Three friends argue about the ins and outs of the four major Detroit sports teams.
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I interviewed Allie and Alex before their wedding to try to gain some ideas for a speech I gave at their wedding. I thought it would be fun to upload the interviews, which were conducted over FaceTime and recorded using my iPhone. This is the first of those interviews.
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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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A podcast series providing Australia & the world with conversations & commentary on design.
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Podcast by Dj Flashboy
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The Managing Editor of the Popular Culture Studies Journal, Julia Largent, interviews different authors published in the journal about their research, their hobbies, and how their article came about. See all published articles for free, here: https://mpcaaca.org/the-popular-culture-studies-journal/
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ABOUT: With over 13 years in Bangkok Thailand, Emanuel Skinner has become a household name and a house music icon locally and abroad. Originally from San Francisco and now a Phuket local sharing his vision and sound all across South East Asia . With over 20 years experience filling the best and biggest venues from Jakarta, Singapore, China, India, to South Korea, Bangladesh to Malaysia, the Maldives, Myanmar, Cambodia, Vietnam and all over Thailand (Chang Mai, Koh Tao, Koh Samui, Phuket, Pat ...
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In this episode we sat down with Mary Faber, brand & product designer at Josephmark, ahead of her talk at AtypI Brisbane 2024. Mary speaks with co-hosts Amaani Thassim and Grace Pointon about the evolution of design inspiration, the font design process, how AI shapes up in generating fonts today, and how it might impact the future of the discipline…
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#35 - Ted Seides: Industry Insights, Portfolio Construction
1:07:21
1:07:21
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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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In this episode, we sit down with two well-loved creatives and content creators - Kel Lauren and Elliot Ulm. Listen in as they discuss the graphic design content space, the balance between success and self-worth when collaborating with big names, and reminisce about their favourite design software over the years. This episode was recorded at Canva …
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#34 - Jeffrey Sherman: Fixed Income, Market Outlook
1:20:53
1:20:53
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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
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#33 - Matt Hougan: Bitcoin History & Outlook
1:00:30
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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
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For our last episode in the series, we’re speaking with Alex Naghavi, Partner and Executive Creative Director at Josephmark. In this episode, we dig into Josephmarks evolution and practical strategies to foster connection in a remote work environment; we talk about leadership and the importance of trust, as well as diving into Josephmark’s work wit…
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#32 - George Milling-Stanley: Gold History & Outlook
1:15:33
1:15:33
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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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In episode two of our mini-series asking 'How can design be used to tackle disconnection?' we’re speaking with Leah Heiss, a Melbourne-based designer and the Besen International Research Chair in Design at Monash University. Through collaborative projects, Leah has brought human-centred design to technology to improve and save lives. We speak to Le…
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#31 - Dan Ivascyn: Fixed Income, Market Outlook
53:30
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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
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Today we are hearing from Jessica Watson, independent user experience consultant for the built environment. This episode is the start of a new mini-series featuring co-host, Pip Kennedy who asks 'How can design be used to tackle disconnection?'. Jess is on a mission to revolutionise the way we design and build our places based on radical inclusion …
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#30 - Meb Faber: Industry Insights, Investment Framework
1:30:20
1:30:20
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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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#29 - Karen Karniol-Tambour: Market Outlook, Portfolio Construction
54:03
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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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#28 - Michael Kim, Kelli Fontaine: Seed Investing, Small Funds
1:32:38
1:32:38
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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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#26 - Rob Arnott: Quant Investing, Asset Class Outlook
1:34:04
1:34:04
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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
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#25 - Stephen Nesbitt: Cliffwater, Private Debt
43:42
43:42
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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
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#24 - Martín Escobari: GA, Entrepreneurship, Growth Equity
1:12:33
1:12:33
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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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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
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#22 - Jim Lippman, Bobby Lee, Danny Lippman: JRK, Multifamily and Hotels
1:01:55
1:01:55
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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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#21 - Bob Chagares: Logistics, E-Commerce, "Small Boxes"
1:05:59
1:05:59
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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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#20 - Matt Smith: Ruffer, Market History, Outlook
1:53:15
1:53:15
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Matt is a Senior Fund Manager at Ruffer, a $30B UK-based absolute return manager that is highly regarded for its macro perspectives. Matt shares insights about Ruffer’s unique investment philosophy, risk management, financial markets history and the firm’s market outlook.By Alex Shahidi
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#19 - Michael Bego: Secondaries, Private Markets
1:08:52
1:08:52
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Mike is Founder and Managing Partner of Kline Hill Partners, a $5B alternative asset manager that invests in secondaries. Mike shares insights about the secondaries market and private investments.By Alex Shahidi
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#18 - David Samra: Value Investing, Market Efficiency
1:12:53
1:12:53
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David is the founding partner and lead portfolio manager of the Artisan International Value Team, which manages about $40B. David shares his perspectives about value investing, the importance of buying at a discount to intrinsic value and risk management.By Alex Shahidi
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#17 - Hal Hershfield: Behavioral Finance, Future Self
59:01
59:01
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Hal is a Professor of Marketing, Behavioral Decision Making, and Psychology at UCLA’s Anderson School of Management, and the author of Your Future Self: How to Make Tomorrow Better Today. Hal shares key insights about how people make decisions and common behavioral biases.By Alex Shahidi
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In our final episode of the TDC 2023 series, we hear from three heads behind digital product company, Nightjar. Listen in as Co-Founders Ahmed Meer, Christine Sultana & Bonnie MacTavish, discuss their studio processes, working towards effective collaboration across disciplines, detail their work on THE ICONIC, and more. Don't forget to let us know …
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#16 - Gerard O'Reilly: DFA, Financial Science, Indexing
1:15:55
1:15:55
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Gerard is Co-CEO, Co-CIO and Director of Dimensional Fund Advisors. DFA applies financial science to investing and manages over $700B. Gerard shares his perspectives about flexible index investing, market cycles, diversification and AI.By Alex Shahidi
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Ep144 Robyn & Campbell Butler (Lovework Studio) (TDC23)
40:09
40:09
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Listen in as Robyn & Campbell Butler discuss starting a studio, branding process, remote collaboration and much more. Robyn & Campbell are the founders of Lovework Studio, a branding and digital design studio based in Redcliffe Australia. They’re two incredibly talented creatives and it’s fascinating to hear them share their journey with Lovework. …
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Kjerstin is Founder and Managing Principal of Lapis Advisers, which she launched in 2009 to focus on special situation securities in the municipal bond market. Kjerstin provides insights into the unique nature of the muni market and the inefficiencies that lead to investment opportunities.By Alex Shahidi
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Today we’re hearing from Evi-O & Yah-Leng Yu at The Design Conference in 2023. Evi-O is a multidisciplinary designer and artist at Evi-O.Studio and Yah-Leng Yu is the creative director of Foreign Policy. Listen in as they discuss connection and how we can foster a healthy, safe, and flourishing design industry. They cover a lot, from perceptions an…
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#14 – Glenn August: Oak Hill Advisors, Private Credit
1:18:27
1:18:27
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Glenn is Founder, Senior Partner and CEO of Oak Hill Advisors, a $63B alternative investment firm. In a broad ranging conversation, Glenn talks about his formative years in the investment industry, explains how to scale an organization and shares insights about private credit.By Alex Shahidi
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In this episode we hear from Alistair McCready, founder of Monolith, a typographic design practice based out of Auckland, New Zealand. Alistair speaks with co-hosts Frankie Young and Matt Leach about about what type designers are like and the momentum you need when designing type. It’s a fascinating and wide ranging chat, covering everything from a…
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#13 – Jim Haskel: Bridgewater, Diversification, Outlook
1:04:58
1:04:58
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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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Ep141 Andrew Ashton & Annette Harcus (TDC23)
45:30
45:30
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In this episode we’re dropped into a conversation between two friends, Annette Harcus and Andrew Ashton. Annette is the founder, CEO and Creative Director of Harcus Design and Andrew is the CD of Ashton Design, previously with Edison Agency, Work-Art-Life and Studio Pip and Co. Their chat took us places you wouldn’t usually get in a design podcast.…
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#12 - Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth
1:42:10
1:42:10
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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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We’re back and beyond excited to share this fascinating conversation between Jasmin, CEO of Innocean Australia and Founder of Fck the Cupcakes, and Kevin from TheSumOf — friend of the podcast and branding expert. Listen in as they talk the culture of conferences, commercialising creativity and the silent war between design and advertising departmen…
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#11 - Fran Kinniry: Vanguard, Common Investor Oversights
54:15
54:15
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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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#10 - Rich Bernstein: Market Outlook, Investment Opportunities
57:40
57:40
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Rich Bernstein is the Founder, CEO and CIO of Richard Bernstein Advisors (RBA), a $15B manager that combines macroeconomic and quantitative analysis to construct portfolios. Prior to launching RBA in 2009, Rich spent 21 years at Merrill Lynch and served as the Chief Investment Strategist. Rich shares insights about his market outlook and investment…
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#9 - Wes Whitman: Real Estate Investing, Outlook
1:07:19
1:07:19
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Wes Whitman is the Co-Founder of Whitman Peterson, a $2B opportunistic private real estate manager. Wes shares insights about the real estate landscape, inefficiencies in real estate investing and his market outlook.By Alex Shahidi
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#8 - Rajiv Jain: Stocks, GQG, Adaptability
1:09:57
1:09:57
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Rajiv Jain is the Founder, CIO, Chairman and Portfolio Manager of GQG, a $120B global equity firm that he launched in 2016. Rajiv shares insights about running a successful business, his investment framework, the importance of adapting and his market outlook.By Alex Shahidi
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#7 - Vineer Bhansali: Tail Risk, Investment Lessons
1:09:11
1:09:11
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Vineer Bhansali is the Founder and CIO of LongTail Alpha, which he launched after serving as a portfolio manager at PIMCO for 15 years. Vineer focuses on managing risk and protecting portfolios against material losses.By Alex Shahidi
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#6 - Tony Cusano: Private Markets, Secondaries
1:06:05
1:06:05
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Tony Cusano is the Co-Founder and Managing Partner of Banner Ridge, a $7B alternative asset manager that focuses on secondaries. Tony describes the private market landscape and the unique opportunities available in the secondaries market.By Alex Shahidi
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#5 - Brian Higgins: Risk, King Street, Outlook
1:14:37
1:14:37
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Brian Higgins is the Co-Founder, Managing Partner and Co-Portfolio Manager of King Street, a $25 billion global alternative asset manager. Brian offers insights into his risk management approach, describes how he built one of the industry's premier hedge funds, and shares his market outlook.By Alex Shahidi
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#4 – Ben Reeves: Institutional vs. Retail Investors, Alternatives
46:22
46:22
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Ben Reeves, the CIO at Wealthsimple, oversees one of Canada's fastest growing and most trusted consumer finance companies. Offering distinctive insights, Ben explores the dynamics between institutional and retail investors and discusses the pivotal role that alternative investments play in optimizing portfolios.…
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#3 – Bob Elliott: Portfolio Construction, Outlook
1:15:48
1:15:48
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Bob Elliott serves as the CEO, CIO, and co-founder of Unlimited, a company that leverages the power of machine learning to produce low-cost index replications of alternative investments. Before undertaking this role, Bob served as the head of Ray Dalio's investment team at Bridgewater, amassing 13 years of valuable experience. In today’s conversati…
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Paul Podolsky, a prolific writer and investor, founded Still Press Media and Kate Capital. With 15 years as Senior Portfolio Strategist at Bridgewater, the world's largest hedge fund, he possesses a depth of expertise. Paul shares unique insights on investment philosophies, markets, and geopolitics.By Alex Shahidi
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Welcome to Episode #1, where we introduce our host, Alex. In this inaugural episode, Alex delves into his background, revealing key investment lessons from his multi-decade journey in the field. He also discusses his inspiration behind starting this podcast. Special guest Damien Bisserier, Alex's long-term business partner and Co-CIO of Evoke Advis…
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The Insightful Investor Podcast is a weekly series hosted by Alex Shahidi, Co-CIO of one of the nation's leading RIAs. In a conversational, "fireside chat" format, Alex interacts with the globe's premier investors and business icons to unearth distinct market insights rarely found elsewhere. While many investors echo common sentiments, our definiti…
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My name is Jeff
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The championship anthem
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1
The Directional Episode - discussing the future of Detroit Sports
52:18
52:18
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Finally back, the boys discuss the future of Detroit sports.
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