Insightful Investor

#117 - Rod Wong: Biotech Innovation, Real Outcomes

Tue, 07 Apr 2026 04:00:00 -0700

Rod is Founder and CIO of RTW Investments, a life sciences investment and innovation firm focused on building and backing companies that aim to transform patients’ lives. We discuss his path from medicine to investing, how investors, entrepreneurs, and scientists collaborate to create durable biotech companies, how he thinks about long‑term innovation across public and private markets, and where real value is emerging beyond the hype.

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 adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.

Statements herein are general and may not reflect an individual’s or entity’s specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers’ views are personal and may differ from Evoke and MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with Evoke and MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.

(As of December 22, 2025)

#116 - Kevin Carter: EM Internet Opportunities & Risks

Tue, 31 Mar 2026 04:00:00 -0700

Kevin is the Founder and CIO of EMQQ Global, a specialist investment firm focused on emerging markets internet and digital consumer companies, and creators of 3 NYSE listed ETFs (EMQQ, FMQQ & INQQ). We discuss EM internet opportunities and risks, including why investing in companies—not countries—matters, how to think about China and India through a risk‑aware lens, and where EM indexes and governance can break down.

(As of December 22, 2025)

#115 - Dr. Szymanski: Building Healthspan with Medicine 3.0

Tue, 24 Mar 2026 04:00:00 -0700

We take a brief detour from our usual investment‑focused conversations to welcome Dr. Jared Szymanski, a leading physician in preventative and precision medicine. Dr. Szymanski explains how Medicine 3.0 reframes risk, extends healthspan, and helps people stay ahead of the “big four” diseases long before symptoms appear—offering insights that echo the long‑term, forward‑looking mindset central to disciplined investing.

(As of December 22, 2025)

#114 - Michael Gross: Private Credit Crowding, Complexity Alpha

Tue, 17 Mar 2026 04:00:00 -0700

Michael is Co‑Founder of SLR Capital Partners, a private credit firm advising on $13B of total available capital (as of 9/30/25), and a pioneer of modern private credit, including as a founding partner of Apollo Global Management. We discuss how the private credit landscape has evolved as it has scaled and institutionalized, why parts of the market have become crowded, and how complex strategies like asset‑based lending may offer more compelling risk‑adjusted returns and true portfolio differentiation today.

(As of December 22, 2025)

#113 - Young Lee & Asheesh Gupta: Audax AI Value Creation

Tue, 10 Mar 2026 04:00:00 -0700

Young is Co‑President at Audax Private Equity, and Asheesh is a Managing Director overseeing the firm’s Strategic Resources Group and Portfolio Support team at Audax, a leading middle market PE platform managing $19.5 billion (as of year‑end 2025). We discuss how Audax is intentionally embedding data and AI into its operating model and portfolio companies to systematically enhance decision‑making, scale its Buy & Build strategy, and drive durable value creation.

(As of December 22, 2025)

#112 - Carl Kaufman: Public Credit Risk Discipline

Tue, 03 Mar 2026 04:00:00 -0700

Carl is Co‑President and Co‑CEO of Osterweis Capital Management, a boutique investment firm founded in 1983 with approximately $8 billion in AUM (as of 12/31/25). We discuss public credit through an absolute return lens, with an emphasis on downside risk management, cycle awareness, and where markets may be mispricing risk.

(As of December 22, 2025)

#111: Jack Sommers: Culture, Principles, Focus, Always

Tue, 24 Feb 2026 04:00:00 -0700

Jack is the Co‑Founder and Executive Chair of Income Research + Management (IR+M), a specialist fixed income firm managing approximately $131B (as of 12/31/25). We cover his father‑son origin, first‑principles discipline, and how focus and culture power a client‑first edge—plus independence, balance, succession, and where their portfolio construction diverges.

(As of December 22, 2025)

#110 - Leland Clemons: Bond ETF Innovation

Tue, 17 Feb 2026 04:00:00 -0700

Leland, founder and CEO of BondBloxx—a fixed‑income‑only ETF issuer managing $7 billion (as of 12/31/25)—joins the show to discuss the evolution and future of bond ETFs. We explore how the ETF ecosystem has changed, why a bond‑only platform was needed, and the innovations reshaping fixed income, from precision tools to private credit ETFs.

(As of December 22, 2025)

#109 - Josh Jones: The Three Circle Playbook

Tue, 10 Feb 2026 04:00:00 -0700

Josh helps lead Boston Partners’ international and global long/short strategies at a firm managing $125 billion (as of 9/30/25). We talk about his data‑driven filtering process, persistent market anomalies, how he navigates regime shifts, and where he’s finding the most compelling opportunities around the world today.

(As of December 22, 2025)

#108 - David Wright: Quant Investing & AI Explained

Tue, 03 Feb 2026 04:00:00 -0700

With over two centuries of experience and $926B in assets (as of 9/30/25), Pictet Asset Management has a deep foundation in disciplined investing, and David, its Head of Quantitative Investments, explains how that expertise translates into modern quant and AI‑driven approaches. We discuss how he uses data, models, and human judgment to construct portfolios.

(As of December 22, 2025)

#107 - Jenny Johnson: Innovating at Trillion‑Dollar Scale

Tue, 27 Jan 2026 04:00:00 -0700

As CEO of Franklin Templeton ($1.6 trillion as of 9/30/25), Jenny offers a rare inside look at steering a legacy firm through rapid change and technological transformation. We discuss how she balances heritage with innovation, her acquisition strategy, the future of public and private markets, and her insights on AI, blockchain, investor behavior, and mispriced opportunities.

(As of December 22, 2025)

#106 - Ross Glotzbach: Long‑Term Concentrated Engaged Value

Tue, 20 Jan 2026 04:00:00 -0700

Ross is the CEO and Head of Research at Southeastern Asset Management, a firm with a 50‑year record of long‑term, concentrated value investing. In this episode, he breaks down how true multi‑year investing works in practice—from business‑people‑price discipline to the advantages of engagement, selectivity, and thinking far beyond the market’s short time horizon.

(As of December 22, 2025)

#105 - Josh Baumgarten: Credit Investing Across Firm Sizes

Tue, 13 Jan 2026 04:00:00 -0700

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.

(As of December 22, 2025)

#104 - Jim Gianopulos: The Evolution of Hollywood and Tech

Tue, 06 Jan 2026 04:00:00 -0700

Jim, former Chairman & CEO of 20th Century Fox and Paramount Pictures, helped bring Titanic, Avatar, and Top Gun: Maverick to global success. In this episode, we explore his journey from lawyer to studio chief, his role in connecting Hollywood and Silicon Valley, the evolution of the film industry, and how innovation—including AI—could shape the future of movies.

(As of December 22, 2025)

#103 - Alex Shahidi: Top 10 Insights of 2025 (Part 2)

Tue, 30 Dec 2025 04:00:00 -0700

As 2025 draws to a close, we’re proud to present the year’s top 10 insights, ranked from 10 to 1. This episode features the top 5 insights. Last week we unveiled insights 10 through 6.

(As of December 22, 2025)

#102 - Alex Shahidi: Top 10 Insights of 2025 (Part 1)

Tue, 23 Dec 2025 09:00:00 -0700

As 2025 draws to a close, we’re proud to present the year’s top 10 insights, ranked from 10 to 1. This episode features insights 10 through 6, while our final release of the year will unveil the top 5.

(As of December 22, 2025)

#101 - Pablos Holman: Hacking, Deep Tech & AI

Tue, 16 Dec 2025 04:00:00 -0700

Pablos is a legendary hacker, inventor, and deep‑tech investor who helped launch Blue Origin and co‑founded Intellectual Ventures Lab with Microsoft’s first CTO. He explains what responsible hacking means and explores how deep tech and AI can deliver transformative breakthroughs for the future.

(As of December 22, 2025)

#100 - Rajiv Jain: AI Hype Echoes Past Tech Bubble Risks

Tue, 09 Dec 2025 04:00:00 -0700

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.

(As of December 22, 2025)

#99 - Joe Davis: Megatrends and the Tug-of-War Economy

Tue, 02 Dec 2025 04:00:00 -0700

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-war of megatrends and why consensus forecasts may miss the mark.

(As of December 22, 2025)

#98 - Mark Sear: Industry Evolution

Tue, 25 Nov 2025 04:00:00 -0700

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 management. He shares practical wisdom on industry evolution, and how adaptability, discipline, and trusted advice drive long-term success.

(As of December 22, 2025)

#97 - Paul Pagnato: Inside the Longevity Revolution

Tue, 18 Nov 2025 04:00:00 -0700

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 lifespan, and how transparency can be a powerful driver of trust and business growth.

(As of December 22, 2025)

#96 - Aakash Doshi: The Strategic Case for Gold

Tue, 11 Nov 2025 04:00:00 -0700

Aakash is the Global Head of Gold Strategy at State Street Investment Management, one of the world’s largest asset managers. He shares insights on gold’s historic resilience, its role as a portfolio diversifier, market dynamics, and how investors should approach strategic allocation in light of current global trends.

(As of December 22, 2025)

#95 - Howard Levkowitz: The Past, Present, and Future of Private Credit

Tue, 04 Nov 2025 04:00:00 -0700

Howard is co‑founder of Tennenbaum Capital Partners, where he helped build one of the early success stories in private credit before leading its integration into BlackRock. In this episode, he shares how private credit grew from a niche strategy into a cornerstone of modern portfolios, the lessons learned through that evolution, and what innovations may define its future.

(As of December 22, 2025)

#94 - Gabriel Caillaux: Growth Equity in a Tech-Driven Market

Tue, 28 Oct 2025 04:00:00 -0700

Gabe is Co-President at General Atlantic, a global growth equity firm managing approximately $114 billion in assets as of June 2025. He discusses growth equity investing and how GA partners with visionary entrepreneurs to build category-leading companies. The conversation explores technology, market evolution, and collaboration strategies that drive transformational growth.

(As of December 22, 2025)

#93 - Alex Ehrlich: The Leadership Pyramid, Team-Centered Culture

Tue, 21 Oct 2025 04:00:00 -0700

Alex is founder and CEO of Percapita and a longtime senior executive at Goldman Sachs, UBS, and Morgan Stanley. He shares four decades of insights—from his “Leadership Pyramid” philosophy and the value of a team-centered culture to expanding inclusive banking. Listeners will learn strategies for building resilient organizations and leading with purpose.

(As of December 22, 2025)

#92 - Kipp deVeer: Steering Ares’ Growth in Alternatives

Tue, 14 Oct 2025 04:00:00 -0700

Kipp is Co-President of Ares Management, which manages $572 billion in assets (as of 6/30/25) and is a global leader in alternative investments. He discusses Ares’ rapid growth, leadership strategy, and the evolving landscape for private assets and clients.

(As of December 22, 2025)

#91 - Steven Romick: Value, Quality, and Adaptability

Tue, 07 Oct 2025 04:00:00 -0700

Steven is Co-Managing Partner of First Pacific Advisors and long-time steward of the FPA Crescent Fund’s flexible, risk-aware approach, with FPA managing $28 billion as of June 2025. In this episode, Steven shares wisdom from three decades of investing—how prioritizing margin of safety, business quality, adaptability, value, and a relentless focus on avoiding permanent capital loss have shaped his enduring philosophy.

(As of December 22, 2025)

#90 - Adam Blitz: The Hedge Fund Playbook

Tue, 30 Sep 2025 04:00:00 -0700

Adam is CEO and CIO of Evanston Capital Management, overseeing $4.3 billion as of August 2025. Adam shares actionable insights on manager selection, real diversification, and identifying true alpha versus beta—highlighting why most hedge funds fail to add value and how to spot the few that genuinely do.

(As of December 22, 2025)

#89 - Brock Sutton: Adapting to the AI Era

Tue, 23 Sep 2025 04:00:00 -0700

Brock is Head of Emerging Client Capabilities at Capital Group. In this conversation, he explores the transformative impact of AI, demystifies AI’s role in technology, and discusses its effects on jobs, business workflows, and personal productivity. He also shares practical strategies to thrive in the AI era.

(As of December 22, 2025)

#88 - Bruno del Ama: Leadership, Spirituality, Growth, Fulfillment

Tue, 16 Sep 2025 04:00:00 -0700

Bruno is a pioneering entrepreneur and co-founder of Global X and Sangha. In this episode, he shares his unique journey from launching a multibillion-dollar asset management firm during the financial crisis to empowering others through peer support and spiritual growth. Bruno offers insights on purposeful leadership, personal fulfillment, and the intersection of business, spirituality, and self-discovery.

(As of December 22, 2025)

#87 - Eduardo Repetto: Financial Science Meets Portfolio Innovation

Tue, 09 Sep 2025 04:00:00 -0700

Eduardo is CIO of Avantis Investors, which manages over $75 billion in assets (as of 6/30/25). In this episode, Eduardo shares lessons learned from his journey as a scientist turned portfolio innovator—discussing financial science, systematic investing, and the future of asset management.

(As of December 22, 2025)

#86 - Jason Thomas: Inflation, AI Economics, Tariffs, Private Markets

Tue, 02 Sep 2025 04:00:00 -0700

Jason, Head of Global Research and Investment Strategy at Carlyle ($465B AUM as of 6/30/25), discusses the challenges of persistent inflation and government debt, and the shifting nature of portfolio diversification in today’s macro environment. He explores the economic impacts of AI, the outlook for U.S. policy and markets, and offers insights on the evolving roles of private markets and private credit in building resilient portfolios.

(As of December 22, 2025)

#85 - Darell Krasnoff: Wealth Management Evolution, Leadership

Tue, 26 Aug 2025 04:00:00 -0700

Darell, managing partner at Evoke Advisors, co-founder of Bel Air Investment Advisors, and ex-Goldman Sachs Partner and manager of their Los Angeles office for private client services in the 1990s, shares insights on the evolution of wealth management, the centrality of trust and transparency, and how AI is reshaping the industry. He reflects on the advisor-client relationship, leadership, and the importance of diversification and patience in investing.

(As of December 22, 2025)

#84 - Carl Ross: EM Debt, Global Shifts, Opportunities

Tue, 19 Aug 2025 04:00:00 -0700

Dr. Carl Ross, partner and lead researcher for Emerging Country Debt at GMO, brings decades of expertise in sovereign credit across emerging markets. He shares his perspectives on the evolution, risks, opportunities, and outlook for EM debt, diving into credit cycles, valuations, and why he sees EM local debt as a once-in-a-generation opportunity for investors.

(As of December 22, 2025)

#83 - Yie-Hsin Hung: Leadership, Innovation, Adaptability

Tue, 12 Aug 2025 04:00:00 -0700

Yie-Hsin, President and CEO of State Street Investment Management, shares her journey from engineering to leading one of the world’s largest asset managers with $4.6T AUM (as of 3/31/25). She discusses her approach to leadership, State Street’s evolution from pioneering ETFs to private markets through strategic partnerships, and the importance of adaptability in a large company.

(As of December 22, 2025)

#82 - Tony Davidow: Alternatives, Education, Bridging Investor Gaps

Tue, 05 Aug 2025 04:00:00 -0700

Tony is a senior alternatives investment strategist at Franklin Templeton, which manages $1.6T in assets (as of 6/30/25). Tony shares his journey across family offices and institutions, explores the evolving landscape of alternative assets, and discusses how education can help bridge the gap between everyday and sophisticated investors. Listeners will learn practical frameworks for portfolio design and actionable insights on the future of alternatives.

(As of December 22, 2025)

#81 - Blake Johnson: Entrepreneurship, Bootstrapping, Resilience

Tue, 29 Jul 2025 04:00:00 -0700

Blake is a serial entrepreneur, investor, and philanthropist who has founded and sold businesses exceeding $1.1 billion. He shares his journey from small-town beginnings to building Byte into a billion-dollar company without outside funding, and discusses lessons in entrepreneurship, resilience, leadership, and giving back.

(As of December 22, 2025)

#80 - Andrew Metrick: Master Class in Financial Crises & Bank Runs

Tue, 22 Jul 2025 04:00:00 -0700

Andrew is the Janet Yellen Professor of Finance and Management at the Yale School of Management and Director of the Yale Program on Financial Stability, specializing in financial crises. He discusses the vulnerabilities of the banking system, lessons from recent crises like SVB and the GFC, the government’s role in crisis management, and the biggest risks facing today’s financial system.

(As of December 22, 2025)

#79 - Jon Gray: Leadership, Scaling Blackstone, Market Trends

Tue, 15 Jul 2025 04:00:00 -0700

Jon is President and COO of Blackstone—one of the world’s largest and most highly valued investment firms, managing over $1.1 trillion in assets (as of 3/31/25). He shares his career journey, insights on leading through rapid growth, and his outlook on the evolving landscape of investing and innovation. Listen for a candid take on leadership, culture, and the future of finance.

(As of December 22, 2025)

#78 - Leonard Kleinrock: Internet Creation, AI Future

Tue, 08 Jul 2025 04:00:00 -0700

Dr. Leonard Kleinrock, a distinguished professor of computer science at UCLA, helped invent the Internet and supervised the sending of its first message in 1969. In this episode, he shares stories from those early days, reflects on the evolution of the Internet, and discusses what the rise of AI means for the future of technology and society.

(As of December 22, 2025)

#77 - Charlie Ruffel: Asset Management Industry Evolution, Alternatives

Tue, 01 Jul 2025 04:00:00 -0700

Charlie is founder, Chairman and Managing Partner of Kudu Investment Management and a board director of Charles Schwab. Drawing on decades of experience as a financial journalist, asset management executive, and private equity investor, he shares unique insights shaped by viewing the industry from multiple angles. In this episode, Charlie discusses the evolution of the industry and the growing role of alternative investments.

(As of December 22, 2025)

#76 - Jeff Huber: Innovation, Google, GRAIL, Triatomic

Tue, 24 Jun 2025 04:00:00 -0700

Jeff is the founder of Triatomic Capital and former Google SVP. He shares lessons from building Google Maps, Ads, and Gmail, founding GRAIL for early cancer detection, and leading transformative teams. Jeff discusses his vision for backing “century-defining” companies and offers insights on leadership, innovation, biotech, and building companies that change the world.

(As of December 22, 2025)

#75 - Liz Ann Sonders: Investing Principles, Inflation, Instability, Diversification

Tue, 17 Jun 2025 04:00:00 -0700

Liz Ann is the long-time Chief Investment Strategist at Charles Schwab, with over 25 years at the firm and frequent appearances on CNBC, Bloomberg, CNN, and CBS News. She shares insights on the core principles of investing, the challenges of maintaining discipline, and the impact of economic and policy uncertainty. We discuss inflation trends, market cycles, portfolio construction, diversification, and how investors can navigate today’s rapidly changing environment.

(As of December 22, 2025)

#74 - Alan Waxman: Sixth Street, Leadership, Outlook

Tue, 10 Jun 2025 04:00:00 -0700

As Co-Founding Partner and CEO of Sixth Street, Alan has guided the firm from its founding to a leading global investment firm — an achievement that followed his early success as one of Goldman Sachs’ youngest-ever partners. He offers an inside look at Sixth Street’s investor-first approach and shares his perspectives on today’s investment landscape.

(As of December 22, 2025)

#73 - Greg Sharenow: Inflation History, Outlook, and Hedging

Tue, 03 Jun 2025 04:00:00 -0700

Greg is Managing Director and Portfolio Manager at PIMCO, one of the world’s largest asset managers. He leads the firm’s commodity and real asset strategies. Greg discusses the forces driving inflation, how investors can navigate today’s evolving macro environment, and why diversification is essential when hedging inflation risk.

(As of December 22, 2025)

#72 - Damien Bisserier: Bridgewater Lessons, Advising Families, Diversification

Tue, 27 May 2025 04:00:00 -0700

Damien is my long-time business partner and the other Co-CIO of Evoke Advisors. He brings a unique perspective shaped by his journey from advising some of the world’s largest institutional investors at Bridgewater to working with wealthy families and smaller institutions. Through this transition, Damien has gained firsthand experience with a wide range of investment approaches and priorities.

(As of December 22, 2025)

#71 - David Rutherford: Navy Seal Mindset, Embracing Fear

Tue, 20 May 2025 04:00:00 -0700

David is a former Navy SEAL, SEAL instructor, and CIA contractor who has become a motivational speaker, performance coach, and founder of the Froglogic Institute. In this episode, David shares powerful lessons on embracing fear, building resilience, and developing a SEAL mindset-offering actionable insights for investors, business leaders, and anyone striving for peak performance.

(As of December 22, 2025)

#70 - David Powers: Wasatch Culture, Market Cycles, Long-Term

Tue, 13 May 2025 04:00:00 -0700

Dave is Senior Portfolio Manager at Wasatch Global Investors, a $25B equity manager based in Salt Lake City (as of 3/31/25). He discusses Wasatch’s collaborative culture, lessons learned from navigating market cycles, and the discipline behind a long-term investment approach.

(As of December 22, 2025)

#69 - Bob Louzan: Asset-Based Lending, Downside Protection

Tue, 06 May 2025 04:00:00 -0700

Bob is Co-Founder and Managing Partner at WhiteHawk Capital Partners. He explains how their creative asset-based lending approach is designed to deliver downside protection while navigating the unique risks and opportunities of lending to middle market companies.

(As of December 22, 2025)

#68 - Andrew Sheiner: Private Equity, Selectivity, Discipline

Tue, 29 Apr 2025 04:00:00 -0700

Andrew is Founder and CEO of Altas Partners, which is a Toronto-based private equity firm that manages over $10B (as of 3/31/25). Andrew shares insights about why a concentrated, quality-focused approach can deliver superior results in private equity, how disciplined risk management and patient capital drive value, and the significance of partnering closely with management teams.

(As of December 22, 2025)

#67 - Soo Chuen Tan: Long-Term Equity Investing

Tue, 22 Apr 2025 04:00:00 -0700

Soo Chuen is the founder of Discerene Group, a $2.5 billion investment manager (as of 12/31/24) specializing in fundamental, contrarian, long-term value investing in global equities. He shares insights into his unique investment approach, which emphasizes patience, structural moats, and significant margins of safety.

(As of December 22, 2025)

#66 - Jason Illian: Leadership, Legacy, Principles

Tue, 15 Apr 2025 04:00:00 -0700

Jason is co-founder of Highmount Capital and former Managing Director of Koch Disruptive Technologies. He discusses core principles like legacy, integrity and curiosity, his innovative approach to growth equity investing, and the importance of building meaningful relationships.

(As of December 22, 2025)

#65 - Julian Brigden: Macro and Market Outlook

Tue, 08 Apr 2025 04:00:00 -0700

Julian, Co-Founder of Macro Intelligence 2 Partners, discusses global macroeconomic trends, challenges facing the U.S. dollar and U.S. stocks, and why the next decade may diverge significantly from the last decade.

(As of December 22, 2025)

#64 - Katie Koch: Effective Leadership

Tue, 01 Apr 2025 04:00:00 -0700

Katie, CEO and President of TCW, shares her journey from Goldman Sachs to leading a major investment firm. She offers insights on leadership, balancing career and family, and her perspectives on investing, including alternative investments.

No testimonial or endorsement was intended by means of this material, and no compensation was paid for this appearance.

This material is for general information purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security. TCW, its officers, directors, employees, or clients may have positions in securities or investments mentioned in this publication, which positions may change at any time, without notice. While the information and statistical data contained herein are based on sources believed to be reliable, we do not represent that it is accurate and should not be relied on as such or be the basis for an investment decision. The information contained herein may include preliminary information and/or "forward-looking statements." Due to numerous factors, actual events may differ substantially from those presented. TCW assumes no duty to update any forward-looking statements or opinions in this document. Any opinions expressed herein are current only as of the time made and are subject to change without notice. Past performance is no guarantee of future results. © 2025 TCW

(As of December 22, 2025)

#63 - Paul Podolsky: Art and Science in Investing

Tue, 25 Mar 2025 04:00:00 -0700

Paul is the founder and CIO of Kate Capital. He shares insights from his career as a Bridgewater strategist, author, and content creator, discussing his investment framework, the art and science of investing, and his views on inflation, market trends, and geopolitics.

(As of December 22, 2025)

#62 - Jeffrey Gundlach: Big Picture Outlook

Tue, 18 Mar 2025 04:00:00 -0700

Jeffrey is the founder, CIO and CEO of DoubleLine Capital. He shares insights on the shifting economic landscape, from rising interest rates to inflation volatility, and their implications for investors. Jeffrey also offers his perspectives on national debt, portfolio diversification and valuations.

(As of December 22, 2025)

#61 - Jonathan Ruffer: Financial History, Market Cycles, Outlook

Tue, 11 Mar 2025 04:00:00 -0700

Jonathan is the Co-Founder and Chairman of Ruffer, a London-based investment firm focused on absolute returns. Jonathan shares his unique insights on financial market history, long-term cycles, and his market outlook, drawing on nearly five decades of experience.

(As of December 22, 2025)

#60 - Josh Kanter: Legacy Building, Family Owner’s Manual

Tue, 04 Mar 2025 04:00:00 -0700

Josh is the Founder and CEO of leafplanner and Principal at Josh Kanter Wealth Advisory Services. Drawing on his nearly 25 years of experience managing his family's single-family office, Josh shares insights on legacy building, creating a family "owner's manual," and illuminating common pitfalls wealthy families face when raising children.

(As of December 22, 2025)

#59 - Bob Prince: Portfolio Engineering, Psychology of Investing

Tue, 25 Feb 2025 04:00:00 -0700

Bob serves as Co-CIO of Bridgewater Associates, one of the world’s largest hedge funds, where he has helped shape the firm’s investment processes and strategies for nearly four decades. Bob shares insights on how to engineer an efficient portfolio framework and delves into the psychology of investing and how to practically apply these principles in the real-world.

(As of December 22, 2025)

#58 - Richard Orlando: Wealth Psychology & Legacy

Tue, 18 Feb 2025 04:00:00 -0700

Richard is the founder of Legacy Capitals and author of Legacy and Love Your Clients. He explores the human side of wealth and delves into family dynamics, generational challenges, and strategies for preserving legacies.

(As of December 22, 2025)

#57 - Jeff Gardner: Investment Philosophy, Outlook

Tue, 11 Feb 2025 04:00:00 -0700

Jeff spent nearly three decades at Bridgewater Associates, rising from research roles to Partner and Head of the Portfolio Strategist Group before departing at the end of 2023. He brings deep insights into market dynamics, investor psychology, risk assessment, and investment frameworks drawn from his extensive experience at one of the world's most renowned hedge funds.

(As of December 22, 2025)

#56 - Adam Katz: Activist Investing Insights

Tue, 04 Feb 2025 04:00:00 -0700

Adam is the CIO of Irenic Capital Management, a hedge fund he co-founded after eight years at Elliott Management. In this podcast, he shares his perspective on activist investing, particularly in smaller companies. Drawing from his experiences at Elliott and Irenic, Adam offers insights into risk management, market inefficiencies, and the evolving landscape of activist investing.

(As of December 22, 2025)

#55 - Lawrence Golub: Private Credit Evolution

Tue, 28 Jan 2025 04:00:00 -0700

Lawrence is the Founder and CEO of Golub Capital, a leading alternative investment manager specializing in private credit and direct lending, that he launched in 1994. In this podcast, Lawrence shares deep insights into private credit markets and his pioneering approach to middle-market lending, offering a nuanced perspective on the industry's challenges and opportunities.

(As of December 22, 2025)

#54 - Cliff Asness: Quant Investing, Market Inefficiency

Tue, 21 Jan 2025 04:00:00 -0700

Cliff is a Founder, Managing Principal and CIO at AQR Capital Management. As a pioneering quantitative investor, he provides listeners with a unique blend of academic rigor and practical wisdom about understanding modern investment challenges and explores a counterintuitive thesis that markets are becoming less efficient over time.

(As of December 22, 2025)

#53 - Andrew Rubinstein: Healthcare Industry, Biotech Investing

Tue, 14 Jan 2025 04:00:00 -0700

Andrew is co-founder of Oberland Capital, a healthcare investment manager with $3.5 billion in assets (as of 11/30/24). In this episode, he shares valuable insights into the challenges and opportunities across the U.S. healthcare industry, with a focus on biotech as a driver of innovation. Tune in to explore the evolving landscape and discover key investment opportunities from this industry expert.

(As of December 22, 2025)

#52 - David Chene: Non-Sponsor Backed Private Credit

Tue, 07 Jan 2025 04:00:00 -0700

David is the co-founder and co-portfolio manager of Kennedy Lewis, an alternative investment firm specializing in credit strategies with over $17 billion in AUM (as of 11/13/24). David shares valuable insights into non-sponsor backed lending and provides an overview of the private credit landscape.

(As of December 22, 2025)

#51 - Alex Shahidi: Top 10 Insights of 2024 (Part 2)

Tue, 17 Dec 2024 04:00:00 -0700

As we wrap up 2024, I'm excited to highlight the top 10 insights from this year's episodes, ranked from 10 to 1. These insights are presented in two parts: insights 10 through 6 were released last week, and today, we reveal the top 5 insights.

(As of December 22, 2025)

#50 - Top 10 Insights from 2024 (Part 1)

Tue, 10 Dec 2024 04:00:00 -0700

As we conclude 2024, I’m excited to highlight the top 10 insights from this year's episodes, ranked from 10 to 1. We’ll present these insights in two parts: this episode will count down insights 10 through 6, while the final episode of 2024 will reveal the top 5 insights.

(As of December 22, 2025)

#49 - Mike Odrich: PE, Operational Value Add, A&M

Tue, 03 Dec 2024 04:00:00 -0700

Mike is a Managing Partner and Founder of A&M Capital Partners, which is a private equity firm that manages $5.9B of total commitments (as of 9/30/24). In this episode, Mike shares valuable insights on how to add value to companies through operational improvements, leveraging the unique partnership with A&M Consulting.

(As of December 22, 2025)

#48 - Ben Inker: Value Investing, Market Outlook

Tue, 26 Nov 2024 04:00:00 -0700

Ben is Co-Head of GMO's Asset Allocation team and serves as a partner and portfolio manager at the firm. Founded in 1977, GMO manages over $65B (as of 9/30/24), and is renowned for its expertise in multi-asset class portfolios. In this episode, Ben shares his insights on his investment framework, the principles of value investing, and his perspectives on current market conditions.

(As of December 22, 2025)

#47 - Alex Shahidi: 4 Biggest Mistakes Investors Make

Tue, 19 Nov 2024 04:00:00 -0700

In this unique episode, Alex draws from 25 years of experience as a financial advisor and wisdom gleaned from conversations with some of the world's smartest investors. Instead of featuring a guest, Alex shares personal insight on the four biggest mistakes that he has seen investors make in his experience, offering valuable guidance, aimed at helpinglisteners achieve better long-term outcomes by avoiding common pitfalls.

(As of December 22, 2025)

#46 - David Hou: Industry Insights

Tue, 12 Nov 2024 04:00:00 -0700

David is co-founder and Managing Partner of Evoke Advisors and widely recognized as an industry trailblazer with over 32 years in wealth management. Having witnessed and contributed to the evolution of the industry, David shares valuable insights from his extensive experience as a dedicated client advocate.

(As of December 22, 2025)

#45 - David Dredge: Risk Management (Part 2)

Tue, 05 Nov 2024 04:00:00 -0700

This is part 2 of my conversation with Dave (part 1 was episode #43). Dave has over 30 years of experience managing risk across global markets and is the founder and CIO of Convex Strategies, based in Singapore. Dave shares insights about risk management, including identifying flaws in conventional risk frameworks.

(As of December 22, 2025)

#44 - Jeff deGraaf: Technical Analysis

Tue, 29 Oct 2024 04:00:00 -0700

Jeff is the founder, Chairman, CEO, and Head of Technical Research at Renaissance Macro Research, which he launched in 2011. A member of Institutional Investor's Analyst Hall of Fame, Jeff has been ranked the #1 technical analyst on Wall Street for over a decade. He shares insights about the benefits of technical analysis compared to fundamental analysis.

(As of December 22, 2025)

#43 - David Dredge: Risk Management

Tue, 22 Oct 2024 04:00:00 -0700

Dave has over 30 years of experience managing risk across global markets. He is the founder and CIO of Convex Strategies, based in Singapore. Previously, he built and ran emerging markets trading at Fortress, RBS, Bankers Trust, and Bank of America. Dave shares insights about risk management, including identifying flaws in conventional risk frameworks.

(As of December 22, 2025)

#42 - Adam Nash: Tech, Finance, Leadership, Philanthropy

Tue, 15 Oct 2024 04:00:00 -0700

Adam is co-founder and CEO of Daffy, a fintech platform focused on charitable giving. Adam was a software engineer at Apple and held executive roles at eBay, LinkedIn, Dropbox and most recently was CEO at Wealthfront. He also teaches personal finance for engineers at Stanford. Adam shares unique insights about technology, finance, leadership and philanthropy.

(As of December 22, 2025)

#41 - Roy Leckie: Walter Scott, Long-Term Investing

Tue, 08 Oct 2024 04:00:00 -0700

Roy is Executive Director and Co-Chair of the Investment Management Committee at Walter Scott, a Scotland-based firm managing $100B in assets (as of 8/31/24). With a focus on long-term investing, he emphasizes the significance of compounding returns and the importance of a disciplined approach to risk management.

(As of December 22, 2025)

#40 – Doug Kiersey: Logistics Properties, Dermody

Tue, 01 Oct 2024 04:00:00 -0700

Doug is the CEO and President of Dermody Properties, a firm that has developed and acquired $8B in industrial logistics assets (as of 6/30/24) since its founding in 1960. He provides insights on e-commerce and logistics, market trends, and potential risks in the industry.

(As of December 22, 2025)

#39 - Michael Green: The Bitcoin Bear Case

Tue, 24 Sep 2024 04:00:00 -0700

Last month, we examined the bull case for Bitcoin. In today's episode, we hear the counterargument from Mike Green, Chief Strategist and Portfolio Manager at Simplify Asset Management. Founded in 2020, Simplify aims to provide high-quality alternative strategies through low-cost ETFs and currently manages $5.8 billion (as of 8/31/24).

(As of December 22, 2025)

#38 - Sophie Bakalar: For-Profit & For-Good

Tue, 17 Sep 2024 04:00:00 -0700

Sophie is a partner at Collaborative Fund, a New York-based venture capital firm that invests in companies operating at the intersection of for-profit and for-good. She shares insights on the dual objectives of generating financial returns while making a positive impact, discusses their unique “villain test,” and explores the emerging opportunities in climate and sustainability investing.

(As of December 22, 2025)

#37 - Jeff Krasnoff: Private Real Estate Investing

Tue, 10 Sep 2024 04:00:00 -0700

Jeff is the Founder and CEO of Rialto Capital Management, a firm that oversees $21B in commercial real estate assets as of 6/30/24. With his extensive experience over 4 decades, Jeff offers valuable perspectives on both private real estate property and debt investments. He also shares his outlook for various real estate markets.

(As of December 22, 2025)

#36 - Tom Keck: Private Markets Overview & Outlook

Tue, 03 Sep 2024 04:00:00 -0700

Tom is co-founder and head of research and portfolio management at StepStone, which manages over $150B and focuses on private markets. Tom shares an overview and insights about the various segments within private markets: equity, credit, real estate, infrastructure and secondaries.

(As of December 22, 2025)

#35 - Ted Seides: Industry Insights, Portfolio Construction

Tue, 27 Aug 2024 04:00:00 -0700

Ted is a podcaster and investment industry expert. He started his career working with David Swensen at the Yale Endowment and has spent the past 30+ years studying, speaking and writing about investing. He launched the Capital Allocators Podcast in 2017 and has published 3 books on investing. Ted shares insights on the investment industry, discusses his framework for constructing a portfolio, and explains the impact of behavioral finance.

(As of December 22, 2025)

#34 - Jeffrey Sherman: Fixed Income, Market Outlook

Tue, 20 Aug 2024 04:00:00 -0700

Jeffrey is Deputy CIO of DoubleLine Capital, which manages over $90B (as of 6/30/24). Jeffrey provides excellent insights into the big economic picture, the fixed income market, and investment outlook.

(As of December 22, 2025)

#33 - Matt Hougan: Bitcoin History & Outlook

Tue, 13 Aug 2024 04:00:00 -0700

Matt is the CIO of Bitwise Asset Management, which pioneered the first crypto index fund in the world. Prior to Bitwise, Matt was the CEO of ETF.com. Matt shares his perspectives on the history of Bitcoin, risks of investing, outlook and much more.

(As of December 22, 2025)

#32 - George Milling-Stanley: Gold History & Outlook

Tue, 06 Aug 2024 04:00:00 -0700

George is the Chief Gold Strategist at State Street Global Advisors. Prior to his decade at State Street, he spent 15 years at the World Gold Council and has been working with gold for about 50 years. George shares insights about the history of gold, how it can serve as a portfolio diversifier and his gold market outlook.

(As of December 22, 2025)

#31 - Dan Ivascyn: Fixed Income, Market Outlook

Tue, 30 Jul 2024 04:00:00 -0700

Dan is Group CIO of PIMCO, one of the world’s largest asset managers ($1.8 trillion as of 6/30/24). Dan is also the lead portfolio manager of the PIMCO Income Strategy that he launched in 2007. Dan shares valuable insights about the fixed income market and his market outlook.

(As of December 22, 2025)

#30 - Meb Faber: Industry Insights, Investment Framework

Tue, 23 Jul 2024 04:00:00 -0700

Meb is Co-Founder, CEO and CIO of Cambria Investment Management, which manages about $2.5B (as of 6/30/24). He also started a podcast 8 years ago called the Meb Faber Show where he interviews some of the brightest minds on Wall Street. Meb shares insights about the investment management industry, the financial advisory industry and portfolio construction.

(As of December 22, 2025)

#29 - Karen Karniol-Tambour: Market Outlook, Portfolio Construction

Tue, 16 Jul 2024 04:00:00 -0700

Karen Karniol-Tambour is Co-CIO at Bridgewater Associates, which is one of the world’s largest hedge funds. Drawing from her 18-year career at the firm, she offers valuable insights into her professional journey, Bridgewater's current market outlook, and strategies for effective portfolio construction.

(As of December 22, 2025)

#28 - Michael Kim, Kelli Fontaine: Seed Investing, Small Funds

Tue, 09 Jul 2024 04:00:00 -0700

Michael is the Founder of Cendana Capital, a San Francisco-based firm that invests in very early-stage venture capital funds globally. Kelli Fontaine joined the firm 6 years ago and is a Partner. Cendana was launched in 2010 and has over $2B in assets (as of 3/31/24). Michael and Kelli provide insights into the world of VC and seed investing, why they prefer smaller funds and how they select managers.

(As of December 22, 2025)

#27 - Jacob Ziemann: AI Explained

Tue, 02 Jul 2024 04:00:00 -0700

Jacob is a Partner and Portfolio Manager at Glynn Capital Management, which invests in private and public technology growth companies. The firm was founded 50 years ago and Jacob has been right at the forefront, witnessing AI innovation up close and regularly interfacing with pioneers from top private and public technology companies. With this uniquely insightful vantage point and a talent for simplifying complexity, Jacob summarizes artificial intelligence into easily understandable explanations.

(As of December 22, 2025)

#26 - Rob Arnott: Quant Investing, Asset Class Outlook

Tue, 25 Jun 2024 04:00:00 -0700

Rob is Founder and Chairman of Research Affiliates ($147B in assets as of 3/31/24), which he launched in 2002. Rob shares insights into quant investing, the outlook for various asset classes, mean reversion, rebalancing alpha, asymmetric risks and much more.

(As of December 22, 2025)

#25 - Stephen Nesbitt: Cliffwater, Private Debt

Tue, 18 Jun 2024 04:00:00 -0700

Steve is the Co-Founder and CEO of Cliffwater, a $78B investment advisory firm specializing in alternative investments. He also manages two private debt funds with combined assets of $23B. Steve shares insights into the history and future prospects of the private debt market.

(As of December 22, 2025)

#24 - Martín Escobari: GA, Entrepreneurship, Growth Equity

Tue, 11 Jun 2024 04:00:00 -0700

Martín Escobari is Co-President, Head of Global Growth Equity and Chairman of the Investment Committee at General Atlantic. GA is a leading growth equity firm that manages $84B and has been one of the pioneers of growth equity since its founding in 1980. Martín covers a wide range of topics including his philosophy, entrepreneurship and the outlook for growth equity.

(As of December 22, 2025)

#23 - Melissa Ma: China, India, PE

Tue, 04 Jun 2024 04:00:00 -0700

Melissa is the Co-Founder and Managing Partner of Asia Alternatives, which manages over $15B and focuses on private equity in Asia. Melissa shares insights into China and India and discusses investing in private markets in these two large markets.

(As of December 22, 2025)

#22 - Jim Lippman, Bobby Lee, Danny Lippman: JRK, Multifamily and Hotels

Tue, 28 May 2024 04:00:00 -0700

Jim (Founder and Chairman), Bobby (CEO), and Danny (President) of JRK discuss multifamily and hotel investing. JRK has owned and operated over $9 billion in assets since its launch in 1991. They share insights into the investing landscape, their unique approach, and their outlook.

(As of December 22, 2025)

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

Tue, 21 May 2024 04:00:00 -0700

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.”

(As of December 22, 2025)

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

Tue, 14 May 2024 04:00:00 -0700

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.

(As of December 22, 2025)

#19 - Michael Bego: Secondaries, Private Markets

Tue, 07 May 2024 04:00:00 -0700

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.

(As of December 22, 2025)

#18 - David Samra: Value Investing, Market Efficiency

Tue, 30 Apr 2024 04:00:00 -0700

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.

(As of December 22, 2025)

#17 - Hal Hershfield: Behavioral Finance, Future Self

Tue, 23 Apr 2024 04:00:00 -0700

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.

(As of December 22, 2025)

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

Tue, 16 Apr 2024 04:00:00 -0700

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.

(As of December 22, 2025)

#15 – Kjerstin Hatch: Muni Bond Market

Tue, 09 Apr 2024 04:00:00 -0700

Kjerstin is Founder and Managing Principal of Lapis Advisers, which she launched in 2009 to focus on special situation securities in the municipal bond market. Kjerstin provides insights into the unique nature of the muni market and the inefficiencies that lead to investment opportunities.

(As of December 22, 2025)

#14 – Glenn August: Oak Hill Advisors, Private Credit

Tue, 02 Apr 2024 04:00:00 -0700

Glenn is Founder, Senior Partner and CEO of Oak Hill Advisors, a $63B alternative investment firm. In a broad ranging conversation, Glenn talks about his formative years in the investment industry, explains how to scale an organization and shares insights about private credit.

(As of December 22, 2025)

#13 – Jim Haskel: Bridgewater, Diversification, Outlook

Tue, 26 Mar 2024 04:00:00 -0700

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 Bridgewater Daily Observations, which launched about 40 years ago. Jim discusses his experience at Bridgewater and shares insights about diversification and his market outlook.

(As of December 22, 2025)

#12 - Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth

Tue, 19 Mar 2024 04:00:00 -0700

Jeremy Grantham is the Co-Founder and Long-Term Investment Strategist of GMO, which manages over $60B. Jeremy discusses his background and shares fascinating insights about a broad range of topics including investment bubbles, AI, crypto, reversion to the mean, climate change, population growth and natural resources.

(As of December 22, 2025)

#11 - Fran Kinniry: Vanguard, Common Investor Oversights

Tue, 12 Mar 2024 04:00:00 -0700

Fran Kinniry is Principal and Head of Vanguard Investment Advisory Research Center. Vanguard is one of the largest investment firms in the world with over $9 trillion of AUM. Fran provides insights into the unique nature of the investment world, shares observations about common investment mistakes and discusses the concept of Advisors Alpha.

(As of December 22, 2025)

#10 - Rich Bernstein: Market Outlook, Investment Opportunities

Tue, 05 Mar 2024 04:00:00 -0700

Rich Bernstein is the Founder, CEO and CIO of Richard Bernstein Advisors (RBA), a $15B manager that combines macroeconomic and quantitative analysis to construct portfolios. Prior to launching RBA in 2009, Rich spent 21 years at Merrill Lynch and served as the Chief Investment Strategist. Rich shares insights about his market outlook and investment opportunities.

(As of December 22, 2025)

#9 - Wes Whitman: Real Estate Investing, Outlook

Tue, 27 Feb 2024 04:00:00 -0700

Wes Whitman is the Co-Founder of Whitman Peterson, a $2B opportunistic private real estate manager. Wes shares insights about the real estate landscape, inefficiencies in real estate investing and his market outlook.

(As of December 22, 2025)

#8 - Rajiv Jain: Stocks, GQG, Adaptability

Tue, 20 Feb 2024 04:00:00 -0700

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 about running a successful business, his investment framework, the importance of adapting and his market outlook.

(As of December 22, 2025)

#7 - Vineer Bhansali: Tail Risk, Investment Lessons

Tue, 13 Feb 2024 04:00:00 -0700

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 on managing risk and protecting portfolios against material losses.

(As of December 22, 2025)

#6 - Tony Cusano: Private Markets, Secondaries

Tue, 06 Feb 2024 04:00:00 -0700

Tony Cusano is the Co-Founder and Managing Partner of Banner Ridge, a $7B alternative asset manager that focuses on secondaries. Tony describes the private market landscape and the unique opportunities available in the secondaries market.

(As of December 22, 2025)

#5 - Brian Higgins: Risk, King Street, Outlook

Tue, 30 Jan 2024 04:00:00 -0700

Brian Higgins is the Co-Founder, Managing Partner and Co-Portfolio Manager of King Street, a $25 billion global alternative asset manager. Brian offers insights into his risk management approach, describes how he built one of the industry's premier hedge funds, and shares his market outlook.

(As of December 22, 2025)

#4 – Ben Reeves: Institutional vs. Retail Investors, Alternatives

Tue, 23 Jan 2024 04:00:00 -0700

Ben Reeves, the CIO at Wealthsimple, oversees one of Canada's fastest growing and most trusted consumer finance companies. Offering distinctive insights, Ben explores the dynamics between institutional and retail investors and discusses the pivotal role that alternative investments play in optimizing portfolios.

(As of December 22, 2025)

#3 – Bob Elliott: Portfolio Construction, Outlook

Tue, 16 Jan 2024 04:00:00 -0700

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 replications of alternative investments. Before undertaking this role, Bob served as the head of Ray Dalio's investment team at Bridgewater, amassing 13 years of valuable experience. In today’s conversation, Bob delves into his insights on effective portfolio construction and offers a glimpse into his macro outlook.

(As of December 22, 2025)

#2 Paul Podolsky: Markets, Geopolitics

Tue, 09 Jan 2024 04:00:00 -0700

Paul Podolsky, a prolific writer and investor, founded Still Press Media and Kate Capital. With 15 years as Senior Portfolio Strategist at Bridgewater, the world's largest hedge fund, he possesses a depth of expertise. Paul shares unique insights on investment philosophies, markets, and geopolitics.

(As of December 22, 2025)

#1 - Introducing Your Host: Alex Shahidi

Tue, 02 Jan 2024 04:00:00 -0700

Welcome to Episode #1, where we introduce our host, Alex. In this inaugural episode, Alex delves into his background, revealing key investment lessons from his multi-decade journey in the field. He also discusses his inspiration behind starting this podcast. Special guest Damien Bisserier, Alex's long-term business partner and Co-CIO of Evoke Advisors, takes on the role of interviewer.

(As of December 22, 2025)

Insightful Investor TRAILER

Thu, 26 Oct 2023 15:00:00 -0700

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 chat" format, Alex interacts with the globe's premier investors and business icons to unearth distinct market insights rarely found elsewhere. While many investors echo common sentiments, our definition of "insights" includes concepts that are counterintuitive, widely misunderstood, or underappreciated. With two decades of experience managing over $10 billion in client assets, Alex gains unique access to the industry's top thinkers. He has authored two investment books, contributed to leading financial journals, and consistently ranks among the elite financial advisors by Forbes and Barron's. As an independent and innovative voice, Alex offers a fresh take compared to mainstream investment experts. We invite you to tune in. If something resonates, we'd love to hear your feedback.

(As of December 22, 2025)