{"podcast":{"title":"Insightful Investor","slug":"insightful-investor-6700249","podcast_index_feed_id":6700249,"rss_url":"https://feeds.captivate.fm/insightful-investor/","website_url":"https://insightful-investor.captivate.fm","image_url":"https://artwork.captivate.fm/512fdeb1-a9a0-4eea-b617-898f85f54c54/II-Podcast-Thumbnail-NEW.jpg","author":"Alex Shahidi","episode_count":127,"summary":"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/","last_synced_at":"2026-06-10T00:17:50.992557+00:00","page_url":"https://stenobird.com/podcast/insightful-investor-6700249"},"episode":{"title":"#105 - Josh Baumgarten: Credit Investing Across Firm Sizes","slug":"105-josh-baumgarten-credit-investing-across-firm-sizes","published_at":"2026-01-13T11:00:00+00:00","page_url":"https://stenobird.com/podcast/insightful-investor-6700249/105-josh-baumgarten-credit-investing-across-firm-sizes","show_page_url":"https://stenobird.com/podcast/insightful-investor-6700249","url":"https://insightful-investor.captivate.fm","audio_url":"https://episodes.captivate.fm/episode/9e86a90c-29a4-4165-b74a-dfac51138c0d.mp3","summary":"Josh is President & CIO of Beach Point Capital Management, overseeing more than $20B across the credit spectrum (as of 9/30/25). With decades of experience at BlackRock, Blackstone, and Angelo Gordon, he offers a builder’s perspective on platforms, portfolio construction, and leadership through cycles. In this episode, Josh explores the pros and cons of scale, the macro backdrop, the signals he watches to anticipate market shifts, and the biggest risks in today’s credit markets. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC (\"Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission (\"SEC\"), which does not imply any particular level of skill or training. Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person. While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date. The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or ad…","meta_description":"Josh is President & CIO of Beach Point Capital Management, overseeing more than $20B across the credit spectrum (as of 9/30/25). With decades of exper…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3627,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/insightful-investor-6700249/episodes/105-josh-baumgarten-credit-investing-across-firm-sizes/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/insightful-investor-6700249/105-josh-baumgarten-credit-investing-across-firm-sizes.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}