22 episodes

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, widely misunderstood, or underappreciated. With over two decades of experience managing billions of dollars in client assets, Alex offers unique access to some of the industry’s top thinkers. He has authored two investment books and contributed to leading journals, and he consistently ranks among the elite financial advisors by Forbes and Barron’s. As an independent and innovative voice, Alex offers a fresh take on investing. We invite you to tune in and would love to hear your feedback.

https://insightfulinvestor.org/

Insightful Investor Alex Shahidi

    • Business

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, widely misunderstood, or underappreciated. With over two decades of experience managing billions of dollars in client assets, Alex offers unique access to some of the industry’s top thinkers. He has authored two investment books and contributed to leading journals, and he consistently ranks among the elite financial advisors by Forbes and Barron’s. As an independent and innovative voice, Alex offers a fresh take on investing. We invite you to tune in and would love to hear your feedback.

https://insightfulinvestor.org/

    #21 - Bob Chagares: Logistics, E-Commerce, "Small Boxes"

    #21 - Bob Chagares: Logistics, E-Commerce, "Small Boxes"

    Bob is the Founder and Chairman of High Street, which is a private real estate manager that has invested over $5B in industrial and logistics properties over 20+ years. Bob shares insights about the industry’s evolution over the past few decades, the impact of e-commerce on logistics and growing demand for “small boxes.”

    • 1 hr 5 min
    #20 - Matt Smith: Ruffer, Market History, Outlook

    #20 - Matt Smith: Ruffer, Market History, Outlook

    Matt is a Senior Fund Manager at Ruffer, a $30B UK-based absolute return manager that is highly regarded for its macro perspectives. Matt shares insights about Ruffer’s unique investment philosophy, risk management, financial markets history and the firm’s market outlook.

    • 1 hr 53 min
    #19 - Michael Bego: Secondaries, Private Markets

    #19 - Michael Bego: Secondaries, Private Markets

    Mike is Founder and Managing Partner of Kline Hill Partners, a $5B alternative asset manager that invests in secondaries. Mike shares insights about the secondaries market and private investments.

    • 1 hr 8 min
    #18 - David Samra: Value Investing, Market Efficiency

    #18 - David Samra: Value Investing, Market Efficiency

    David is the founding partner and lead portfolio manager of the Artisan International Value Team, which manages about $40B. David shares his perspectives about value investing, the importance of buying at a discount to intrinsic value and risk management.

    • 1 hr 12 min
    #17 - Hal Hershfield: Behavioral Finance, Future Self

    #17 - Hal Hershfield: Behavioral Finance, Future Self

    Hal is a Professor of Marketing, Behavioral Decision Making, and Psychology at UCLA’s Anderson School of Management, and the author of Your Future Self: How to Make Tomorrow Better Today. Hal shares key insights about how people make decisions and common behavioral biases.

    • 59 min
    #16 - Gerard O'Reilly: DFA, Financial Science, Indexing

    #16 - Gerard O'Reilly: DFA, Financial Science, Indexing

    Gerard is Co-CEO, Co-CIO and Director of Dimensional Fund Advisors. DFA applies financial science to investing and manages over $700B. Gerard shares his perspectives about flexible index investing, market cycles, diversification and AI.

    • 1 hr 15 min

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