Best Alex Shahidi Podcasts (2025)

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#95 - Howard Levkowitz: The Past, Present, and Future of Private Credit 36:48

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2d ago36:48

36:48

Howard is co‑founder of Tennenbaum Capital Partners, where he helped build one of the early success stories in private credit before leading its integration into BlackRock. In this episode, he shares how private credit grew from a niche strategy into a cornerstone of modern portfolios, the lessons learned through that evolution, and what innovation…

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#94 - Gabriel Caillaux: Growth Equity in a Tech-Driven Market 59:13

9d ago59:13

59:13

Gabe is Co-President at General Atlantic, a global growth equity firm managing approximately $114 billion in assets as of June 2025. He discusses growth equity investing and how GA partners with visionary entrepreneurs to build category-leading companies. The conversation explores technology, market evolution, and collaboration strategies that driv…

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#93 - Alex Ehrlich: The Leadership Pyramid, Team-Centered Culture 1:13:50

16d ago1:13:50

1:13:50

Alex is founder and CEO of Percapita and a longtime senior executive at Goldman Sachs, UBS, and Morgan Stanley. He shares four decades of insights—from his “Leadership Pyramid” philosophy and the value of a team-centered culture to expanding inclusive banking. Listeners will learn strategies for building resilient organizations and leading with pur…

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#92 - Kipp deVeer: Steering Ares’ Growth in Alternatives 42:20

23d ago42:20

42:20

Kipp is Co-President of Ares Management, which manages $572 billion in assets (as of 6/30/25) and is a global leader in alternative investments. He discusses Ares’ rapid growth, leadership strategy, and the evolving landscape for private assets and clients.

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#91 - Steven Romick: Value, Quality, and Adaptability 41:13

1M ago41:13

41:13

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Evoke 20-Minute Market Outlook Podcast for Q4 2025 19:56

1M ago19:56

19:56

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

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#90 - Adam Blitz: The Hedge Fund Playbook 1:08:47

1M ago1:08:47

1:08:47

Adam is CEO and CIO of Evanston Capital Management, overseeing $4.3 billion as of August 2025. Adam shares actionable insights on manager selection, real diversification, and identifying true alpha versus beta—highlighting why most hedge funds fail to add value and how to spot the few that genuinely do.…

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#89 - Brock Sutton: Adapting to the AI Era 1:03:57

2M ago1:03:57

1:03:57

Brock is Head of Emerging Client Capabilities at Capital Group. In this conversation, he explores the transformative impact of AI, demystifies AI’s role in technology, and discusses its effects on jobs, business workflows, and personal productivity. He also shares practical strategies to thrive in the AI era.…

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#88 - Bruno del Ama: Leadership, Spirituality, Growth, Fulfillment 1:10:11

2M ago1:10:11

1:10:11

Bruno is a pioneering entrepreneur and co-founder of Global X and Sangha. In this episode, he shares his unique journey from launching a multibillion-dollar asset management firm during the financial crisis to empowering others through peer support and spiritual growth. Bruno offers insights on purposeful leadership, personal fulfillment, and the i…

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#87 - Eduardo Repetto: Financial Science Meets Portfolio Innovation 51:00

2M ago51:00

51:00

Eduardo is CIO of Avantis Investors, which manages over $75 billion in assets (as of 6/30/25). In this episode, Eduardo shares lessons learned from his journey as a scientist turned portfolio innovator—discussing financial science, systematic investing, and the future of asset management.

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#86 - Jason Thomas: Inflation, AI Economics, Tariffs, Private Markets 1:15:09

2M ago1:15:09

1:15:09

Jason, Head of Global Research and Investment Strategy at Carlyle ($465B AUM as of 6/30/25), discusses the challenges of persistent inflation and government debt, and the shifting nature of portfolio diversification in today’s macro environment. He explores the economic impacts of AI, the outlook for U.S. policy and markets, and offers insights on …

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#85 - Darell Krasnoff: Wealth Management Evolution, Leadership 1:04:36

2M ago1:04:36

1:04:36

Darell, managing partner at Evoke Advisors, co-founder of Bel Air Investment Advisors, and ex-Goldman Sachs Partner and manager of their Los Angeles office for private client services in the 1990s, shares insights on the evolution of wealth management, the centrality of trust and transparency, and how AI is reshaping the industry. He reflects on th…

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#84 - Carl Ross: EM Debt, Global Shifts, Opportunities 1:08:25

3M ago1:08:25

1:08:25

Dr. Carl Ross, partner and lead researcher for Emerging Country Debt at GMO, brings decades of expertise in sovereign credit across emerging markets. He shares his perspectives on the evolution, risks, opportunities, and outlook for EM debt, diving into credit cycles, valuations, and why he sees EM local debt as a once-in-a-generation opportunity f…

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#83 - Yie-Hsin Hung: Leadership, Innovation, Adaptability 33:00

3M ago33:00

33:00

Yie-Hsin, President and CEO of State Street Investment Management, shares her journey from engineering to leading one of the world’s largest asset managers with $4.6T AUM (as of 3/31/25). She discusses her approach to leadership, State Street’s evolution from pioneering ETFs to private markets through strategic partnerships, and the importance of a…

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#82 - Tony Davidow: Alternatives, Education, Bridging Investor Gaps 1:03:52

3M ago1:03:52

1:03:52

Tony is a senior alternatives investment strategist at Franklin Templeton, which manages $1.6T in assets (as of 6/30/25). Tony shares his journey across family offices and institutions, explores the evolving landscape of alternative assets, and discusses how education can help bridge the gap between everyday and sophisticated investors. Listeners w…

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#81 - Blake Johnson: Entrepreneurship, Bootstrapping, Resilience 53:55

3M ago53:55

53:55

Blake is a serial entrepreneur, investor, and philanthropist who has founded and sold businesses exceeding $1.1 billion. He shares his journey from small-town beginnings to building Byte into a billion-dollar company without outside funding, and discusses lessons in entrepreneurship, resilience, leadership, and giving back.…

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#80 - Andrew Metrick: Master Class in Financial Crises & Bank Runs 1:27:42

4M ago1:27:42

1:27:42

Andrew is the Janet Yellen Professor of Finance and Management at the Yale School of Management and Director of the Yale Program on Financial Stability, specializing in financial crises. He discusses the vulnerabilities of the banking system, lessons from recent crises like SVB and the GFC, the government’s role in crisis management, and the bigges…

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Evoke 20-Minute Market Outlook Podcast for Q3 2025 21:10

4M ago21:10

21:10

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

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#79 - Jon Gray: Leadership, Scaling Blackstone, Market Trends 59:18

4M ago59:18

59:18

Jon is President and COO of Blackstone—one of the world’s largest and most highly valued investment firms, managing over $1.1 trillion in assets (as of 3/31/25). He shares his career journey, insights on leading through rapid growth, and his outlook on the evolving landscape of investing and innovation. Listen for a candid take on leadership, cultu…

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#78 - Leonard Kleinrock: Internet Creation, AI Future 1:38:48

4M ago1:38:48

1:38:48

Dr. Leonard Kleinrock, a distinguished professor of computer science at UCLA, helped invent the Internet and supervised the sending of its first message in 1969. In this episode, he shares stories from those early days, reflects on the evolution of the Internet, and discusses what the rise of AI means for the future of technology and society.…

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#77 - Charlie Ruffel: Asset Management Industry Evolution, Alternatives 57:03

4M ago57:03

57:03

Charlie is founder, Chairman and Managing Partner of Kudu Investment Management and a board director of Charles Schwab. Drawing on decades of experience as a financial journalist, asset management executive, and private equity investor, he shares unique insights shaped by viewing the industry from multiple angles. In this episode, Charlie discusses…

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#76 - Jeff Huber: Innovation, Google, GRAIL, Triatomic 1:00:18

5M ago1:00:18

1:00:18

Jeff is the founder of Triatomic Capital and former Google SVP. He shares lessons from building Google Maps, Ads, and Gmail, founding GRAIL for early cancer detection, and leading transformative teams. Jeff discusses his vision for backing “century-defining” companies and offers insights on leadership, innovation, biotech, and building companies th…

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#75 - Liz Ann Sonders: Investing Principles, Inflation, Instability, Diversification 44:46

5M ago44:46

44:46

Liz Ann is the long-time Chief Investment Strategist at Charles Schwab, with over 25 years at the firm and frequent appearances on CNBC, Bloomberg, CNN, and CBS News. She shares insights on the core principles of investing, the challenges of maintaining discipline, and the impact of economic and policy uncertainty. We discuss inflation trends, mark…

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#74 - Alan Waxman: Sixth Street, Leadership, Outlook 1:03:51

5M ago1:03:51

1:03:51

As Co-Founding Partner and CEO of Sixth Street, Alan has guided the firm from its founding to a leading global investment firm — an achievement that followed his early success as one of Goldman Sachs’ youngest-ever partners. He offers an inside look at Sixth Street’s investor-first approach and shares his perspectives on today’s investment landscap…

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#73 - Greg Sharenow: Inflation History, Outlook, and Hedging 49:25

5M ago49:25

49:25

Greg is Managing Director and Portfolio Manager at PIMCO, one of the world’s largest asset managers. He leads the firm’s commodity and real asset strategies. Greg discusses the forces driving inflation, how investors can navigate today’s evolving macro environment, and why diversification is essential when hedging inflation risk.…

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#72 - Damien Bisserier: Bridgewater Lessons, Advising Families, Diversification 51:26

6M ago51:26

51:26

Damien is my long-time business partner and the other Co-CIO of Evoke Advisors. He brings a unique perspective shaped by his journey from advising some of the world’s largest institutional investors at Bridgewater to working with wealthy families and smaller institutions. Through this transition, Damien has gained firsthand experience with a wide r…

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#71 - David Rutherford: Navy Seal Mindset, Embracing Fear 1:06:32

6M ago1:06:32

1:06:32

David is a former Navy SEAL, SEAL instructor, and CIA contractor who has become a motivational speaker, performance coach, and founder of the Froglogic Institute. In this episode, David shares powerful lessons on embracing fear, building resilience, and developing a SEAL mindset-offering actionable insights for investors, business leaders, and anyo…

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#70 - David Powers: Wasatch Culture, Market Cycles, Long-Term 55:03

6M ago55:03

55:03

Dave is Senior Portfolio Manager at Wasatch Global Investors, a $25B equity manager based in Salt Lake City (as of 3/31/25). He discusses Wasatch’s collaborative culture, lessons learned from navigating market cycles, and the discipline behind a long-term investment approach.By Alex Shahidi

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#69 - Bob Louzan: Asset-Based Lending, Downside Protection 47:16

6M ago47:16

47:16

Bob is Co-Founder and Managing Partner at WhiteHawk Capital Partners. He explains how their creative asset-based lending approach is designed to deliver downside protection while navigating the unique risks and opportunities of lending to middle market companies.By Alex Shahidi

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

6M 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). Andrew 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 partnerin…

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

7M 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.…

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

7M ago17:10

17:10

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

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

7M 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

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

7M 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

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

7M 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…

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

8M 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

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

8M 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

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

8M 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

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

8M 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.…

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

9M 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…

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

9M 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

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

9M 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 …

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

9M 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 …

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

9M 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…

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

10M 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.…

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

10M ago21:00

21:00

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

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

10M 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 …

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

10M 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

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

11M 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

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

11M 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