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Insightful Investor Insightful Investor Alex Shahidi Medicare Agent IQ Medicare Agent IQ Raul Gonzalez, Oscar Ibieta JIJI English News-時事通信英語ニュース- JIJI English News-時事通信英語ニュース- 時事通信社 The John-Henry Westen Show The John-Henry Westen Show John-Henry Westen | LifeSiteNews The Security Podcast of Silicon Valley The Security Podcast of Silicon Valley YSecurity Handelsblatt Today – Der Finanzpodcast mit News zu Börse, Aktien und Geldanlage Handelsblatt Today – Der Finanzpodcast mit News zu Börse, Aktien und Geldanlage Solveig Gode, Nicole Bastian, Sandra Groeneveld, Nele Dohmen, Anis Mičijević, Ben Mendelson, Aileen Bunte RadioCSIRT RadioCSIRT Radio CSIRT ECOM SECRETS – So skalieren die Top 1% E-Commerce Brands ECOM SECRETS – So skalieren die Top 1% E-Commerce Brands Daniel Bidmon The Dollar Vigilante The Dollar Vigilante Jeff Berwick The Gemini Brief - Investment Deep Dives The Gemini Brief - Investment Deep Dives Lukasz Tomicki and LRT Capital Management LLC Allo La Martingale Allo La Martingale Orso Media Environmental Law Explored: A Podcast SEERies Environmental Law Explored: A Podcast SEERies ABA Section of Environment, Energy, and Resources La Story La Story Les Echos The Real Investment Show Podcast The Real Investment Show Podcast Lance Roberts XP Econocast XP Econocast XP Freedom Lifestyle Freedom Lifestyle Sam Laliberte Talking Real Money - Investing Talk Talking Real Money - Investing Talk Don McDonald Ubezpieczenia po ludzku Ubezpieczenia po ludzku Marcin Kowalik Investing in Regenerative Agriculture and Food Investing in Regenerative Agriculture and Food Koen van Seijen Hello Seven Podcast Hello Seven Podcast Rachel Rodgers The Science of Personality Podcast The Science of Personality Podcast Hogan Assessments PERSPEKTIVEN To Go – der Börsenpodcast PERSPEKTIVEN To Go – der Börsenpodcast Deutsche Bank プレジデント音声版 プレジデント音声版 プレジデント社 Invest Like the Best with Patrick O'Shaughnessy Invest Like the Best with Patrick O'Shaughnessy Colossus | Investing & Business Podcasts RickRunGood | Golf Data and Betting Insights RickRunGood | Golf Data and Betting Insights Rick Gehman Sales Pipeline Radio Sales Pipeline Radio Matt Heinz, Heinz Marketing SignalsAZ.com - Arizona News Podcast SignalsAZ.com - Arizona News Podcast Talking Glass Media, LLC Dental Marketing Theory - A Podcast by Gary Bird Dental Marketing Theory - A Podcast by Gary Bird Gary Bird Passive Income Pilots Passive Income Pilots Tait Duryea and Ryan Gibson MasilyJohn MasilyJohn MasilyJohn Voice With Action Voice With Action Rebecca Pratt Kitco NEWS Kitco NEWS Kitco Media The Mindset Architect Podcast The Mindset Architect Podcast Tony Caliendo | Business Coach, Mindset Coach, Life Coach | Focus on thoughts, feelings, actions, and results in both business and life Mercado Abierto Mercado Abierto Capital Radio 🇨🇭🇩🇪 Markt-Trends setzen mit Swissquote 🇨🇭🇩🇪 Markt-Trends setzen mit Swissquote Markus Koch, Wieland Arlt und Feyyaz Alingan bieten Ihnen einen Überblick über alle Anlageklassen Running on Grass Running on Grass Logan Pribbeno & Ea'Mon O'Toole Lakeshore Business Compass Lakeshore Business Compass Seehafer Podcasts
Insightful Investor

Business

Insightful Investor

Alex Shahidi

Cathy Marcus: Real Estate Reset

June 30, 2026 6:00am 54 min

Cathy, Co-Head and Global COO of Real Estate at PGIM, joins us to discuss navigating a $217B real estate platform within a $1.4T firm (as of 12/31/25) and what decades across multiple cycles have taught her about risk, l...

Sarah Ketterer: Temporary Setbacks, Durable Businesses

June 23, 2026 6:00am 57 min

Sarah is co‑founder, CEO, and portfolio manager at Causeway Capital Management, which she helped launch in 2001 and now manages approximately $68B in assets (as of 3/31/26). She explains how she invests in companies faci...

Brian D'Arcy: Institutional Sports Investing

June 16, 2026 6:00am 55 min

Brian is a Partner at Sixth Street, a global investment firm managing over $130 billion in assets as of year‑end 2025. He breaks down how Sixth Street approaches sports as an institutional asset class, from identifying a...

Greg Bond: Alpha at Scale, AI for Collaboration

June 09, 2026 6:00am 55 min

Greg is CIO at Man Group, Head of the Americas, and lead PM for the firm’s flagship multi‑strategy fund, overseeing $228B in AUM (as of 3/31/26). He shares how Man Group pursues alpha at scale by fostering collaboration ...

Paul Desmarais III: Right to Win, Built to Last

June 02, 2026 6:00am 1:03

Paul is the co-founder, Chairman, and CEO of Sagard, a global alternative asset manager with $45B AUM (as of year-end 2025), and a builder behind platforms like Portage and Diagram spanning fintech investing and venture ...

Robert Smith: Enterprise Software, AI, Agentic Execution

May 26, 2026 6:00am 42 min

Robert is Founder, Chairman, and CEO of Vista Equity Partners, which manages $107 billion in assets as of year‑end 2025, and a TIME 100 honoree—TIME magazine’s annual list recognizing the world’s most influential leaders...

Chris Davis: Stewardship, Patience, Value Investing

May 19, 2026 6:00am 1:14

Chris is Chairman and Portfolio Manager at Davis Advisors, an independent, employee‑owned investment firm managing $30B as of March 2026, and serves on the board of Berkshire Hathaway. We discuss stewardship and patience...

Doug Merritt: Cybersecurity Risk in the AI Era

May 12, 2026 6:00am 1:01

Doug is Chairman, CEO, and President of Aviatrix, which helps companies safely connect and manage their cloud systems, and former CEO of Splunk, which helps organizations understand what is happening across their technol...

Matt McLennan: Resilient Wealth Creation, Patience, Gold

May 05, 2026 6:00am 59 min

Matt is Head of Global Value and a PM at First Eagle Investments, a firm with $176B in AUM as of year‑end 2025, known for its long history and disciplined approach to capital preservation. We discuss what resilient wealt...

Michael Nierenberg: Rithm’s Evolution Beyond a REIT

April 28, 2026 6:00am 42 min

Michael is CEO of Rithm Capital, a global asset management platform with approximately $63 billion in AUM and over $110 billion in investable assets (as of 12/31/25). In this episode, we discuss Rithm’s evolution beyond ...

David Eichhorn: Client‑Focused Solutions at Scale

April 21, 2026 6:00am 49 min

David is CEO and Head of Investment Strategies at NISA Investment Advisors, an institutional asset manager overseeing approximately $470 billion in assets as of year‑end 2025. In this episode, we discuss how NISA builds ...

Jon Hirtle: The True OCIO Playbook

April 14, 2026 6:00am 1:20

Jon is Executive Chairman and co‑founder of Hirtle Callaghan, a pioneering OCIO firm overseeing approximately $26 billion in assets as of the end of 2025 for families and institutions. Our conversation explores how struc...

Rod Wong: Biotech Innovation, Real Outcomes

April 07, 2026 6:00am 48 min

Rod is Founder and CIO of RTW Investments, a life sciences investment and innovation firm focused on building and backing companies that aim to transform patients’ lives. We discuss his path from medicine to investing, h...

Kevin Carter: EM Internet Opportunities & Risks

March 31, 2026 6:00am 1:23

Kevin is the Founder and CIO of EMQQ Global, a specialist investment firm focused on emerging markets internet and digital consumer companies, and creators of 3 NYSE listed ETFs (EMQQ, FMQQ & INQQ). We discuss EM interne...

Dr. Szymanski: Building Healthspan with Medicine 3.0

March 24, 2026 6:00am 48 min

We take a brief detour from our usual investment‑focused conversations to welcome Dr. Jared Szymanski, a leading physician in preventative and precision medicine. Dr. Szymanski explains how Medicine 3.0 reframes risk, ex...

Michael Gross: Private Credit Crowding, Complexity Alpha

March 17, 2026 6:00am 45 min

Michael is Co‑Founder of SLR Capital Partners, a private credit firm advising on $13B of total available capital (as of 9/30/25), and a pioneer of modern private credit, including as a founding partner of Apollo Global M...

Young Lee & Asheesh Gupta: Audax AI Value Creation

March 10, 2026 6:00am 1:03

Young is Co‑President at Audax Private Equity, and Asheesh is a Managing Director overseeing the firm’s Strategic Resources Group and Portfolio Support team at Audax, a leading middle market PE platform managing $19.5 bi...

Carl Kaufman: Public Credit Risk Discipline

March 03, 2026 5:00am 44 min

Carl is Co‑President and Co‑CEO of Osterweis Capital Management, a boutique investment firm founded in 1983 with approximately $8 billion in AUM (as of 12/31/25). We discuss public credit through an absolute return lens,...

Jack Sommers: Culture, Principles, Focus, Always

February 24, 2026 5:00am 39 min

Jack is the Co‑Founder and Executive Chair of Income Research + Management (IR+M), a specialist fixed income firm managing approximately $131B (as of 12/31/25). We cover his father‑son origin, first‑principles discipline...

Leland Clemons: Bond ETF Innovation

February 17, 2026 5:00am 47 min

Leland, founder and CEO of BondBloxx—a fixed‑income‑only ETF issuer managing $7 billion (as of 12/31/25)—joins the show to discuss the evolution and future of bond ETFs. We explore how the ETF ecosystem has changed, why ...

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