Episodes

INDUSTRY INSIGHTS | 11.19.2024

#47 – Alex Shahidi: 4 Biggest Mistakes Investors Make

In this unique episode, Alex draws from 25 years of experience as a financial advisor and wisdom gleaned from conversations with some of the world's smartest investors. Instead of featuring a guest, Alex shares personal insight on the four biggest mistakes that he has seen investors make in his experience, offering valuable guidance, aimed at helping listeners achieve better long-term outcomes by avoiding common pitfalls.

INDUSTRY INSIGHTS | 11.12.2024

#46 – David Hou: Industry Insights

David is co-founder and Managing Partner of Evoke Advisors and widely recognized as an industry trailblazer with over 32 years in wealth management. Having witnessed and contributed to the evolution of the industry, David shares valuable insights from his extensive experience as a dedicated client advocate.

INDUSTRY INSIGHTS | INVESTING INSIGHTS | 08.27.2024

#35 – Ted Seides: Industry Insights, Portfolio Construction

Ted is a podcaster and investment industry expert. He started his career working with David Swensen at the Yale Endowment and has spent the past 30+ years studying, speaking and writing about investing. He launched the Capital Allocators Podcast in 2017 and has published 3 books on investing. Ted shares insights on the investment industry, discusses his framework for constructing a portfolio, and explains the impact of behavioral finance.

INDUSTRY INSIGHTS | INVESTING INSIGHTS | 07.23.2024

#30 – Meb Faber: Industry Insights, Investment Framework

Meb is Co-Founder, CEO and CIO of Cambria Investment Management, which manages about $2.5B (as of 6/30/24). He also started a podcast 8 years ago called 'The Meb Faber Show' where he interviews some of the brightest minds on Wall Street. Meb shares insights about the investment management industry, the financial advisory industry and portfolio construction.

INDUSTRY INSIGHTS | MARKET INSIGHTS | 04.09.2024

#15 – Kjerstin Hatch: Muni Bond Market

Kjerstin is Founder and Managing Principal of Lapis Advisers, which she launched in 2009 to focus on special situation securities in the municipal bond market. Kjerstin provides insights into the unique nature of the muni market and the inefficiencies that lead to investment opportunities.

INDUSTRY INSIGHTS | INVESTING INSIGHTS | 03.12.2024

#11 - Fran Kinniry: Vanguard, Common Investor Oversights

Fran Kinniry is Principal and Head of Vanguard Investment Advisory Research Center. Vanguard is one of the largest investment firms in the world with over $9 trillion of AUM. Fran provides insights into the unique nature of the investment world, shares observations about common investment mistakes and discusses the concept of Advisors Alpha.

INVESTING INSIGHTS | INDUSTRY INSIGHTS | 01.02.2024

#1 - Meet Your Host: Alex Shahidi

Welcome to Episode #1, where we introduce our host, Alex. In this inaugural episode, Alex delves into his background, revealing key investment lessons from his multi-decade journey in the field. He also discusses his inspiration behind starting this podcast. Special guest Damien Bisserier, Alex's long-term business partner and Co-CIO of Evoke Advisors, takes on the role of interviewer.