Insightful Investor
Episodes
#21 - Bob Chagares: Logistics, E-Commerce, "Small Boxes"
21 May 2024
Contributed by Lukas
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 properti...
#20 - Matt Smith: Ruffer, Market History, Outlook
14 May 2024
Contributed by Lukas
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 insig...
#19 - Michael Bego: Secondaries, Private Markets
07 May 2024
Contributed by Lukas
Mike is Founder and Managing Partner of Kline Hill Partners, a $5B alternative asset manager that invests in secondaries. Mike shares insights about t...
#18 - David Samra: Value Investing, Market Efficiency
30 Apr 2024
Contributed by Lukas
David is the founding partner and lead portfolio manager of the Artisan International Value Team, which manages about $40B. David shares his perspecti...
#17 - Hal Hershfield: Behavioral Finance, Future Self
23 Apr 2024
Contributed by Lukas
Hal is a Professor of Marketing, Behavioral Decision Making, and Psychology at UCLA’s Anderson School of Management, and the author of Your Future S...
#16 - Gerard O'Reilly: DFA, Financial Science, Indexing
16 Apr 2024
Contributed by Lukas
Gerard is Co-CEO, Co-CIO and Director of Dimensional Fund Advisors. DFA applies financial science to investing and manages over $700B. Gerard shares h...
#15 – Kjerstin Hatch: Muni Bond Market
09 Apr 2024
Contributed by Lukas
Kjerstin is Founder and Managing Principal of Lapis Advisers, which she launched in 2009 to focus on special situation securities in the municipal bon...
#14 – Glenn August: Oak Hill Advisors, Private Credit
02 Apr 2024
Contributed by Lukas
Glenn is Founder, Senior Partner and CEO of Oak Hill Advisors, a $63B alternative investment firm. In a broad ranging conversation, Glenn talks about ...
#13 – Jim Haskel: Bridgewater, Diversification, Outlook
26 Mar 2024
Contributed by Lukas
Jim is a Senior Portfolio Strategist and Head of Client Service at Bridgewater Associates, the world’s largest hedge fund. He is also Editor of the ...
#12 - Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth
19 Mar 2024
Contributed by Lukas
Jeremy Grantham is the Co-Founder and Long-Term Investment Strategist of GMO, which manages over $60B. Jeremy discusses his background and shares fasc...
#11 - Fran Kinniry: Vanguard, Common Investor Oversights
12 Mar 2024
Contributed by Lukas
Fran Kinniry is Principal and Head of Vanguard Investment Advisory Research Center. Vanguard is one of the largest investment firms in the world with ...
#10 - Rich Bernstein: Market Outlook, Investment Opportunities
05 Mar 2024
Contributed by Lukas
Rich Bernstein is the Founder, CEO and CIO of Richard Bernstein Advisors (RBA), a $15B manager that combines macroeconomic and quantitative analysis t...
#9 - Wes Whitman: Real Estate Investing, Outlook
27 Feb 2024
Contributed by Lukas
Wes Whitman is the Co-Founder of Whitman Peterson, a $2B opportunistic private real estate manager. Wes shares insights about the real estate landscap...
#8 - Rajiv Jain: Stocks, GQG, Adaptability
20 Feb 2024
Contributed by Lukas
Rajiv Jain is the Founder, CIO, Chairman and Portfolio Manager of GQG, a $120B global equity firm that he launched in 2016. Rajiv shares insights abou...
#7 - Vineer Bhansali: Tail Risk, Investment Lessons
13 Feb 2024
Contributed by Lukas
Vineer Bhansali is the Founder and CIO of LongTail Alpha, which he launched after serving as a portfolio manager at PIMCO for 15 years. Vineer focuses...
#6 - Tony Cusano: Private Markets, Secondaries
06 Feb 2024
Contributed by Lukas
Tony Cusano is the Co-Founder and Managing Partner of Banner Ridge, a $7B alternative asset manager that focuses on secondaries. Tony describes the pr...
#5 - Brian Higgins: Risk, King Street, Outlook
30 Jan 2024
Contributed by Lukas
Brian Higgins is the Co-Founder, Managing Partner and Co-Portfolio Manager of King Street, a $25 billion global alternative asset manager. Brian offer...
#4 – Ben Reeves: Institutional vs. Retail Investors, Alternatives
23 Jan 2024
Contributed by Lukas
Ben Reeves, the CIO at Wealthsimple, oversees one of Canada's fastest growing and most trusted consumer finance companies. Offering distinctive i...
#3 – Bob Elliott: Portfolio Construction, Outlook
16 Jan 2024
Contributed by Lukas
Bob Elliott serves as the CEO, CIO, and co-founder of Unlimited, a company that leverages the power of machine learning to produce low-cost index repl...
#2 Paul Podolsky: Markets, Geopolitics
09 Jan 2024
Contributed by Lukas
Paul Podolsky, a prolific writer and investor, founded Still Press Media and Kate Capital. With 15 years as Senior Portfolio Strategist at Bridgewater...
#1 - Introducing Your Host: Alex Shahidi
02 Jan 2024
Contributed by Lukas
Welcome to Episode #1, where we introduce our host, Alex. In this inaugural episode, Alex delves into his background, revealing key investment lessons...
Insightful Investor TRAILER
26 Oct 2023
Contributed by Lukas
The Insightful Investor Podcast is a weekly series hosted by Alex Shahidi, Co-CIO of one of the nation's leading RIAs. In a conversational, "fireside ...