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 Evoke. With over two decades of experience managing billions of dollars in client assets, Alex offers 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 | Market Insights | 11.10.2026

#148 - Mark Dinner: Regimes, Risk, and Resilience

Mark is Founder and CIO of ICW Holdings, where he manages a global equity strategy built around resilience across economic regimes. After spending 12 years at Bridgewater Associates, including helping lead Ray Dalio's personal investment research team and overseeing research and risk management across major strategies, he shares lessons from centuries of market history, structural diversification, concentration risk, AI, and how investors can compound wealth while minimizing the risk of ruin.

Investing Insights | 11.03.2026

#147 - Rich Powers: Vanguard’s Vision for Private Markets

Rich Powers is Head of Private Equity Product Management at Vanguard, which manages more than $13 trillion in global assets (as of 7/31/26). We discuss Vanguard’s push into private markets, the evolving cases for private equity and private credit, liquidity and manager selection, and how lower costs and better access could reshape alternatives.

Industry Insights | Market Insights | 10.27.2026

#146 - Jim Carey: Durable Financial Services Businesses

Jim Carey, Co-CEO of Stone Point Capital, discusses building one of the leading financial services-focused investment firms, which manages $80B in assets (as of July 31, 2026). He shares lessons from three decades of investing, including how to identify durable businesses, navigate complexity, avoid common behavioral pitfalls, and think about the opportunities and limits of AI in investing.

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