Insightful Investor

In this episode of the Insightful Investor podcast, Josh Baumgarten – president and CIO of Beachoint Capital Management, which now oversees more than $20 billion in credit assets – recounts his journey from a boutique investment bank to senior roles at BlackRock, Blackstone, and Angelo Gordon, discussing how scale transformed those firms’ influence, deal‑making power, and strategic priorities. He then explains why Beachoint’s $20‑$30 billion focus on the middle‑market credit niche offers distinctive, flexible solutions amid a macro environment of resilient growth, manageable leverage, and tightening spreads, and shares the signals he monitors to navigate future credit cycles.

In this Insightful Investor episode, former 20th Century Fox and Paramount chairman Jim Gianopulos recounts his journey from a lawyer‑musician to a Hollywood powerhouse, sharing the leadership habits, mentorships, and strategic risks that helped him shepherd blockbusters such as Titanic, Avatar, and Top Gun Maverick. He also explains how he bridged the movie business with Silicon Valley‑driven technology, transformed global distribution, and revitalized struggling studios by balancing bold creative bets with disciplined financial management.

In this episode of the Insightful Investor podcast, Alex Shahidi shares the top five insights of 2025, focusing on the significant return of inflation and its implications for investors. Joined by industry experts, they delve into the complexities of inflation dynamics and the essential qualities that define effective leadership in today's economic landscape.

In this insightful episode of the Insightful Investor podcast, host Alex Shahidi shares the first part of his top 10 insights from 2025, covering insights 10 through 6 that reflect on impactful investment strategies and market trends. Join us as we explore valuable takeaways from industry experts and highlight the evolution of investing approaches in public and private markets, setting the stage for the much-anticipated second part next week.

Join host Insightful Investor as he welcomes legendary hacker and deep tech investor Pablo Holman, where they explore the interconnected worlds of hacking, innovative technologies, and the future of artificial intelligence. Learn about Holman's journey from a young computer enthusiast in Alaska to launching groundbreaking initiatives, including his work with Blue Origin and Intellectual Ventures Lab, and how he believes deep tech can solve some of humanity's most pressing challenges.

In this episode of the Insightful Investor podcast, Rajiv Jain discusses the parallels between today's AI-driven market and the late-stage dot-com bubble, highlighting the significant risks posed by current tech valuations and market dynamics. Jain emphasizes the importance of a flexible investment approach, focusing on quality and sensible pricing while cautioning against the dangers of following market narratives without critical analysis.

In this episode of the Insightful Investor podcast, Joe Davis, Vanguard's global chief economist, discusses his new book "Coming into View," exploring how megatrends like AI and demographics will reshape the investment landscape over the coming decade. He emphasizes the complexities of the current economic environment, arguing against the assumption of stability in growth and inflation while highlighting the crucial balance between transformative technologies and pressing challenges such as public debt.

In episode #98 of the Insightful Investor podcast, host Alex Shahiti interviews industry veteran Mark Sear, exploring the evolution of the investment advisory field and the importance of putting client interests first. Sear shares insights from his extensive career, emphasizing the need for transparency and ethical practices in an industry often criticized for hidden fees and misaligned priorities.

In this episode of the Insightful Investor podcast, Alex interviews Paul Pagnato, an expert in longevity and health optimization, as they delve into his groundbreaking work on redefining the concept of aging. Preparing for a future where people can live longer, healthier lives, they discuss the importance of transparency in business and personal health, while highlighting practical, cost-free strategies for promoting well-being throughout one's lifespan.

In this episode of the Insightful Investor podcast, Aakash Doshi, global head of gold strategy at State Street Investment Management, explores the unique attributes of gold as a reliable store of wealth amidst growing global economic uncertainties. He discusses its historical significance, its behaviors in various market conditions, and the strategic reasons why both central banks and private investors are increasingly turning to gold for diversification and protection against inflation.

In this episode of the Insightful Investor podcast, Howard Levkowitz shares his journey from law to establishing Tenbomb Capital Partners and his insights into the evolution and future of private credit. He discusses the complexities and opportunities in the sector, the importance of understanding business fundamentals, and how emerging technologies like AI may impact the landscape of alternative asset management.

In this episode of the Insightful Investor podcast, Gabriel Caillaux, co-president of General Atlantic, discusses his journey from investment banking to leading a growth equity firm specializing in technology-driven investments. He shares valuable insights on leadership, the evolution of private equity, and the importance of surrounding oneself with talented individuals to foster growth and innovation in a rapidly changing market.

In this episode of the Insightful Investor podcast, host Alex Ehrlich discusses his journey from a nontraditional finance background to founding Per Capita, a company focused on providing banking services to those living paycheck to paycheck. He shares insights on leadership, team-centered culture, and the evolution of the prime brokerage business, emphasizing the importance of adaptability and continuous improvement within the competitive landscape of Wall Street.

In this episode of the Insightful Investor podcast, Kip deVeer, co-president of Ares Management, discusses his journey in the asset management industry and the growth of Ares as a leading global alternative investment manager with $572 billion in assets under management. He explores the evolution of private markets, investor demand for alternatives, and how Ares has positioned itself to adapt to changing market dynamics while maintaining its entrepreneurial culture.

In this episode of the Insightful Investor podcast, co-managing partner Steven Romick shares his investment philosophy centered on value, quality, and adaptability. With over three decades of experience in the field, Romick discusses the importance of minimizing permanent capital impairment while navigating the complexities of today's market landscape.

In this episode of the Insightful Investor podcast, CEO and CIO Adam Blitz shares his extensive journey in the hedge fund industry, offering insights into manager selection, portfolio construction, and evolving market dynamics. With over two decades of experience, he discusses the challenges and changes in hedge fund strategies, emphasizing the importance of identifying skilled managers who can navigate both market conditions and investor expectations effectively.

In this episode of the Insightful Investor podcast, Brock Sutton of Capital Group discusses the transformative impact of artificial intelligence on various industries and the importance of embracing this technology. Sutton shares insights on how AI is reshaping investment strategies and emphasizes the need for professionals to adapt and leverage AI to enhance their roles and decision-making processes.