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 | Market Insights | Investing Insights | 01.27.2026

#107 – Jenny Johnson: Innovating at a Trillion-Dollar Scale

As CEO of Franklin Templeton ($1.68 trillion as of 12/31/25), 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.

Featured Guests | Industry Insights | 01.20.2026

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

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.

Investing Insights | Market Insights | 01.13.2026

#105 -Josh Baumgarten: Credit Investing Across Firm Sizes

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.

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