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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
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

PublishesWeeklyEpisodes131Founded3 years ago
Number of ListenersCategories
BusinessManagementInvesting

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Artwork for Insightful Investor

Latest Episodes

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

Cathy, Co-Head and Global COO of Real Estate at PGIM, joins us to discuss navigating a $217B real estate platform within a $1.4T firm (as of 12/31/25) and what decades across multiple cycles have taught her about risk, leadership, and investing disci... more

Sarah is co‑founder, CEO, and portfolio manager at Causeway Capital Management, which she helped launch in 2001 and now manages approximately $68B in assets (as of 3/31/26). She explains how she invests in companies facing temporary setbacks, why und... more

Brian is a Partner at Sixth Street, a global investment firm managing over $130 billion in assets as of year‑end 2025. He breaks down how Sixth Street approaches sports as an institutional asset class, from identifying asymmetric return profiles and ... more

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Recent Guests

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
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

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
#32
Israel/Business/Investing
Apple Podcasts
#103
Israel/Business
Apple Podcasts
#211
Argentina/Business/Investing
Apple Podcasts
#227
Norway/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

#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.'
#125 - Paul Desmarais III: Right to Win, Built to Last
Q: Before Sagard existed, what did your early career teach you about what the investment industry gets wrong most often?
The early career exposed the gap between Excel-based modeling and real-world execution, highlighting that leadership, motivation, and human dynamics drive outcomes alongside finances; this informs Sagard's emphasis on practical experience and empathy when partnering with founders.
#124 - Robert Smith: Enterprise Software, AI, Agentic Execution
Q: How did your background in chemical engineering and at Bell Labs influence your view of risk, systems, and value in investing?
Smith explains that rigorous process thinking, feedback/feed-forward mechanisms, and a focus on scalable, controllable systems shaped his approach to building durable, repeatable transformation in software businesses and guided his investment framework.

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. 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 3 years ago and published 131 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. Sarah Ketterer
2. Brian D'Arcy
3. Greg Bond
4. Paul Desmarais III
5. Robert Smith
6. Chris Davis
7. Doug Merritt
8. Matt McLennan

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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