains that moving to a COO role revealed how little she understood about the back office and the village of people who support investments; the importance of fund operations, compliance, and the non-visible work that underpins strong returns became clear, reshaping her leadership view.
#126 - Greg Bond: Alpha at Scale, AI for Collaboration
Q: For listeners who may be less familiar with Man Group, how would you describe its core identity?
Greg Bond describes Man Group as a durable, diversified platform built around alpha at scale, combining systematic and discretionary capabilities to deliver sustainable, scalable excess returns. The emphasis is on collaboration across engines, a strong technology backbone, and a culture that supports cross-firm creativity while maintaining a clear strategic focus.
#125 - Paul Desmarais III: Right to Win, Built to Last
Q: What makes a network genuinely useful rather than just merely impressive?
A valuable network combines meeting people, building and maintaining relationships, and making them commercializable through two-way exchanges; giving and solving others' needs first creates a foundation for reciprocal benefits and opportunities.
#125 - Paul Desmarais III: Right to Win, Built to Last
Q: You've highlighted the importance of culture; how do you preserve culture as organizations grow larger and more global?
Culture is preserved through a combination of top-down leadership, explicit behavioral expectations, frequent recognition of collaborative actions, and real-world exercises like joint offsites and culture-focused evaluations during acquisitions; the CEO acts as a cultural steward or 'high priest.'

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?

The show features in-depth conversations with senior investors and industry leaders, focusing on long-horizon investing, risk management, and the interplay between capital markets, value creation, and real-world outcomes. Across episodes, topics frequently cover value investing principles, risk-aware portfolio construction, macro themes shaping markets, and the evolving role of technology—especially AI—in investment decision-making. Notable throughlines include patient capital, disciplined stewardship of client assets, and practical frameworks for building resilient portfolios. The format tends to combine personal origin stories, principled investment philosophy, and actionable takeaways that appeal to professionals seeking deeper strategic... 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 3 years ago and published 134 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. Jason Schwarz
2. Bihua Chen
3. Cathy Marcus
4. Sarah Ketterer
5. Brian D'Arcy
6. Greg Bond
7. Paul Desmarais III
8. Robert Smith

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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