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Insightful Investor

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

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

PublishesWeeklyEpisodes114Founded2 years ago
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ManagementBusinessInvesting

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Latest Episodes

Young is Co‑President at Audax Private Equity, and Asheesh is a Managing Director overseeing the firm’s Strategic Resources Group and Portfolio Support team at Audax, a leading middle market PE platform managing $19.5 billion (as of year‑end 2025). W... more

Carl is Co‑President and Co‑CEO of Osterweis Capital Management, a boutique investment firm founded in 1983 with approximately $8 billion in AUM (as of 12/31/25). We discuss public credit through an absolute return lens, with an emphasis on downside ... more

Jack is the Co‑Founder and Executive Chair of Income Research + Management (IR+M), a specialist fixed income firm managing approximately $131B (as of 12/31/25). We cover his father‑son origin, first‑principles discipline, and how focus and culture po... more

Leland, founder and CEO of BondBloxx—a fixed‑income‑only ETF issuer managing $7 billion (as of 12/31/25)—joins the show to discuss the evolution and future of bond ETFs. We explore how the ETF ecosystem has changed, why a bond‑only platform was neede... more

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Recent Guests

Carl Kaufman
Co-President and Co-CEO at Osterweis Capital Management
Osterweis Capital Management
Episode: #112 - Carl Kaufman: Public Credit Risk Discipline
Jack Sommers
Co-founder and executive chair of Income Research and Management
Income Research and Management
Episode: #111: Jack Sommers: Culture, Principles, Focus, Always
Leland Clemons
Founder and CEO of BondBloxx
BondBloxx
Episode: #110 - Leland Clemons: Bond ETF Innovation
Josh Jones
Investment professional overseeing international and global long-short portfolios at Boston Partners.
Boston Partners
Episode: #109 - Josh Jones: The Three Circle Playbook
David Wright
Head of Quantitative Investments at Pictet Asset Management
Pictet Asset Management
Episode: #108 - David Wright: Quant Investing & AI Explained
Jenny Johnson
CEO of Franklin Templeton with a long history in the firm, focused on innovation and client success.
Franklin Templeton
Episode: #107 - Jenny Johnson: Innovating at Trillion‑Dollar Scale
Ross Glotzbach
CEO and head of research at Southeastern Asset Management
Southeastern Asset Management
Episode: #106 - Ross Glotzbach: Long‑Term Concentrated Engaged Value
Jim Gianopulos
Former chairman and CEO of 20th Century Fox and Paramount Pictures
Episode: #104 - Jim Gianopulos: The Evolution of Hollywood and Tech
Pablos Holman
Legendary hacker, inventor, and deep tech investor
Episode: #101 - Pablos Holman: Hacking, Deep Tech & AI

Host

Alex Shahidi
Host of the Insightful Investor Podcast; Co-CIO of Evoke Advisors

Reviews

5.0 out of 5 stars from 40 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 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.

Guests are consistently high-caliber and content is guidance-forward.
Thoughtful host draws out deep thinking from guests.
Listeners appreciate the clear, insightful conversations and practical takeaways.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

#112 - Carl Kaufman: Public Credit Risk Discipline
Q: How do you define conviction in a world where bonds don't 5x and you must hold to maturity?
Avoid turnover by purchasing with the intent to hold to maturity, focus on long-term outcomes rather than short-term moves, and maintain patient, high-conviction positions rather than trading frequently to chase near-term benchmarks.
#112 - Carl Kaufman: Public Credit Risk Discipline
Q: What sparked your fixed income perspective and how did you get into the space?
Kaufman describes starting in equity research, moving to convertible bonds, and discovering the appeal of fixed income through portfolio construction, risk control, and the discipline of evaluating credit risk rather than chasing upside. He emphasizes learning from the market's mindset and recognizing how bonds fit into a broader portfolio.
#110 - Leland Clemons: Bond ETF Innovation
Q: What did you see from those vantage points that convinced you a bond-only ETF firm that focused just on bonds needed to exist?
I left in 2019... and was really able to see from a front row seat the change that was being driven in the fixed income markets.
#108 - David Wright: Quant Investing & AI Explained
Q: What do you see as the next wave of innovation?
Wright mentions continued advancements in machine learning AI combined with new data sources as the key to further innovation in quantitative investing.
#108 - David Wright: Quant Investing & AI Explained
Q: Can you provide an overview of the quantitative investment franchise that Pictet Asset Management and tell us about its origin and the team?
Wright describes the Pictet quantitative investment team, which has managed assets for over 20 years, focusing on multi-asset approaches and employing machine learning in their strategies.

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 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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Which podcasts are similar to Insightful Investor?

These podcasts share a similar audience with Insightful Investor:

1. Capital Allocators – Inside the Institutional Investment Industry
2. The Memo by Howard Marks
3. Masters in Business
4. We Study Billionaires - The Investor’s Podcast Network
5. Odd Lots

How many episodes of Insightful Investor are there?

Insightful Investor launched 2 years ago and published 114 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. Carl Kaufman
2. Jack Sommers
3. Leland Clemons
4. Josh Jones
5. David Wright
6. Jenny Johnson
7. Ross Glotzbach
8. Jim Gianopulos

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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