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.

Recent Episodes

#141 - Peter Mintzberg: The Case for Digital Assets
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.

#140 - Peter Kraus: Incentives vs Alpha
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.

#139 - Bob Steers: Bob Steers: Four Decades of Real Assets Investing
Investing Insights | 09.08.2026

#139 - Bob Steers: Bob Steers: Four Decades of Real Assets Investing

Bob Steers is Executive Chairman and Co-Founder of Cohen & Steers, the firm he launched with Marty Cohen in 1986 that helped pioneer public real estate investing and has grown into a $100 billion real assets manager (as of 6/30/26). We discuss the evolution of real estate and real assets over four decades, the conviction required to build an investment category before it was widely accepted, and the principles behind creating an enduring investment firm.

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