The Next Investing Revolution w/ Jim O'Shaughnessy (TIP461)

My guest today is investing pioneer and quant legend, Jim O’Shaughnessy. Jim is the author of multiple books, most notably the popular classic “What Works on Wall Street.” Jim has also put out multiple sentient research papers predicting the bursting of the tech bubble as well as the bottom of the 2009 bear market. Jim holds multiple patents for his investing strategies that he implements as CIO of O’Shaughnessy Asset Management or OSAM for short, which was recently sold to Franklin Templeton. Jim also hosts his own podcast called Infinite Loops.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:01:15 - The 4 horsemen of the investing apocalypse, according to Jim
00:12:41 - How and why certain factors change over time
00:20:18 - The best approach to using discounted cash flow models
00:25:46 - Whether or not GDP and therefore Market Cap to GDP ratios are still relevant value indicators
01:07:02 - How Jim built OSAM and why he decided to ultimately sell
01:17:21 - What Jim learned from his highly successful and philanthropic grandfather
Jim brings an amazing balance of wisdom and humor to this discussion. I hope it as much as I did, so without further ado, here is my wide ranging conversation with Jim O’Shaughnessy.
☕ Get the freshest roasted and ethically sourced beans from America’s best local roasters with Trade Coffee. Plus, a total of $30 off your first order and free shipping - that’s more than 40 cups of coffee for free! To get started, take the quiz at drinktrade.com/TIP, and start the journey to your perfect cup.
✔️ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: link.chtbl.com/WSB461
🖊️ Access our free show notes and transcript here: www.theinvestorspodcast.com/e...
📖 BOOKS MENTIONED:
- What Works On Wall Street by James O’Shaughnessy: amzn.to/3OEDny4
Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀
💡 OTHER RESOURCES
- OSAM Website: osam.com/
- Infinite Loops Podcast: www.infiniteloopspodcast.com/
- Connect with Trey: / treylockerbie
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
LISTEN 🎧 TO OTHER SHOWS FROM OUR NETWORK:
₿ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: • ⚡️ Bitcoin Fundamentals 🔑
📚Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: • 💰 We Study Billionaires 🥇
🏘 Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: • 🏠 Real Estate 101 💵
💸Get introduced to the world of investing with our Millennial Investing podcast show: • 💸 Millennial Investing 🎯
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
FOLLOW US ON SOCIAL MEDIA📱:
💻 Facebook: / theinvestorspodcast
👔 Linkedin: / the-investor's-podcast
🐦 Twitter: / tip_network
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
📥 Download Stig & Preston's 1-page checklist for finding great stock picks: www.theinvestorspodcast.com/f...
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.

[@TheInvestorsPodcastNetwork]

On We Study Billionaires, I chat with the legendary Jim O’Shaughnessy. We discuss a wide variety of topics like how he built OSAM & why he decided to ultimately sell and a whole lot more! What are your thoughts on our conversation?💭 - Trey IMPORTANT: Please beware of cyber scams & phishing attacks. We have received reports of fake accounts claiming to be affiliated with The Investor's Podcast Network or posing as one of our hosts. Please help us report those suspicious accounts. We will never reach out to you for any business or investment opportunity. Stay vigilant!

[@holysayingsofrobin4055]

Thank you for the insight, Jim. I'm very happy to hear that you're doing good, champ. Glad you could help.

[@susymay7831]

Nice timestamps! 👍

[@rocking1313]

Great insights from Jim - look for quants who don't override their models when the sh*t hits the f*n ? Does Jim's book talk more about "saturated intuition" ? Look forward to an IPN episode on Custom Indexing!

[@george6977]

👍Worth listening to again.

[@M3W3]

The last part was gold, tks for the great content as usual

[@TheInvestorsPodcastNetwork]

Thank you, Chris!

[@susymay7831]

What do you think of Price-to-Sales, and EV- to- Revenue?

[@Conky769]

Great guest. Always a comedy show with Jim.

[@TheInvestorsPodcastNetwork]

Thanks for tuning in!

[@highestranked]

Good one!

[@TheInvestorsPodcastNetwork]

Thank you! Cheers!

[@philfortner1805]

How would you handle a 30% loss of your portfolio and then your investment advisor buys a yacht? The yacht is blue and shiny and is launched by Lamborghini.

[@sebfox2194]

Sam Bankman Fried will be the Warren Buffett of 2039.

[@swagsurfing5121]

^^^ 😂😂😂🤣

[@holysayingsofrobin4055]

.......Ha! Yeah, no. "The Bankman" is currently in a dog kennel getting his tits eaten by rats.

[@george6977]

Is that when he gets out of prison?