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The Insightful Investor is a weekly podcast hosted by Alex Shahidi, Co-CIO of one of the nation’s leading RIAs. In a conversational, “fireside chat” format, Alex interacts with some of the world’s premier investors and business icons to share market insights rarely found elsewhere. While many investors echo common sentiments, our “insights” include concepts that we believe are counterintuitive, widely misunderstood, or underappreciated. With over two decades of experience managing billions o ...
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Evoke 20-Minute Market Outlook is a quarterly podcast hosted by Alex Shahidi, Co-CIO of one of the largest RIAs in the country. Alex and his Evoke colleagues, Damien Bisserier (Co-CIO) and Michael Marco (Senior VP, Investment Research) share thoughts about the current economic and market environment. Subscribe today.
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Subscribe for conversations that raise your consciousness. Previous guests include Gary Vaynerchuk, Alex Hormozi, Robert Greene, Seth Godin, Andy Frisella, Chris Williamson, Kamal Ravikant, Iman Gadzhi, Anthony Pompliano, George Heaton, Miami Mayor Francis Suarez, Miss Excel Kat Norton, Ariel Helwani, James Altucher, Sam Parr, Shaan Puri, Colin and Samir, Gay Hendricks, and 350+ incredible humans.
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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.…
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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…
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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…
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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…
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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.…
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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).…
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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…
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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.…
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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…
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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.…
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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…
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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.…
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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…
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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…
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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…
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Jim (Founder and Chairman), Bobby (CEO), and Danny (President) of JRK discuss multifamily and hotel investing. JRK has owned and operated over $9 billion in assets since its launch in 1991. They share insights into the investing landscape, their unique approach, and their outlook.By Alex Shahidi
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Bob is the Founder and Chairman of High Street, which is a private real estate manager that has invested over $5B in industrial and logistics properties over 20+ years. Bob shares insights about the industry’s evolution over the past few decades, the impact of e-commerce on logistics and growing demand for “small boxes.”…
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Judson is a former Navy SEAL, seasoned entrepreneur, and transformational coach. In this episode, we talk about why men need to become emotionally vulnerable, how he went from being a Navy SEAL to a transformative Coach for the Modern Man, and his 4 step process on how you can live a more fulfilled life. My info:My Twitter: https://twitter.com/heyd…
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Cal Callahan is an entrepreneur and podcast host. In this episode, he shares his transformative journey from a successful trading career to a path of deeper self-discovery and healing. My Twitter: https://twitter.com/heydannymiranda My Instagram: https://www.instagram.com/heydannymiranda/ Cal's Instagram: https://www.instagram.com/cal.callahan/ Cal…
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Will Ahmed is the founder of WHOOP a recovery-focused fitness tracker. In this episode, we explore the balance between ambition and gratitude, how Amazon copied his product, and the impact of personal choice in life and business. 00:00 Intro 00:36 The Impact of Meditation on Will's Life 05:15 Learning to Meditate is a Superpower 06:48 Controlling Y…
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Tej, Elle, and Talia have changed my life, and this is the first time I get to record an episode in person with all of them.In this episode we dive into spiritual wisdom, the power of money, and the journey toward emotional integrity.My Twitter: https://twitter.com/heydannymiranda My Instagram: https://www.instagram.com/heydannymiranda/Tej's Twitte…
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John Shahidi is the president of Happy Dad. In this episode we dive into the importance of health, spirituality, and maintaining close family ties, how the social media landscape is changing, and the delicate balance between promoting products like alcohol and encouraging a culture of health and wellness. Timestamps: 00:30 Intro 00:00 John's Weight…
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Jim is a Senior Portfolio Strategist and Head of Client Service at Bridgewater Associates, the world’s largest hedge fund. He is also Editor of the Bridgewater Daily Observations, which launched about 40 years ago. Jim discusses his experience at Bridgewater and shares insights about diversification and his market outlook.…
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We had a profound discussion that dives deep into spirituality, personal growth, and the transformative power of running. Discover how a passion can turn into a mission that inspires others and challenges conventional paths.My info:My Twitter: https://twitter.com/heydannymiranda My Instagram: https://www.instagram.com/heydannymiranda/Dominic's Info…
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Kyle Fields is the co-founder of @TheFortNYC a dynamic, community-driven strength and conditioning facility. I met Kyle on a flight, and since then we have become great friends.In this episode we get into Kyle's incredible story, how Alex Hormozi saved his business, the power of creating a vision for yourself, and our connection to God.My info:My T…
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Jeremy Grantham is the Co-Founder and Long-Term Investment Strategist of GMO, which manages over $60B. Jeremy discusses his background and shares fascinating insights about a broad range of topics including investment bubbles, AI, crypto, reversion to the mean, climate change, population growth and natural resources.…
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Diego Perez is a meditator and #1 New York Times bestselling author who is widely known on Instagram and various social media networks through his pen name, Yung Pueblo. Online he has an audience of over 3 million people. His writing focuses on the power of self-healing, creating healthy relationships, and the wisdom that comes when we truly work o…
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Matt McLeod is a coach in transformation, not just in body, but in mind and relationships as well. From fitness coach to a beacon of hope, Matt reveals how personal growth, emotional intelligence, and deep connections enriched his life and can do the same for you.My Twitter: https://twitter.com/heydannymiranda My Instagram: https://www.instagram.co…
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Elle and Talia have changed my life. Apart from being my close friends, they have helped me elevate my consciousness. In this episode, we'll unpack the dynamics of trauma, self-discovery, and how to find the purpose of your life.My Twitter: https://twitter.com/heydannymiranda My Instagram: https://www.instagram.com/heydannymiranda/Elle's Twitter: h…
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Fran Kinniry is Principal and Head of Vanguard Investment Advisory Research Center. Vanguard is one of the largest investment firms in the world with over $9 trillion of AUM. Fran provides insights into the unique nature of the investment world, shares observations about common investment mistakes and discusses the concept of Advisors Alpha.…
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Eben Britton is an ex-NFL player turned yogi. In this episode, he shares insights on his journey of finding truth, coupled with the nurturing of faith and positivity.My Twitter: https://twitter.com/heydannymiranda My Instagram: https://www.instagram.com/heydannymiranda/Eben's info: https://www.instagram.com/edsbritton/https://www.ebenbritton.com/Ti…
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