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

Industry Insights | 07.01.2025

Charlie Ruffel: Asset Management Industry Evolution, Alternatives

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.

Investing Insights | 06.24.2025

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

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.

Investing Insights | Market Insights | 06.17.2025

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

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.

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