Podcast Index

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Insightful Investor Insightful Investor Alex Shahidi Radio 1370AM Peligrosa.mx Tlax/Pue Radio 1370AM Peligrosa.mx Tlax/Pue grupo informativo 1370AM sa de cv Focus with Paul W. Smith Focus with Paul W. Smith Cumulus Media Detroit Monocle on Design Monocle on Design Monocle YIELD Today With Dallin Candland YIELD Today With Dallin Candland Dallin New Solo New Solo Legal Talk Network Investopoly Investopoly Stuart Wemyss & Campbell Wallace This Morning With Gordon Deal This Morning With Gordon Deal Compass Media Networks She's On The Money She's On The Money Victoria Devine Podmastery: podcasting insights and advice for indie creators Podmastery: podcasting insights and advice for indie creators The Podmaster (Neal Veglio) Educational Passages Podcast Educational Passages Podcast Cassie The Holistic Accountant The Holistic Accountant Stuart Wemyss & Mena Abraham The Edge of Work The Edge of Work Al Dea The Sheep Geeks The Sheep Geeks Liz Genever and Nerys Wright Markets Now with Michelle Rook Markets Now with Michelle Rook Michelle Rook Managing A Career Managing A Career Layne Robinson Immigrant Architects Coalition Podcast Immigrant Architects Coalition Podcast Immigrant Architects Coalition The Abundant Practitioner Podcast The Abundant Practitioner Podcast Cassandra Duffill - Business Mentor, Strategist, Naturopath & Author Roommates Show with Jalen Brunson & Josh Hart Roommates Show with Jalen Brunson & Josh Hart Playmaker and iHeartPodcasts Six Figure Health Coach w/ Dr Shaunna Six Figure Health Coach w/ Dr Shaunna Dr Shaunna Power Analysis Power Analysis Anthony Power & Bryce McNallie Silicon Valley Impact Silicon Valley Impact Silicon Valley Impact Becoming a Cut Flower Grower Becoming a Cut Flower Grower Lydia Watson The Good Builder Podcast The Good Builder Podcast The Good Builder Make Restaurants Profitable Make Restaurants Profitable Foodie Coaches Brew Markets Brew Markets Morning Brew How Do I Podcast? How Do I Podcast? TBC Studios KeyConnectAI: The Revenue Playbook KeyConnectAI: The Revenue Playbook KeyconnectAI Peter Pru | Option Sellers School Peter Pru | Option Sellers School Peter Pru Investor's Edge with Gary Kaltbaum Investor's Edge with Gary Kaltbaum Gary Kaltbaum C-Suite Perspectives C-Suite Perspectives The Conference Board The Sustainability Agenda The Sustainability Agenda CIBC The Bliss Business Podcast The Bliss Business Podcast Zero Company money money money money money money Glen James Mining Stock Daily Mining Stock Daily Trevor Hall Narratives of Purpose® Narratives of Purpose® Claire Murigande The Modern People Leader: Forward-Thinking HR The Modern People Leader: Forward-Thinking HR The Modern People Leader
Insightful Investor

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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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