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 | 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.

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.

Featured Guests | Investing Insights | Industry Insights | 09.01.2026

#138 - David Booth: Evidence Over Noise

David is Chairman and Co-Founder of Dimensional Fund Advisors, a global asset manager with $1.1 trillion in AUM (as of 6/30/26) and one of the pioneering voices in evidence-based investing. He shares lessons from more than five decades in the industry, covering how markets work, why uncertainty creates opportunity, the importance of judging decisions rather than outcomes, and how investors can tune out noise to build lasting wealth.

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