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Insightful Investor

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

PublishesWeeklyEpisodes101Founded2 years ago
Number of ListenersCategories
BusinessInvestingManagement

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Artwork for Insightful Investor

Latest Episodes

Rajiv, CIO and Founder at GQG, managing $167 billion in assets (as of 9/30/25), warns today’s AI boom echoes the dot-com bubble. From stretched valuations to unsustainable spending, he sees cracks forming beneath the surface.

Joe is Global Chief Economist and Head of the Investment Strategy Group at Vanguard. He dives into the major forces reshaping markets—from AI-driven innovation to demographic headwinds and rising debt—and explains why the next decade will be a tug-of... more

Mark is Co-Founder of Evoke Advisors, with more than three decades advising wealthy families and institutions. Mark reflects on his investing passions, client-first philosophy, and the lessons he’s drawn from both golf and decades in wealth managemen... more

Paul is a former scientist and longtime financial advisor turned longevity expert and founder of Humanaut Health and Transparency Global. In this episode, we explore the science of living longer, the misunderstood difference between healthspan and li... more

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Recent Guests

Joe Davis
Global Chief Economist and Head of Investment Strategy Group at Vanguard, author of Coming Into View.
Vanguard
Episode: #99 - Joe Davis: Megatrends and the Tug-of-War Economy
Mark Sear
Co-founder and managing partner at Evoke Advisors
Evoke Advisors
Episode: #98 - Mark Sear: Industry Evolution
Paul Pagnato
Founder of Humanaut Health and advisory board member at Stanford Center on Longevity
Humanaut Health
Episode: #97 - Paul Pagnato: Inside the Longevity Revolution
Aakash Doshi
Global head of gold strategy at State Street Investment Management
State Street Investment Management
Episode: #96 - Aakash Doshi: The Strategic Case for Gold
Howard Levkowitz
A leader in private credit and alternative asset management, co-founder of Tennenbaum Capital Partners, and founder of Signal Hill Holdings.
Tennenbaum Capital Partners
Episode: #95 - Howard Levkowitz: The Past, Present, and Future of Private Credit
Gabriel Caillaux
Co-president at General Atlantic and global head of climate
General Atlantic
Episode: #94 - Gabriel Caillaux: Growth Equity in a Tech-Driven Market
Alex Ehrlich
Founder and CEO of Percapita, a company dedicated to bringing banking services to those living paycheck to paycheck.
Percapita
Episode: #93 - Alex Ehrlich: The Leadership Pyramid, Team-Centered Culture
Kipp DeVere
Co-President of Ares Management
Ares Management
Episode: #92 - Kipp deVeer: Steering Ares’ Growth in Alternatives
Steven Romick
Co-managing partner of First Pacific Advisors and steward of the FPA Crescent Fund
First Pacific Advisors
Episode: #91 - Steven Romick: Value, Quality, and Adaptability

Host

Alex Shahidi
Host of the Insightful Investor Podcast, Co-CIO of Evoke Advisors, with extensive experience managing client investments and a background in authoring investment literature and articles.

Reviews

5.0 out of 5 stars from 40 ratings
  • Good so far

    Thank you

    Apple Podcasts
    5
    Qrrvjkgxhjlkvg
    United States9 months 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.

The friendly and conversational format is appealing, keeping listeners engaged.
Listeners appreciate the insightful content that challenges conventional investment beliefs.
There is high praise for the depth of conversation and the quality of the guests.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

#98 - Mark Sear: Industry Evolution
Q: What does an exceptional advisor look like 10 years from now?
They'll likely have a strong emotional quotient alongside their intelligence, providing crucial connections with clients.
#98 - Mark Sear: Industry Evolution
Q: What do you think are the most significant changes in the investment advisory industry since you started?
The shift to a model focused on client welfare rather than sales-driven tactics, with more advisors recognizing the need for transparency.
#98 - Mark Sear: Industry Evolution
Q: What do you think are the best parts of your job?
I love developing deep relationships with clients and solving the puzzles they present to me.
#98 - Mark Sear: Industry Evolution
Q: What do you think originally sparked your passion for investing?
It began with my curiosity and competitiveness, finding excitement in discovering strategies that might be overlooked by others.
#97 - Paul Pagnato: Inside the Longevity Revolution
Q: What strategies can people implement to promote healthspan and longevity?
Focus on stress management, adequate sleep, and regular movement, as these foundational pillars are free and crucial for a long quality life.

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 podcast that features engaging conversations with some of the world's foremost investors and business leaders. Listeners can expect to hear unique insights into market trends and investment strategies that often challenge conventional wisdom. The discussion format encourages a thoughtful exploration of various topics, making complex financial concepts more accessible and relatable. Notably, the host has a wealth of experience in investment management, offering perspectives that highlight both traditional and innovative approaches to investing, which distinguishes the content from typical financial discourse.

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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. Value Investing with Legends
5. Grant's Current Yield Podcast

How many episodes of Insightful Investor are there?

Insightful Investor launched 2 years ago and published 101 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Insightful Investor?

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What guests have appeared on Insightful Investor?

Recent guests on Insightful Investor include:

1. Joe Davis
2. Mark Sear
3. Paul Pagnato
4. Aakash Doshi
5. Howard Levkowitz
6. Gabriel Caillaux
7. Alex Ehrlich
8. Kipp DeVere

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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