The Insightful Investor with ALEX SHAHIDI

Unique perspectives to navigate financial markets

The Insightful Investor is a weekly podcast hosted by Alex Shahidi, Co-CIO of a leading RIA. With over two decades of experience managing billions of dollars in client assets, Alex offers unique access to some of the world’s premier investors and business icons.

Market Insights

Industry leaders share their views on markets and the economy

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Investing Insights

Discover perspectives and frameworks you may not have considered and learn the flaws with conventional investment approaches

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Industry Insights

Learn about the inner workings of the financial industry, including the incentives, how advisors think and the challenges inherent in the business

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Featured Guests

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Recent Episodes

Featured Guests | Investing Insights | Market Insights | 12.09.2025

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

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.

Investing Insights | Market Insights | 12.02.2025

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

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.

Industry Insights | Investing Insights | 11.25.2025

#98 – Mark Sear: Industry Evolution

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.

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