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 Evoke. With over two decades of experience managing billions of dollars in client assets, Alex offers 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

Market Insights | Investing Insights | 10.13.2026

#144 - Al Chu: The Structural Case for Natural Resources

Al Chu is a natural resources portfolio manager at Man Group, a $253B alternatives asset manager (as of 6/30/26), and previously held senior investment roles at BNY Mellon, Citadel, SAC Capital, and Caxton. He explains the structural case for natural resources, examining geopolitics, deglobalization, inflation, climate volatility, AI-driven demand, and the role of resource equities in long-term portfolios.

Investing Insights | Market Insights | 10.06.2026

#143 - Jeffrey Sherman: Preparing for a New Regime

Jeffrey Sherman is Deputy CIO at DoubleLine Capital, which manages approximately $97 billion in assets (as of June 30, 2026). We discuss the forces likely to define the next decade, including fiscal dominance, inflation, government debt, AI-driven infrastructure spending, credit opportunities, and how investors can build portfolios prepared for a very different market regime.

Investing Insights | Market Insights | 09.29.2026

#142 - Todd Ahlsten: AI, Moats, and Quality

Todd Ahlsten is CIO of Parnassus Investments, a pioneer in responsible investing founded in 1984 that manages approximately $41B in assets (as of 6/30/26). Todd shares lessons from more than three decades of investing, discussing how durable competitive advantages and increasing relevance can drive long-term compounding, how Parnassus approaches quality and concentration, and where he sees both the promise and pitfalls of today's AI investment cycle.

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