What Works on Wall Street | Jim O'Shaughnessy | Talks at Google

  Рет қаралды 147,385

Talks at Google

Talks at Google

Күн бұрын

Пікірлер: 164
@animemilkmann5041
@animemilkmann5041 6 жыл бұрын
It's over Jim!
@Elaba_
@Elaba_ 3 жыл бұрын
It tried also a couple of days ago. All of the sudden Instagram and Facebook shut down.
@sooljim
@sooljim 6 жыл бұрын
*chuckles* Not even wearing a suit are we Jim?
@buldren0101
@buldren0101 6 жыл бұрын
[Smugness intensifies]
@Azidoazideazide.
@Azidoazideazide. 6 жыл бұрын
Jim doesn't own a suit.
@waynewhite2323
@waynewhite2323 6 жыл бұрын
Or a red T-shirt cap and headset!
@GeorgetheArchitect
@GeorgetheArchitect 6 жыл бұрын
This is google. He did himself a favor by not wearing a suit
@frankmathews1358
@frankmathews1358 4 жыл бұрын
lol
@The0rangeCow
@The0rangeCow 6 жыл бұрын
Jade's cooking has really aged you, Jim.
@RumpIeForeskln
@RumpIeForeskln 6 жыл бұрын
Dude its him. Its the leader of the sweetie squad.
@grosslyoffensivelizard-man3438
@grosslyoffensivelizard-man3438 6 жыл бұрын
⚡️🎴⚡️
@mmabagain
@mmabagain 2 жыл бұрын
You must have lost a lot of money because you didn't follow his advice. Therefore you are mad at him???
@thschnick
@thschnick 6 жыл бұрын
Wow Metokur's mic must be shit. He sounds a lot more rough on streams.
@MorteoLX
@MorteoLX 6 жыл бұрын
Schnick he sounds different without all the meth and nitrous he huffs on streams
@heyhackurs
@heyhackurs 6 жыл бұрын
Great advice, glad he could help.
@dongiovanni-m3i
@dongiovanni-m3i 6 жыл бұрын
It all makes sense, this is definitely metokur.
@cherrycherrycherrycherry1
@cherrycherrycherrycherry1 6 жыл бұрын
Now this is in my recommendations. Fantastic.
@philosopherofapplebees7775
@philosopherofapplebees7775 6 жыл бұрын
We could have ruled the world together Jim!!!!
@sheffield8947
@sheffield8947 6 жыл бұрын
This man groomed me and all my friends. Thanks big guy
@snacksheet
@snacksheet 6 жыл бұрын
Watched the killstream yesterday, and this came up in my suggestions. Bloody hell KZbin.
@schwartsbruder
@schwartsbruder 6 жыл бұрын
Jim's dad?
@DKshad0w
@DKshad0w 6 жыл бұрын
That was my first thought lel
@nicholasmorgan7609
@nicholasmorgan7609 6 жыл бұрын
Fascinating. So this is Mister Metokur?
@Andrzej108
@Andrzej108 6 жыл бұрын
What a wise and modest man! Thank you for the talk. It was one of the best I've ever heard.
@shanijayarathne5631
@shanijayarathne5631 Жыл бұрын
He directly stands against the principles of Benjamin graham and warren buffet. Two of his funds sank do bad in 2000 that they had to shut down. His principles on what works was absolutely ridiculous.
@qaisurrehman
@qaisurrehman 6 жыл бұрын
He is my summary of the video: Contrary indicator - 3 year performance Passive investor face panicking and selling low as a point of failure Active investors face the above and comparing to the benchmark, russel 2000, russel small or large cap Base Rates; How often does the strategy beat the benchmark and by how much? Base rates are vital while managing money Think in terms of probabilities not possibilities best investors value Process over outcome Recency bias is a killer, you need to think long term Long term data is essential Don't pay attention to forecasts, they are useless. Shareholder yield= Buy backs + Dividend yield
@PrincipledUncertainty
@PrincipledUncertainty 6 жыл бұрын
His next talk is on cub porn.
@basketballbroson620
@basketballbroson620 6 жыл бұрын
YOU REALLY NAILED THAN OPENING JOKE, JIM!
@piazziolbers8984
@piazziolbers8984 6 жыл бұрын
Metokur triggering the libz.
@coolguycrusader4218
@coolguycrusader4218 6 жыл бұрын
Who knew this is the guy who makes fun of furries on the internet
@nicklandable
@nicklandable 6 жыл бұрын
It's an Honor to see the leader of Sweetie Squad's face.
@MagnusAnand
@MagnusAnand Жыл бұрын
What a fantastic conference. Humility in it’s greatness.
@somerando8615
@somerando8615 6 жыл бұрын
Jim thank you for your crusade against pedophiles and dog rapists, you are a national treasure. 7/10 market advice though.
@buldren0101
@buldren0101 6 жыл бұрын
RIP Metokur's anonymity
@jdp0359
@jdp0359 3 жыл бұрын
Being disciplined and believing in your system. Great advice!
@robliez8655
@robliez8655 7 жыл бұрын
Wow. Those guys are lucky. One of the smartest man alive today. I love rereading his books. The information in his books is worth more than gold.
@dmtdave207
@dmtdave207 6 жыл бұрын
Pedo's and furred degenerates quake at the sight of him! Shame that his crimefighting alter-ego has been revealed. Now the sickest perverts have noone to fear. RIP metokur. Thanks for your service Mr O'shaughnessy. We will never forget.
@rajjtheman1867
@rajjtheman1867 6 жыл бұрын
Fuck off NPC.
@grosslyoffensivelizard-man3438
@grosslyoffensivelizard-man3438 6 жыл бұрын
His best stuff is found on his other channels, Hal, and Mister Metokur.
@snufkin-w7n
@snufkin-w7n 6 жыл бұрын
He is on KZbin, look up MisterMetokur.
@mmabagain
@mmabagain 2 жыл бұрын
One of the smartest man alive today. One of the smartest men alive today.
@atjshow
@atjshow 6 жыл бұрын
damn well i guess Jim really is a boomer.
@Luke-xi2pq
@Luke-xi2pq 3 жыл бұрын
Exactly as I thought Jimbo would look like! Say hi to Jade for us, Jim!
@kaitlinriedel
@kaitlinriedel 6 жыл бұрын
Where's your suit, Jim?
@ganoshaughnessy904
@ganoshaughnessy904 3 жыл бұрын
God bless you too. Thanks for your support and encouraging comment, you can talk or chat me on my private email address:ganoshaughnessy@gmail.con
@Luke-xi2pq
@Luke-xi2pq 3 жыл бұрын
He doesn't even own one. Completely blown the fuck out of the water.
@bane4490
@bane4490 6 жыл бұрын
Omg is this mister metokur
@aidanferguson1601
@aidanferguson1601 6 жыл бұрын
no lmao
@mr.wizard6891
@mr.wizard6891 6 жыл бұрын
Aidan Ferguson this man shares the exact same address as Jim’s girlfriends listed address on the Minnesota voter registry.
@mr.wizard6891
@mr.wizard6891 6 жыл бұрын
Actually forget what I said earlier, Mr. Metokur shares the exact same name as this man and Kiwifarms lists that dude in the address, not this one.
@firstborn9419
@firstborn9419 6 жыл бұрын
Lol alot of people are saying its his father.
@grosslyoffensivelizard-man3438
@grosslyoffensivelizard-man3438 6 жыл бұрын
It certainly is. Good ol papa Osheanassy of the bully cabal.
@doomeddoomer2896
@doomeddoomer2896 6 жыл бұрын
Wow this is actually a pretty interesting talk jim, who knew my favoreite shitposting eceleb would actually end up teachin me about investing 💲💲✡
@rajjtheman1867
@rajjtheman1867 6 жыл бұрын
I will have those Donga berries for our sweety squad. Jim, keep being a good boy.
@claudiodemb4453
@claudiodemb4453 3 жыл бұрын
excellent and very worth your time and money. Spot on!
@jonaheal11
@jonaheal11 Жыл бұрын
Jim's rigorous US value index and growth funds ( sold via RBC) cost me a pretty penny during 2008 downturn. Math lesson: if you invest $100, and it goes down to $30, that's market down 70%. To go back to $100, market has to climb 300%.
@delroyterrelonge6085
@delroyterrelonge6085 6 жыл бұрын
Is this really Jim?
@buldren0101
@buldren0101 6 жыл бұрын
Yes, and it's not just any Jim, it's THE Jim!
@delroyterrelonge6085
@delroyterrelonge6085 6 жыл бұрын
No way this is metokur lol
@delroyterrelonge6085
@delroyterrelonge6085 6 жыл бұрын
@quotetheraven90 wrong Jim I'm talking about some else nvm
@grosslyoffensivelizard-man3438
@grosslyoffensivelizard-man3438 6 жыл бұрын
Definitely. Kiwi farms is never wrong. Not ever.
@waynewhite2323
@waynewhite2323 6 жыл бұрын
How's the KickFundMe going???
@joshua1auhsoj
@joshua1auhsoj 7 жыл бұрын
this was a very good video. Thanks!!
@irvine175
@irvine175 6 жыл бұрын
Mr metokur revealed
@herpittyderpitty5309
@herpittyderpitty5309 6 жыл бұрын
But does he glow in the dark?
@glendmaatita4936
@glendmaatita4936 6 жыл бұрын
very good talk! gave me a lot of insight and idea
@grosslyoffensivelizard-man3438
@grosslyoffensivelizard-man3438 6 жыл бұрын
Glend Maatita If you liked this, check out his Deviants series on his alt channel, Mister Metokur.
@dominicpattberg3537
@dominicpattberg3537 6 жыл бұрын
you guys need to look for Patrick O'Shaughnessy. that´s the one who sounds more like Jim.
@wadetheman1607
@wadetheman1607 6 жыл бұрын
Time to say goodbye Jim
@audreydempsey247
@audreydempsey247 6 жыл бұрын
Wade TheMan You miserable aids ridden leftists wish.
@ciceroaraujo5183
@ciceroaraujo5183 5 жыл бұрын
His narrative is amezing
@avradeepdas2427
@avradeepdas2427 6 жыл бұрын
One of the best takes on value investing #Theoriginalquantking
@smurfekidsa
@smurfekidsa 7 жыл бұрын
Great talk. But om qeustion on if he had a concentraded strategy he Said yes, 50-75 stocks. For me thats pretty diversified. I guess the quants have a different opinion on what concentrated is than a typical Value investor.
@SEANAM
@SEANAM 6 жыл бұрын
Jan Fredrik A quant fund uses statistical inference of betas, correlation and standard errors to improve on the odds beyond random noise in portfolio return. Therefore, you should expect 1.0 standard deviation to explain 0.78 of the observed population parameters (statistically). As an example, if the S&P 500 is the benchmark that OSAM is measured against 50-75 security choices is only about 10-15% of the population sample (S&P 500 securities). To be able to select a (concentrated) portfolio with better risk/return profile than the index over long period of time consistently, is difficult and impressive.
@thevoxdeus
@thevoxdeus 6 жыл бұрын
Considering you can buy an index for 500 or 1000 stocks at a time, 50-75 is VERY concentrated. As an individual retail investor, holding a significant position in even 50 stocks would be very difficult (since you do still want to watch the fundamentals, and you have a job in addition to your investments), but for a fund manager or institutional investor with billions in assets, it should be trivial.
@yhhyy
@yhhyy 6 жыл бұрын
Jimmy boy is done for. We all knew he was a literal boomer.
@mmabagain
@mmabagain 2 жыл бұрын
LOL, magnitudes wiser than yourself.
@howdoilogin
@howdoilogin 6 жыл бұрын
This is Jim's dad gais I'm sooper cereal. Like he has a voice and Jim has a voice and I found the name of someone somewhere named Jade who lives in the center of a lake and Jim has a girlfriend named Jade it's 100% proven now.
@tubermensch3503
@tubermensch3503 6 жыл бұрын
Did anyone else laugh their fucking ass off seeing this in their recommended videos?
@franklydum5056
@franklydum5056 6 жыл бұрын
This man groomed me online.
@iluvmycountry100
@iluvmycountry100 6 жыл бұрын
⚡⚡
@fekafie
@fekafie 7 жыл бұрын
brilliant! patience is key to long term results...
@grosslyoffensivelizard-man3438
@grosslyoffensivelizard-man3438 6 жыл бұрын
Indeed. Soon all the pieces shall be in place and the holocoaster will do loop-the-loops over fields of burning furry carcasses! 🎢🔥🔥🔥🔥🔥🔥🎢
@thomastom4232
@thomastom4232 4 ай бұрын
most important question: where do you get the historical data?
@thevoxdeus
@thevoxdeus 6 жыл бұрын
It's easy to grin, when your ship comes in, and you've got the stock market beat; But the man worthwhile, Is the man who can smile, when his shorts are too tight in the seat.
@RonnieMcSneed
@RonnieMcSneed 6 жыл бұрын
We're awaiting your orders, Sir Boomer Groomer.
@Thebeancrusader
@Thebeancrusader 6 жыл бұрын
Welcome to outer heaven
@tohopes
@tohopes 6 жыл бұрын
Was Jim named after this guy because Jim's parents thought it would be fun to troll Mr. Billionaire Investor with stories about diaper-furs 37 years later?
@sillybobby5189
@sillybobby5189 5 жыл бұрын
who is jim's dad and why is it over for him
@alachance2010
@alachance2010 5 жыл бұрын
Follow him on twitter if you guys want more!
@Yondayme666
@Yondayme666 6 жыл бұрын
Bike pump stocks are in the rise after this.
@subtletube123
@subtletube123 4 жыл бұрын
He talks a lot about staying the course but how do you know you are on the right course to start with? Maybe you have a system for outperforming the market. Maybe you lose money. You stick with it. You lose more money. Maybe it was just a bad system.
@Ziggy_Rotten
@Ziggy_Rotten 6 жыл бұрын
Imagine all the non sweetie Squad people coming to watch this video and then reading the comments and trying to figure out what the fuck we're all talking about. lol.
@HuriKhanD
@HuriKhanD 6 жыл бұрын
Jim's shitty 20 dollar mic really makes him sound different
@goobydntfear
@goobydntfear 6 жыл бұрын
so this is jims dad, not actually jim right?
@queefburglar6996
@queefburglar6996 6 жыл бұрын
Hey! Its Patty O'Furniture
@shademaster6
@shademaster6 6 жыл бұрын
Remember kids : just don't.
@Jay_Baumans_Stuntdouble
@Jay_Baumans_Stuntdouble 5 жыл бұрын
JIM!?! Is that you?
@pennystriker
@pennystriker 7 жыл бұрын
the engineers vs lawyers story is incorrect: why would it be rational to pick 100pct lawyers in the group of 10? this is a Bernoulli experiment with 70 pct chance of success and 10 trials and 10 out of 10 lawyers is NOT the most likely scenario... given this is a respected quant guy is concerning... I'm a fan btw
@thevoxdeus
@thevoxdeus 6 жыл бұрын
I think your understanding of the problem being solved is not the same as the problem being solved.
@thomastom4232
@thomastom4232 4 ай бұрын
I'm in my 5th year of underperformance
@Milligan777
@Milligan777 5 жыл бұрын
Obviously this isn't Metokur, but if the name is correct, Metokur is probably some distant family member, or a cousin, or nephew or something. That would explain the Minnesota connection as well. Metokur is probably old money, lives on a trust fund, has some degree of education, and might not be a millionaire, but not far. That being said, Metokur just doesn't give a shit and prefers to fuck around on the internet all day. I honestly can't say I blame him.
@chronosxun
@chronosxun 6 жыл бұрын
Imagine the people scratching their heads not knowing who the fuck mister metokur is
@williamkim5016
@williamkim5016 4 жыл бұрын
Principal O’Shaughnessy
@mattsanzen
@mattsanzen 6 жыл бұрын
Jim youve been doxxed
@EricHNelson206
@EricHNelson206 7 жыл бұрын
Are Jim's slides available for download anywhere?
@siafin3805
@siafin3805 7 жыл бұрын
they are available at OSAM blog. osamblog.azurewebsites.net/wp-content/uploads/2017/04/2017-03-21_Talks-at-Google_JimOShaughnessy.pdf
@grosslyoffensivelizard-man3438
@grosslyoffensivelizard-man3438 6 жыл бұрын
Yes, they’re all compiled on his primary channel, Mister Metokur. Glad I could help.
@ravindertalwar553
@ravindertalwar553 Жыл бұрын
I LOVE BEAUTIFUL INDIA AND ALL INDIANS OF SOVEREIGN, SOCIALIST, SECULAR, DEMOCRATIC AND REPUBLIC OF INDIA
@gecalebsmith
@gecalebsmith 6 жыл бұрын
Jim is that you?
@nagisashiota417
@nagisashiota417 6 жыл бұрын
The comments sent my sides into orbit
@Luke-xi2pq
@Luke-xi2pq 3 жыл бұрын
Glad we could help.
@elninogb
@elninogb 7 жыл бұрын
Agree with a lot he said but the response to the last question was weak. The bet started before the big crash so the HFs should have had a great head start from year 2 or 3 onwards. Talking about risk adjusted returns over a 10 year period to justify the dismal performance is clutching at straws imo. Great talk in general though.
@jepayotei8659
@jepayotei8659 7 жыл бұрын
I think a longer and more interactive treatment of that question would have been good too. I was glad someone asked it. The takeaway from Jim's answer though was that the Hedge Fund choice was less volatile, so if you can't afford a large drop and are willing to give up larger returns over time, it may be for you. It does bring into question the whole active management strategy for me because if fees can eat your profit, what chance does a self managed investor have to do out perform the S&P!
@SEANAM
@SEANAM 6 жыл бұрын
Fid The fact that Zero coupon bonds outperform all other asset classes because of the YTM (pull to par value) and no reinvestment choice necessary show how much of an aberration risk/return and pricing of security was during the 2008-2009 period. He did acknowledge the fees, selection of HF instead of FoF, and QEs monetary support for equity market distortion each time there was a correction. The Fed ensure that the long (S&P bullish) strategy was to be the best portfolio and not risk/return measure such as Sharpe's ratio or Sortino's ratio that consider return odd against drawdown (potential losses). Jim answer was complete, candor and very robust.
@thevoxdeus
@thevoxdeus 6 жыл бұрын
Unless investing is your full time job AND you have the chops (IQ and emotional discipline AND significant capital to manage) you shouldn't be actively investing at all, or so said Benjamin Graham. He did add the caveat that you might consider actively investing no more than 10% of your total investment pool (with no rebalancing between active and passive sides) if that's what would keep you engaged, since you would probably fail to match the market, but at least your losses would be fire walled.
@worstthereeverwillbe1223
@worstthereeverwillbe1223 6 жыл бұрын
Even if he uses something to change his voice, his cadence seems off from metokur.Trying to keep an open mind but I don’t think it’s him
@Jim-pq9pm
@Jim-pq9pm 6 жыл бұрын
Don't doubt the Kiwi's.
@Barbaryotaku
@Barbaryotaku 6 жыл бұрын
Sounds like Jim before he took up smoking
@JH-bb8in
@JH-bb8in 4 ай бұрын
What works on Wall St. Charge 2% and 20% while underperforming S&P500
@vrshingh2767
@vrshingh2767 2 жыл бұрын
Principal O,Shaghennsey....
@mindaza0
@mindaza0 7 жыл бұрын
genius
@inyoung84
@inyoung84 7 жыл бұрын
애플판
@jimtwisted1984
@jimtwisted1984 5 жыл бұрын
Cicero was Roman not Greek.
@1456dockbuilder
@1456dockbuilder 6 жыл бұрын
24:21 he really goes into wiping out those degenerate furries .
@valikb
@valikb 4 жыл бұрын
I like the phrase a lot: "Smartphones... are reducing our attention span from quarters to quarter of second" : kzbin.info/www/bejne/rWrbYWyFYsime7s 11:38
@asdgasdf9580
@asdgasdf9580 5 жыл бұрын
Q: What do you call two gay Irish men? A: Patrick Fitzgerald and Gerald Fitzpatrick.
@user-ov5nd1fb7s
@user-ov5nd1fb7s 4 жыл бұрын
Average IQ is 100, not 120.
@rocksownstone9491
@rocksownstone9491 6 жыл бұрын
Damn that silky voice just runs in the fam, huh? The billion dollar fam, not proud of their black sheep haha
@Crystalhertz
@Crystalhertz 6 жыл бұрын
This shit is far more entertaining, when you think that people think this is MisterMetokur
@pudgeypigeon
@pudgeypigeon 6 жыл бұрын
Boomer as fuck there Jim
@youdontseeanoldmanhavinatw4904
@youdontseeanoldmanhavinatw4904 6 жыл бұрын
People actually think this is metokur smh
@prayerforthesick1713
@prayerforthesick1713 4 жыл бұрын
All the bushes in Africa? Do you people ever get tired?
@MrAlexLowen
@MrAlexLowen 4 жыл бұрын
what's the problem with the comment section here?
@sleepless2541
@sleepless2541 2 жыл бұрын
15:42
@billtomson7514
@billtomson7514 6 жыл бұрын
This guy has a narrative ie the base rate narrative.
@CJinsoo
@CJinsoo 3 жыл бұрын
at 7:46 Jim Kramer is clueless
@spacejew400
@spacejew400 6 жыл бұрын
grandpa metokur
@ravisamsung1778
@ravisamsung1778 2 жыл бұрын
Any one from grow channel❤️
@bicflameislindy3090
@bicflameislindy3090 5 жыл бұрын
Games good me bad , you're time is up
@MrAskmannen
@MrAskmannen 6 жыл бұрын
James O' Shaugnessy the Zoomer Groomer
@vvkhari1
@vvkhari1 2 жыл бұрын
Can someone read page 42 and 43 of "THE INTELLIGENT INVESTOR" again? FFS, this guy managed 4 mutual funds, out of which 2 were closed by 2000 as they stanked so badly and 2 others he sold to a new manager and moved on. The passive s & p 500 index walloped his every fund yoy for 5 years straight. The audacity with which he still speaks here and supports active investing perplexes me. Shameless. This man made public loss 175 million usd in 5 years and does not remorse one bit. zero integrity, zero accountability.
@sleepless2541
@sleepless2541 2 жыл бұрын
his funds did outperform the market after the 2000s for a while though, guy just didn't have the discipline to employ his own thesis, im willing to bet big money that buying a group of stocks with relatively low valuation multiples would beat the market over a 50 years time horizon, and also in the book Jason Zweig was criticizing data mining, meanwhile actual accounting ratios reflecting relative valuation isn't data mining at all, what if you're buying stocks beginning with the letter "A"? then yes, that's data mining
The Next Investing Revolution w/ Jim O'Shaughnessy (TIP461)
1:27:30
The Investor's Podcast Network
Рет қаралды 12 М.
Robert Greene | The Laws of Human Nature | Talks at Google
1:23:23
Talks at Google
Рет қаралды 2 МЛН
버블티로 부자 구별하는법4
00:11
진영민yeongmin
Рет қаралды 29 МЛН
ROSÉ & Bruno Mars - APT. (Official Music Video)
02:54
ROSÉ
Рет қаралды 222 МЛН
黑的奸计得逞 #古风
00:24
Black and white double fury
Рет қаралды 29 МЛН
What I’ve Learned From Warren Buffett & Charlie Munger w/ Chris Davis (RWH035)
2:14:18
Fundamentals: Ten Keys to Reality | A Conversation with Nobel Laureate Frank Wilczek
2:03:41
Timeless Investment Wisdom From Working With Charlie Munger | Chris Davis
2:38:01
The Knowledge Project Podcast
Рет қаралды 64 М.
The Great Minds of Investing | William Green | Talks at Google
59:31
Talks at Google
Рет қаралды 185 М.
Trying to Solve the Investment Puzzle | Chuck Akre | Talks at Google
58:11
Stock Research Impacts Financial Health | Mohnish Pabrai | Talks at Google
1:13:04
The World at War (Ralph Raico) - Libertarianism.org
3:06:00
Libertarianism.org
Рет қаралды 322 М.
Wolfram Physics Project Launch
3:50:19
Wolfram
Рет қаралды 1,9 МЛН
Timeless Investing and Life Lessons with Jim O’Shaughnessy
1:09:52
Excess Returns
Рет қаралды 4,4 М.
버블티로 부자 구별하는법4
00:11
진영민yeongmin
Рет қаралды 29 МЛН