Insightful Investor Podcast
1) #105 - Josh Baumgarten: Credit Investing Across Firm Sizes
Josh is President & CIO of Beach Point Capital Management, overseeing more than $20B across the credit spectrum (as of 9/30/25). With decades of experience at BlackRock, Blackstone, and Angelo Gordon,...Show More
2) #104 - Jim Gianopulos: The Evolution of Hollywood and Tech
Jim, former Chairman & CEO of 20th Century Fox and Paramount Pictures, helped bring Titanic, Avatar, and Top Gun: Maverick to global success. In this episode, we explore his journey from lawyer to stu...Show More
3) #103 - Alex Shahidi: Top 10 Insights of 2025 (Part 2)
As 2025 draws to a close, we’re proud to present the year’s top 10 insights, ranked from 10 to 1. This episode features the top 5 insights. Last week we unveiled insights 10 through 6.-This podcast/we...Show More
4) #102 - Alex Shahidi: Top 10 Insights of 2025 (Part 1)
As 2025 draws to a close, we’re proud to present the year’s top 10 insights, ranked from 10 to 1. This episode features insights 10 through 6, while our final release of the year will unveil the top 5...Show More
5) #101 - Pablos Holman: Hacking, Deep Tech & AI
Pablos is a legendary hacker, inventor, and deep‑tech investor who helped launch Blue Origin and co‑founded Intellectual Ventures Lab with Microsoft’s first CTO. He explains what responsible hacking m...Show More
6) #100 - Rajiv Jain: AI Hype Echoes Past Tech Bubble Risks
Rajiv, CIO and Founder at GQG, managing $167 billion in assets (as of 9/30/25), warns today’s AI boom echoes the dot-com bubble. From stretched valuations to unsustainable spending, he sees cracks for...Show More
7) #99 - Joe Davis: Megatrends and the Tug-of-War Economy
Joe is Global Chief Economist and Head of the Investment Strategy Group at Vanguard. He dives into the major forces reshaping markets—from AI-driven innovation to demographic headwinds and rising debt...Show More
8) #98 - Mark Sear: Industry Evolution
Mark is Co-Founder of Evoke Advisors, with more than three decades advising wealthy families and institutions. Mark reflects on his investing passions, client-first philosophy, and the lessons he’s dr...Show More
9) #97 - Paul Pagnato: Inside the Longevity Revolution
Paul is a former scientist and longtime financial advisor turned longevity expert and founder of Humanaut Health and Transparency Global. In this episode, we explore the science of living longer,...Show More
10) #96 - Aakash Doshi: The Strategic Case for Gold
Aakash is the Global Head of Gold Strategy at State Street Investment Management, one of the world’s largest asset managers. He shares insights on gold’s historic resilience, its role as a portfolio d...Show More