Best Alex Shahidi Podcasts (2025)

1
#68 - Andrew Sheiner: Private Equity, Selectivity, Discipline 1:10:34

2h ago1:10:34

1:10:34

Andrew is Founder and CEO of Altas Partners, which is a Toronto-based private equity firm that manages over $10B (as of 3/31/25). Andrews shares insights about why a concentrated, quality-focused approach can deliver superior results in private equity, how disciplined risk management and patient capital drive value, and the significance of partneri…

1
#67 - Soo Chuen Tan: Long-Term Equity Investing 1:18:02

7d ago1:18:02

1:18:02

Soo Chuen is the founder of Discerene Group, a $2.5 billion investment manager (as of 12/31/24) specializing in fundamental, contrarian, long-term value investing in global equities. He shares insights into his unique investment approach, which emphasizes patience, structural moats, and significant margins of safety.…

1
Evoke 20-Minute Market Outlook Podcast for Q2 2025 17:10

13d ago17:10

17:10

A recap of our key observations about the economy and markets.By Evoke Advisors

1
#66 - Jason Illian: Leadership, Legacy, Principles 59:29

15d ago59:29

59:29

Jason is co-founder of Highmount Capital and former Managing Director of Koch Disruptive Technologies. He discusses core principles like legacy, integrity and curiosity, his innovative approach to growth equity investing, and the importance of building meaningful relationships.By Alex Shahidi

1
#65 - Julian Brigden: Macro and Market Outlook 57:00

22d ago57:00

57:00

Julian, Co-Founder of Macro Intelligence 2 Partners, discusses global macroeconomic trends, challenges facing the U.S. dollar and U.S. stocks, and why the next decade may diverge significantly from the last decade.By Alex Shahidi

1
#64 - Katie Koch: Effective Leadership 1:01:38

29d ago1:01:38

1:01:38

Katie, CEO and President of TCW, shares her journey from Goldman Sachs to leading a major investment firm. She offers insights on leadership, balancing career and family, and her perspectives on investing, including alternative investments. No testimonial or endorsement was intended by means of this material, and no compensation was paid for this a…

1
#63 - Paul Podolsky: Art and Science in Investing 1:02:40

1M ago1:02:40

1:02:40

Paul is the founder and CIO of Kate Capital. He shares insights from his career as a Bridgewater strategist, author, and content creator, discussing his investment framework, the art and science of investing, and his views on inflation, market trends, and geopolitics.By Alex Shahidi

1
#62 - Jeffrey Gundlach: Big Picture Outlook 1:10:10

1M ago1:10:10

1:10:10

Jeffrey is the founder, CIO and CEO of DoubleLine Capital. He shares insights on the shifting economic landscape, from rising interest rates to inflation volatility, and their implications for investors. Jeffrey also offers his perspectives on national debt, portfolio diversification and valuations.By Alex Shahidi

1
#61 - Jonathan Ruffer: Financial History, Market Cycles, Outlook 1:10:12

2M ago1:10:12

1:10:12

Jonathan is the Co-Founder and Chairman of Ruffer, a London-based investment firm focused on absolute returns. Jonathan shares his unique insights on financial market history, long-term cycles, and his market outlook, drawing on nearly five decades of experience.By Alex Shahidi

1
#60 - Josh Kanter: Legacy Building, Family Owner’s Manual 54:51

2M ago54:51

54:51

Josh is the Founder and CEO of leafplanner and Principal at Josh Kanter Wealth Advisory Services. Drawing on his nearly 25 years of experience managing his family's single-family office, Josh shares insights on legacy building, creating a family "owner's manual," and illuminating common pitfalls wealthy families face when raising children.…

1
#59 - Bob Prince: Portfolio Engineering, Psychology of Investing 1:10:13

2M ago1:10:13

1:10:13

Bob serves as Co-CIO of Bridgewater Associates, one of the world’s largest hedge funds, where he has helped shape the firm’s investment processes and strategies for nearly four decades. Bob shares insights on how to engineer an efficient portfolio framework and delves into the psychology of investing and how to practically apply these principles in…

1
#58 - Richard Orlando: Wealth Psychology & Legacy 54:50

2M ago54:50

54:50

Richard is the founder of Legacy Capitals and author of Legacy and Love Your Clients. He explores the human side of wealth and delves into family dynamics, generational challenges, and strategies for preserving legacies.By Alex Shahidi

1
#57 - Jeff Gardner: Investment Philosophy, Outlook 1:11:23

3M ago1:11:23

1:11:23

Jeff spent nearly three decades at Bridgewater Associates, rising from research roles to Partner and Head of the Portfolio Strategist Group before departing at the end of 2023. He brings deep insights into market dynamics, investor psychology, risk assessment, and investment frameworks drawn from his extensive experience at one of the world's most …

1
#56 - Adam Katz: Activist Investing Insights 56:33

3M ago56:33

56:33

Adam is the CIO of Irenic Capital Management, a hedge fund he co-founded after eight years at Elliott Management. In this podcast, he shares his perspective on activist investing, particularly in smaller companies. Drawing from his experiences at Elliott and Irenic, Adam offers insights into risk management, market inefficiencies, and the evolving …

1
#55 - Lawrence Golub: Private Credit Evolution 50:27

3M ago50:27

50:27

Lawrence is the Founder and CEO of Golub Capital, a leading alternative investment manager specializing in private credit and direct lending, that he launched in 1994. In this podcast, Lawrence shares deep insights into private credit markets and his pioneering approach to middle-market lending, offering a nuanced perspective on the industry's chal…

1
#54 - Cliff Asness: Quant Investing, Market Inefficiency 1:21:51

3M ago1:21:51

1:21:51

Cliff is a Founder, Managing Principal and CIO at AQR Capital Management. As a pioneering quantitative investor, he provides listeners with a unique blend of academic rigor and practical wisdom about understanding modern investment challenges and explores a counterintuitive thesis that markets are becoming less efficient over time.…

1
Evoke 20-Minute Market Outlook Podcast for Q1 2025 21:00

3M ago21:00

21:00

A recap of our key observations about the economy and markets.By Evoke Advisors

1
#53 - Andrew Rubinstein: Healthcare Industry, Biotech Investing 43:16

4M ago43:16

43:16

Andrew is co-founder of Oberland Capital, a healthcare investment manager with $3.5 billion in assets (as of 11/30/24). In this episode, he shares valuable insights into the challenges and opportunities across the U.S. healthcare industry, with a focus on biotech as a driver of innovation. Tune in to explore the evolving landscape and discover key …

1
#52 - David Chene: Non-Sponsor Backed Private Credit 1:04:18

4M ago1:04:18

1:04:18

David is the co-founder and co-portfolio manager of Kennedy Lewis, an alternative investment firm specializing in credit strategies with over $17 billion in AUM (as of 11/13/24). David shares valuable insights into non-sponsor backed lending and provides an overview of the private credit landscape.By Alex Shahidi

1
#51 - Alex Shahidi: Top 10 Insights of 2024 (Part 2) 46:19

4M ago46:19

46:19

As we wrap up 2024, I'm excited to highlight the top 10 insights from this year's episodes, ranked from 10 to 1. These insights are presented in two parts: insights 10 through 6 were released last week, and today, we reveal the top 5 insights.By Alex Shahidi

1
#50 - Top 10 Insights from 2024 (Part 1) 53:47

5M ago53:47

53:47

As we conclude 2024, I’m excited to highlight the top 10 insights from this year's episodes, ranked from 10 to 1. We’ll present these insights in two parts: this episode will count down insights 10 through 6, while the final episode of 2024 will reveal the top 5 insights.By Alex Shahidi

1
#49 - Mike Odrich: PE, Operational Value Add, A&M 1:11:54

5M ago1:11:54

1:11:54

Mike is a Managing Partner and Founder of A&M Capital Partners, which is a private equity firm that manages $5.9B of total commitments (as of 9/30/24). In this episode, Mike shares valuable insights on how to add value to companies through operational improvements, leveraging the unique partnership with A&M Consulting.…

1
#48 - Ben Inker: Value Investing, Market Outlook 1:26:56

5M ago1:26:56

1:26:56

Ben is Co-Head of GMO's Asset Allocation team and serves as a partner and portfolio manager at the firm. Founded in 1977, GMO manages over $65B (as of 9/30/24), and is renowned for its expertise in multi-asset class portfolios. In this episode, Ben shares his insights on his investment framework, the principles of value investing, and his perspecti…

1
#47 - Alex Shahidi: 4 Biggest Mistakes Investors Make 50:06

5M ago50:06

50:06

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 helpi…

1
#46 - David Hou: Industry Insights 1:00:38

6M ago1:00:38

1:00:38

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.…

1
#45 - David Dredge: Risk Management (Part 2) 1:24:01

6M ago1:24:01

1:24:01

This is part 2 of my conversation with Dave (part 1 was episode #43). Dave has over 30 years of experience managing risk across global markets and is the founder and CIO of Convex Strategies, based in Singapore. Dave shares insights about risk management, including identifying flaws in conventional risk frameworks.…

1
#44 - Jeff deGraaf: Technical Analysis 1:12:47

6M ago1:12:47

1:12:47

Jeff is the founder, Chairman, CEO, and Head of Technical Research at Renaissance Macro Research, which he launched in 2011. A member of Institutional Investor's Analyst Hall of Fame, Jeff has been ranked the #1 technical analyst on Wall Street for over a decade. He shares insights about the benefits of technical analysis compared to fundamental an…

1
#43 - David Dredge: Risk Management 1:18:52

6M ago1:18:52

1:18:52

Dave has over 30 years of experience managing risk across global markets. He is the founder and CIO of Convex Strategies, based in Singapore. Previously, he built and ran emerging markets trading at Fortress, RBS, Bankers Trust, and Bank of America. Dave shares insights about risk management, including identifying flaws in conventional risk framewo…

1
#42 - Adam Nash: Tech, Finance, Leadership, Philanthropy 1:22:40

7M ago1:22:40

1:22:40

Adam is co-founder and CEO of Daffy, a fintech platform focused on charitable giving. Adam was a software engineer at Apple and held executive roles at eBay, LinkedIn, Dropbox and most recently was CEO at Wealthfront. He also teaches personal finance for engineers at Stanford. Adam shares unique insights about technology, finance, leadership and ph…

1
Evoke 20-Minute Market Outlook Podcast for Q4 2024 20:46

7M ago20:46

20:46

A recap of our key observations about the economy and markets.By Evoke Advisors

1
#41 - Roy Leckie: Walter Scott, Long-Term Investing 46:17

7M ago46:17

46:17

Roy is Executive Director and Co-Chair of the Investment Management Committee at Walter Scott, a Scotland-based firm managing $100B in assets (as of 8/31/24). With a focus on long-term investing, he emphasizes the significance of compounding returns and the importance of a disciplined approach to risk management.…

1
#40 – Doug Kiersey: Logistics Properties, Dermody 58:06

7M ago58:06

58:06

Doug is the CEO and President of Dermody Properties, a firm that has developed and acquired $8B in industrial logistics assets (as of 6/30/24) since its founding in 1960. He provides insights on e-commerce and logistics, market trends, and potential risks in the industry.By Alex Shahidi

1
#39 - Michael Green: The Bitcoin Bear Case 1:14:54

7M ago1:14:54

1:14:54

Last month, we examined the bull case for Bitcoin. In today's episode, we hear the counterargument from Mike Green, Chief Strategist and Portfolio Manager at Simplify Asset Management. Founded in 2020, Simplify aims to provide high-quality alternative strategies through low-cost ETFs and currently manages $5.8 billion (as of 8/31/24).…

1
#38 - Sophie Bakalar: For-Profit & For-Good 45:36

8M ago45:36

45:36

Sophie is a partner at Collaborative Fund, a New York-based venture capital firm that invests in companies operating at the intersection of for-profit and for-good. She shares insights on the dual objectives of generating financial returns while making a positive impact, discusses their unique “villain test,” and explores the emerging opportunities…

1
#37 - Jeff Krasnoff: Private Real Estate Investing 1:18:46

8M ago1:18:46

1:18:46

Jeff is the Founder and CEO of Rialto Capital Management, a firm that oversees $21B in commercial real estate assets as of 6/30/24. With his extensive experience over 4 decades, Jeff offers valuable perspectives on both private real estate property and debt investments. He also shares his outlook for various real estate markets.…

1
#36 - Tom Keck: Private Markets Overview & Outlook 1:15:28

8M ago1:15:28

1:15:28

Tom is co-founder and head of research and portfolio management at StepStone, which manages over $150B and focuses on private markets. Tom shares an overview and insights about the various segments within private markets: equity, credit, real estate, infrastructure and secondaries.By Alex Shahidi

1
#35 - Ted Seides: Industry Insights, Portfolio Construction 1:07:21

8M ago1:07:21

1:07:21

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, discusse…

1
#34 - Jeffrey Sherman: Fixed Income, Market Outlook 1:20:53

8M ago1:20:53

1:20:53

Jeffrey is Deputy CIO of DoubleLine Capital, which manages over $90B (as of 6/30/24). Jeffrey provides excellent insights into the big economic picture, the fixed income market, and investment outlook.By Alex Shahidi

1
#33 - Matt Hougan: Bitcoin History & Outlook 1:00:30

9M ago1:00:30

1:00:30

Matt is the CIO of Bitwise Asset Management, which pioneered the first crypto index fund in the world. Prior to Bitwise, Matt was the CEO of ETF.com. Matt shares his perspectives on the history of Bitcoin, risks of investing, outlook and much more.By Alex Shahidi

1
#32 - George Milling-Stanley: Gold History & Outlook 1:15:33

9M ago1:15:33

1:15:33

George is the Chief Gold Strategist at State Street Global Advisors. Prior to his decade at State Street, he spent 15 years at the World Gold Council and has been working with gold for about 50 years. George shares insights about the history of gold, how it can serve as a portfolio diversifier and his gold market outlook.…

1
#31 - Dan Ivascyn: Fixed Income, Market Outlook 53:30

9M ago53:30

53:30

Dan is Group CIO of PIMCO, one of the world’s largest asset managers ($1.8 trillion as of 6/30/24). Dan is also the lead portfolio manager of the PIMCO Income Strategy that he launched in 2007. Dan shares valuable insights about the fixed income market and his market outlook.By Alex Shahidi

1
#30 - Meb Faber: Industry Insights, Investment Framework 1:30:20

9M ago1:30:20

1:30:20

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 constr…

1
Evoke 20-Minute Market Outlook Podcast for Q3 2024 20:30

9M ago20:30

20:30

A recap of our key observations about the economy and markets.By Evoke Advisors

1
#29 - Karen Karniol-Tambour: Market Outlook, Portfolio Construction 54:03

10M ago54:03

54:03

Karen Karniol-Tambour is Co-CIO at Bridgewater Associates, which is one of the world’s largest hedge funds. Drawing from her 18-year career at the firm, she offers valuable insights into her professional journey, Bridgewater's current market outlook, and strategies for effective portfolio construction.…

1
#28 - Michael Kim, Kelli Fontaine: Seed Investing, Small Funds 1:32:38

10M ago1:32:38

1:32:38

Michael is the Founder of Cendana Capital, a San Francisco-based firm that invests in very early-stage venture capital funds globally. Kelli Fontaine joined the firm 6 years ago and is a Partner. Cendana was launched in 2010 and has over $2B in assets (as of 3/31/24). Michael and Kelli provide insights into the world of VC and seed investing, why t…

1
#27 - Jacob Ziemann: AI Explained 1:08:07

10M ago1:08:07

1:08:07

Jacob is a Partner and Portfolio Manager at Glynn Capital Management, which invests in private and public technology growth companies. The firm was founded 50 years ago and Jacob has been right at the forefront, witnessing AI innovation up close and regularly interfacing with pioneers from top private and public technology companies. With this uniq…

1
#26 - Rob Arnott: Quant Investing, Asset Class Outlook 1:34:04

10M ago1:34:04

1:34:04

Rob is Founder and Chairman of Research Affiliates ($147B in assets as of 3/31/24), which he launched in 2002. Rob shares insights into quant investing, the outlook for various asset classes, mean reversion, rebalancing alpha, asymmetric risks and much more.By Alex Shahidi

1
#25 - Stephen Nesbitt: Cliffwater, Private Debt 43:42

11M ago43:42

43:42

Steve is the Co-Founder and CEO of Cliffwater, a $78B investment advisory firm specializing in alternative investments. He also manages two private debt funds with combined assets of $23B. Steve shares insights into the history and future prospects of the private debt market.By Alex Shahidi

1
#24 - Martín Escobari: GA, Entrepreneurship, Growth Equity 1:12:33

11M ago1:12:33

1:12:33

Martín Escobari is Co-President, Head of Global Growth Equity and Chairman of the Investment Committee at General Atlantic. GA is a leading growth equity firm that manages $84B and has been one of the pioneers of growth equity since its founding in 1980. Martín covers a wide range of topics including his philosophy, entrepreneurship and the outlook…

1
#23 - Melissa Ma: China, India, PE 1:13:13

11M ago1:13:13

1:13:13

Melissa is the Co-Founder and Managing Partner of Asia Alternatives, which manages over $15B and focuses on private equity in Asia. Melissa shares insights into China and India and discusses investing in private markets in these two large markets.By Alex Shahidi

Podcasts Worth a Listen

Alex Shahidi Podcasts

Podcasts Worth a Listen