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 | 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.

Investing Insights | Market Insights | 09.22.2026

#141 - Peter Mintzberg: The Case for Digital Assets

Peter is CEO of Grayscale Investments, one of the largest digital-asset-focused investment platforms in the country. Peter discusses the investment case for digital assets, institutional adoption, tokenization, regulation, the intersection of AI and blockchain, and what the future of investing may look like as digital asset markets mature.

Investing Insights | 09.15.2026

#140 - Peter Kraus: Incentives vs Alpha

Peter Kraus is the Co-Founder, Chairman, and CEO of Aperture Investors, an alternative investment manager with $6.7B in AUM as of June 2026. Drawing on his experience as CEO of AllianceBernstein and Co-Head of Goldman Sachs Asset Management, he explains how incentives may shape investment outcomes, why asset gathering often conflicts with alpha generation, how investors can better distinguish skill from luck, and why manager selection may become increasingly important in a changing market environment.

The Insightful Investor

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.