
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
| Publishes | Weekly | Episodes | 124 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessManagementInvesting | |||

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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Thank you
One of my new fav shows.
I really like this podcast. Like Alex himself, his guests are deep thinkers, and I enjoy how Alex guides the conversation along.
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Apple Podcasts | #230 |
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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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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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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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