Shows
Experience-Focused LeadersFrom Wall Street to IdeaScale: Nick Jane on Reinventing InnovationYour host, Alex Shevelenko, sits down with Nick Jane, CFA and CEO of IdeaScale, to unpack what it really takes to drive innovation inside large organizations. Nick shares his journey from academia and Wall Street to leading one of the most impactful platforms in idea management. Along the way, he highlights what slows innovation down—bureaucracy, unclear communication, and the loss of creative hunger—and how leaders can design systems that do the opposite.Nick makes the case for passionate teams, clear structures, and fast feedback loops. He draws a sharp contrast between the rapid, decisive style of l...2025-07-2945 min
Lead-Lag LivePredicting the Unpredictable with Alex ShahidiThe investment world is filled with overconfidence. We obsessively track our wins while conveniently forgetting our losses, leading most investors—even professionals—to achieve prediction accuracy barely above 50%. This sobering reality forms the foundation of a fascinating conversation about why predicting markets is so difficult and how diversification offers protection against our behavioral biases.When we zoom in too closely on market movements, every fluctuation appears significant, triggering emotional responses that frequently sabotage our long-term success. The natural instincts that serve us well in everyday life often lead to counterproductive investment behaviors—buying high and selling low in res...2025-07-1242 minLead-Lag LiveDiversification: The Free Lunch Nobody's Taking with Alex ShahidiWhether you're heading out for a weekend getaway or embarking on a global adventure, LEVEL8's sleek, durable luggage is designed to keep up.Visit www.level8cases.com and use code LEVEL8LAG10 to get 10% off your next purchase.Discount Code: LEVEL8LAG10– Offers 10% off on all products– No expiry, unlimited usage– Not stackable with other discounts Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlag...2025-07-0545 minLead-Lag LiveDiversification Trumps Conviction with Alex ShahidiAre you prepared for a financial landscape unlike anything we've seen in decades? The investing playbook that worked for the past ten years might be obsolete as we navigate unprecedented uncertainty in markets."It's very possible there's a sea change and the next decade looks very different from the last decade," warns Alex Shahidi of Evoke Advisors. After years of low interest rates, stable volatility, and US stock dominance, today's environment features sticky inflation, political uncertainty, and a significantly constrained policy response toolkit. The potential range of outcomes is wider than at any point in recent memory...2025-05-0151 min
Inflection PointsInflection Points- Buffett & Munger Unscripted with Alex MorrisFor episode 20, our guest is Alex Morris, founder of TSOH Investment Research and author of the newly released book Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings. Before starting his own firm, Alex spent a decade as a buy-side analyst. He earned both his undergraduate degree and MBA from the University of Florida and is a CFA Charterholder.We sat down to talk about his new book, which pulls together decades of insights from Warren Buffett and Charlie Munger. It is organized by topic and covers everything from...2025-05-011h 26
Allan Nyamutale, CFA PodcastOperating an effective SaccoHere is a link to Kakande Alex’s Introduction to Bonds - This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit allannyamutale.substack.com2025-03-1347 min
roadmap to RETIREMENTEP 49: Oh Canada w Lucas WennerstenIn this episode of Roadmap to Retirement Podcast, I am joined by Lucas Wennersten CFA, CFP®(Canada), CFP®(U.S.A.) of 49th Parallel Wealth Management to discuss the complexities of cross-border financial planning between the US and Canada. Lucas shares his journey from the mortgage business to becoming a Certified Financial Planner (CFP) specializing in cross-border financial planning, highlighting the unique challenges and strategies involved. We delve into topics such as the deemed disposition rules for Canadians moving to the US, tax implications for retirement accounts, gifting money across borders, inheritance rules for IRAs, and the healthcare systems of...2025-03-1227 minLead-Lag LiveDiversified Returns: The Case for Risk Parity with Alex ShahidiDive into the world of investment strategies with our latest episode focused on risk parity and the innovative ETFs, RPAR and UPAR. Join financial expert Alex Shahidi as he unpacks the evolving landscape of portfolio management, encouraging listeners to reassess their traditional views on asset allocation. The conversation covers the importance of diversification, revealing the limitations of the conventional 60/40 model that many investors continue to favor. With insights backed by historical data, we explore how equities, commodities, treasuries, and gold have performed through various market cycles. Shahidi clarifies the concept of risk parity, shedding light on how i...2025-02-2756 min
This Week in Intelligent InvestingAlex Morris on His New Book, "Buffett and Munger Unscripted", and Disney $DISIn this episode, co-hosts Elliot Turner and John Mihaljevic welcome Alex Morris, founder of the TSOH Investment Research Service, a long-term focused equity research service. Alex discusses key takeaways from his new book, Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings.
Enjoy the conversation!
Helpful links:
Amazon book page
TSOH Investment Research
Alex Morris is the founder of the TSOH Investment Research Service, a long-term focused equity research service with 100% portfolio transparency. He earned his undergraduate degree and MBA from the University of Florida...2025-02-271h 18
Timeless Teachings with Yana Fry#115 Redefining “Working Dad”: The Unconventional Journey of a Working Father w/ Alex ShafranWe hear a lot about what it means to be a “working mom”… and what about a “working dad”? His perspective? His struggles? His wins? His attempt to create work/life balance, while raising kids and providing for them at the same time? This episode I sit down with Alex Shafran to hear his perspective on how he has been raising 2 children with his wife Lana - and bring “an equal, hand-on, engaged parent… and a professional executive at work!” Now with two grown sons and a thriving career, Alex brings a refreshing perspective on parenting beyond traditional roles...2025-02-1822 min
In it to Win itAlex Muir Reveals Kenorland’s Big Gold Discovery! ~ Metals Investment ForumWelcome to 'In It to Win It' with Steve Barton! Steve interviews Alex Muir. Alex is from Kenorland Minerals, as he shares insights on their grassroots exploration strategy in North America. Learn how their Frotet Project turned a high-grade gold discovery into a multi-million-ounce deposit with Sumitomo! Kenorland Minerals operates under a project generator model, reducing risk while maximizing upside through partnerships with Newmont, Freeport, Sumitomo, and more. Alex breaks down their $90M market cap, their $25M cash reserves, and how they plan to end the year with $18M+ in the bank—debt-free! Discover how th...2025-01-3110 minIn it to Win itAlex Muir Reveals Kenorland’s Big Gold Discovery! ~ Metals Investment ForumWelcome to 'In It to Win It' with Steve Barton! Steve interviews Alex Muir. Alex is from Kenorland Minerals, as he shares insights on their grassroots exploration strategy in North America. Learn how their Frotet Project turned a high-grade gold discovery into a multi-million-ounce deposit with Sumitomo! Kenorland Minerals operates under a project generator model, reducing risk while maximizing upside through partnerships with Newmont, Freeport, Sumitomo, and more. Alex breaks down their $90M market cap, their $25M cash reserves, and how they plan to end the year with $18M+ in the bank—debt-free! Discover how th...2025-01-3110 minLead-Lag LiveAlex Shahidi on Risk Parity Investing, Portfolio Diversification Strategies, and Mitigating Market VolatilityUnlock the secrets to crafting a truly balanced investment strategy that withstands the test of time and market volatility. Join us for an insightful episode with Alex Shahidi from Evoke Advisors as we dissect risk parity investing and its potential to revolutionize traditional portfolio strategies. Discover how this approach aims to mitigate the shortcomings of the classic 60-40 asset allocation model by evenly distributing risk across various economic environments and asset classes.We challenge conventional wisdom by diving into historical market events like the dot-com bubble and the global financial crisis, examining how they exposed vulnerabilities in...2024-11-3052 minLead-Lag LiveNavigating Financial Turbulence and Embracing New Portfolio Models with Alex ShahidiWhat if the conventional wisdom you've trusted for years is actually leading you astray in your investments? Join us as we unravel the complexities of financial advising with Alex Shahidi, co-CIO of Evoke Advisors. With 25 years of experience, Alex shares how market expectations from the late 90s often clashed with reality, especially in the turbulent 2000s. Together, we explore the evolution of financial advising, transitioning from commission-driven stockbroking to a more client-focused advisory model that prioritizes independent thinking over firm profits.As we navigate the challenges of our current financial landscape, Alex and I discuss the crucial...2024-10-1049 min
The Startup Club PodcastAlex Forsyth-Thompson (Float): Helping Consumers Buy Now and Pay Waaay Later, Responsibly.In this episode, we’re thrilled to sit down with Alex Forsyth-Thompson, Founder and CEO of Float, Africa's first card-linked instalment platform that's disrupting traditional BNPL and encouraging responsible spending, by letting shoppers split big-ticket payments over time using existing credit. Despite reaching an executive position at a leading financial services business in his late twenties - Alex took the leap into tech entrepreneurship after spotting the gap to offer BNPL in a way that better serves the customer and merchant alike.After 18 months in "the wilderness" (as he describes it) building an MVP, he lan...2024-07-181h 00
Small Business | Big InsightsAvoiding Common Financial Mistakes: Pro Tips from a Seasoned Planner (With Alex Hadjisophocleous from Forest Financial Planning)Send us a textAlex Hadjisophocleous is a fee-only/advice-only financial planner at Forest Financial Planning Inc., helping individuals and business owners grow wealth through financial literacy. His unbiased advice is a refreshing contrast to financial advisors who charge substantial annual fees, particularly in Canada. In this episode, he shares a wealth of financial wisdom, including tips on insurance, paying installments, and how to withdraw a salary or pay yourself in a small business. He also shares his insights on the future direction of the financial planning industry. 0:00 Intro 0:55 Conversation begins 4:50 Fin...2024-06-1545 min
Kakande's Investments PodcastCatalyzing Private Capital for Value and Social Impact. With CFA East AfricaGood morning Everyone,In this podcast episode, we focus on finance and investment, particularly private capital and associated investments and opportunities in Uganda and Africa at Large.In Partnership with CFA Society of East Africa. Happy Investing EveryoneAlex Kakande This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kakandealex.substack.com2024-06-121h 53
The Pivot Experience PodcastTPE EP 34 Is This Worth It? ft. Tyler MumfordWhat’s up TPE family!
We are back with another episode of The Pivot Experience podcast! On today’s show we have another special guest that we feel will bring value to your leadership journey. Tyler Mumford has come to TPE to share some of his story as he is currently a part of Chick-fil-A’s Leadership Development Program. Tyler is aspiring to become a Chick-fil-A operator and he shares his experience on our broadcast.
We are appreciative of Tyler’s time and we believe he is providing a lot of value for those who tune in! Please share this show wit...2024-06-0728 min
Financial PerspectivesLeveraging Generative AI within Private Equity: Insights from Alex Chitea, CFA, Founder and Managing Partner of Funston CapitalSend us a message!On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Alex Chitea, CFA, Founder and Managing Partner of Funston Capital, an entrepreneurial investment fund. Prior to founding Funston, Alex led the programs and startup partnerships for cybersecurity and identity at Orange Silicon Valley - a subsidiary of Orange, a French multinational telecommunications company, that collaborates with startups, investors, researchers and other partners to bring innovation to the group’s operations around the world. He started his career as an early employee at Google and als...2024-05-2814 min