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

Learn More

Investing Insights

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

Learn More

Industry Insights

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

Learn More

Featured Guests

Learn More

Subscribe to our show

Recent Episodes

Investing Insights | 04.21.2026

#119 - David Eichhorn: Client Focused Solutions at Scale

David is CEO and Head of Investment Strategies at NISA Investment Advisors, an institutional asset manager overseeing approximately $470 billion in assets as of year end 2025. In this episode, we discuss how NISA builds custom investment solutions around client needs and liabilities, why managing assets relative to liabilities changes portfolio construction, and how risk control and client dialogue can drive innovation at scale.

Investing Insights | Market Insights | Industry Insights | 04.14.2026

#118 - Jon Hirtle: The True OCIO Playbook

Jon is Executive Chairman and Co-Founder of Hirtle Callaghan, a pioneering OCIO firm overseeing approximately $26 billion in assets as of the end of 2025 for families and institutions. Our conversation explores how structure, philosophy, execution, and culture inform long term portfolio construction, along with views on risk, manager selection, private markets, and industry change.

Investing Insights | 04.07.2026

#117 - Rod Wong: Biotech Innovation, Real Outcomes

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.

Contact Us

You can reach us by filling out this form or using the contact information below.

The Insightful Investor

Warning! {{message}}

Error! {{message}}

The Insightful Investor is committed to protecting your privacy. We use your registration information to customize and deliver additional resources via email, including company news. If you don’t want to receive email from us, simply uncheck the box at the bottom of this form. To learn more about how we handle your personal information, read our Privacy Policy.