# Insightful Investor Page: https://stenobird.com/podcast/insightful-investor-6700249 Text version: https://stenobird.com/podcast/insightful-investor-6700249.md RSS feed: https://feeds.captivate.fm/insightful-investor/ Official site: https://insightful-investor.captivate.fm Author: Alex Shahidi Episodes: 127 ## Resource 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/ ## Machine-readable JSON: https://stenobird.com/v1/public/podcasts/insightful-investor-6700249 Markdown: https://stenobird.com/podcast/insightful-investor-6700249.md ## Episodes - [#126 - Greg Bond: Alpha at Scale, AI for Collaboration](https://stenobird.com/podcast/insightful-investor-6700249/126-greg-bond-alpha-at-scale-ai-for-collaboration) — 2026-06-09T11:00:00+00:00 - [#125 - Paul Desmarais III: Right to Win, Built to Last](https://stenobird.com/podcast/insightful-investor-6700249/125-paul-desmarais-iii-right-to-win-built-to-last) — 2026-06-02T11:00:00+00:00 - [#124 - Robert Smith: Enterprise Software, AI, Agentic Execution](https://stenobird.com/podcast/insightful-investor-6700249/124-robert-smith-enterprise-software-ai-agentic-execution) — 2026-05-26T11:00:00+00:00 - [#123 - Chris Davis: Stewardship, Patience, Value Investing](https://stenobird.com/podcast/insightful-investor-6700249/123-chris-davis-stewardship-patience-value-investing) — 2026-05-19T11:00:00+00:00 - [#122 - Doug Merritt: Cybersecurity Risk in the AI Era](https://stenobird.com/podcast/insightful-investor-6700249/122-doug-merritt-cybersecurity-risk-in-the-ai-era) — 2026-05-12T11:00:00+00:00 - [#121 - Matt McLennan: Resilient Wealth Creation, Patience, Gold](https://stenobird.com/podcast/insightful-investor-6700249/121-matt-mclennan-resilient-wealth-creation-patience-gold) — 2026-05-05T11:00:00+00:00 - [#120 - Michael Nierenberg: Rithm’s Evolution Beyond a REIT](https://stenobird.com/podcast/insightful-investor-6700249/120-michael-nierenberg-rithm-s-evolution-beyond-a-reit) — 2026-04-28T11:00:00+00:00 - [#119 - David Eichhorn: Client‑Focused Solutions at Scale](https://stenobird.com/podcast/insightful-investor-6700249/119-david-eichhorn-client-focused-solutions-at-scale) — 2026-04-21T11:00:00+00:00 - [#118 - Jon Hirtle: The True OCIO Playbook](https://stenobird.com/podcast/insightful-investor-6700249/118-jon-hirtle-the-true-ocio-playbook) — 2026-04-14T11:00:00+00:00 - [#117 - Rod Wong: Biotech Innovation, Real Outcomes](https://stenobird.com/podcast/insightful-investor-6700249/117-rod-wong-biotech-innovation-real-outcomes) — 2026-04-07T11:00:00+00:00 - [#116 - Kevin Carter: EM Internet Opportunities & Risks](https://stenobird.com/podcast/insightful-investor-6700249/116-kevin-carter-em-internet-opportunities-risks) — 2026-03-31T11:00:00+00:00 - [#115 - Dr. Szymanski: Building Healthspan with Medicine 3.0](https://stenobird.com/podcast/insightful-investor-6700249/115-dr-szymanski-building-healthspan-with-medicine-3-0) — 2026-03-24T11:00:00+00:00 - [#114 - Michael Gross: Private Credit Crowding, Complexity Alpha](https://stenobird.com/podcast/insightful-investor-6700249/114-michael-gross-private-credit-crowding-complexity-alpha) — 2026-03-17T11:00:00+00:00 - [#113 - Young Lee & Asheesh Gupta: Audax AI Value Creation](https://stenobird.com/podcast/insightful-investor-6700249/113-young-lee-asheesh-gupta-audax-ai-value-creation) — 2026-03-10T11:00:00+00:00 - [#112 - Carl Kaufman: Public Credit Risk Discipline](https://stenobird.com/podcast/insightful-investor-6700249/112-carl-kaufman-public-credit-risk-discipline) — 2026-03-03T11:00:00+00:00 - [#111: Jack Sommers: Culture, Principles, Focus, Always](https://stenobird.com/podcast/insightful-investor-6700249/111-jack-sommers-culture-principles-focus-always) — 2026-02-24T11:00:00+00:00 - [#110 - Leland Clemons: Bond ETF Innovation](https://stenobird.com/podcast/insightful-investor-6700249/110-leland-clemons-bond-etf-innovation) — 2026-02-17T11:00:00+00:00 - [#109 - Josh Jones: The Three Circle Playbook](https://stenobird.com/podcast/insightful-investor-6700249/109-josh-jones-the-three-circle-playbook) — 2026-02-10T11:00:00+00:00 - [#108 - David Wright: Quant Investing & AI Explained](https://stenobird.com/podcast/insightful-investor-6700249/108-david-wright-quant-investing-ai-explained) — 2026-02-03T11:00:00+00:00 - [#107 - Jenny Johnson: Innovating at Trillion‑Dollar Scale](https://stenobird.com/podcast/insightful-investor-6700249/107-jenny-johnson-innovating-at-trillion-dollar-scale) — 2026-01-27T11:00:00+00:00 - [#106 - Ross Glotzbach: Long‑Term Concentrated Engaged Value](https://stenobird.com/podcast/insightful-investor-6700249/106-ross-glotzbach-long-term-concentrated-engaged-value) — 2026-01-20T11:00:00+00:00 - [#105 - Josh Baumgarten: Credit Investing Across Firm Sizes](https://stenobird.com/podcast/insightful-investor-6700249/105-josh-baumgarten-credit-investing-across-firm-sizes) — 2026-01-13T11:00:00+00:00 - [#104 - Jim Gianopulos: The Evolution of Hollywood and Tech](https://stenobird.com/podcast/insightful-investor-6700249/104-jim-gianopulos-the-evolution-of-hollywood-and-tech) — 2026-01-06T11:00:00+00:00 - [#103 - Alex Shahidi: Top 10 Insights of 2025 (Part 2)](https://stenobird.com/podcast/insightful-investor-6700249/103-alex-shahidi-top-10-insights-of-2025-part-2) — 2025-12-30T11:00:00+00:00 - [#102 - Alex Shahidi: Top 10 Insights of 2025 (Part 1)](https://stenobird.com/podcast/insightful-investor-6700249/102-alex-shahidi-top-10-insights-of-2025-part-1) — 2025-12-23T16:00:00+00:00 - [#101 - Pablos Holman: Hacking, Deep Tech & AI](https://stenobird.com/podcast/insightful-investor-6700249/101-pablos-holman-hacking-deep-tech-ai) — 2025-12-16T11:00:00+00:00 - [#100 - Rajiv Jain: AI Hype Echoes Past Tech Bubble Risks](https://stenobird.com/podcast/insightful-investor-6700249/100-rajiv-jain-ai-hype-echoes-past-tech-bubble-risks) — 2025-12-09T11:00:00+00:00 - [#99 - Joe Davis: Megatrends and the Tug-of-War Economy](https://stenobird.com/podcast/insightful-investor-6700249/99-joe-davis-megatrends-and-the-tug-of-war-economy) — 2025-12-02T11:00:00+00:00 ## Actions Episode pages expose an explicit `request_transcript` action. 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