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

Investing Insights | 02.03.2026

#108 - David Wright: Quant Investing & AI Explained

With over two centuries of experience and $926B in assets (as of 9/30/25), Pictet Asset Management has a deep foundation in disciplined investing, and David, its Head of Quantitative Investments, explains how that expertise translates into modern quant and AI driven approaches. We discuss how he uses data, models, and human judgment to construct portfolios.

Featured Guests | Market Insights | Investing Insights | 01.27.2026

#107 – Jenny Johnson: Innovating at a Trillion-Dollar Scale

As CEO of Franklin Templeton ($1.68 trillion as of 12/31/25), Jenny offers a rare inside look at steering a legacy firm through rapid change and technological transformation. We discuss how she balances heritage with innovation, her acquisition strategy, the future of public and private markets, and her insights on AI, blockchain, investor behavior, and mispriced opportunities.

Featured Guests | Industry Insights | 01.20.2026

#106 - Ross Glotzbach: Long-Term Concentrated Engaged Value

Ross is the CEO and Head of Research at Southeastern Asset Management, a firm with a 50 year record of long term, concentrated value investing. In this episode, he breaks down how true multi year investing works in practice—from business people price discipline to the advantages of engagement, selectivity, and thinking far beyond the market’s short time horizon.

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