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 | 05.12.2026

#122 - Doug Merritt: Cybersecurity Risk in the AI Era

Doug is Chairman, CEO, and President of Aviatrix, which helps companies safely connect and manage their cloud systems, and former CEO of Splunk, which helps organizations understand what is happening across their technology and security environments. We discuss how AI is changing cybersecurity risk, why cyber is a leadership and business issue, and Doug’s leadership philosophy for navigating complexity and change.

Investing Insights | 05.05.2026

#121 - Matt McLennan: Resilient Wealth Creation, Patience, Gold

Matt is Head of Global Value and a PM at First Eagle Investments, a firm with $176B in AUM as of year end 2025, known for its long history and disciplined approach to capital preservation. We discuss what resilient wealth creation really requires, why patience is a durable competitive advantage, how he thinks about risk beyond benchmarks, and the role gold plays in protecting long term capital.

Investing Insights | Market Insights | 04.28.2026

#120 - Michael Nierenberg: Rithm’s Evolution Beyond a REIT

Michael is CEO of Rithm Capital, a global asset management platform with approximately $63 billion in AUM and over $110 billion in investable assets (as of 12/31/25). In this episode, we discuss Rithm’s evolution beyond its REIT roots, competing with larger asset managers, navigating public and private markets, and Michael’s views on credit, commercial real estate, asset based finance, and housing as investors search for yield.

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