Jim o'shaughnessy, jamie catherwood and Liz hall are the guests on this week's Fintwit podcast. The goal is to learn how we can reset our thinking on issues that hopefully leaves us with a better understanding as to why we think the way we do. With each episode, we hope to bring you along with us as we learn together. Now, please enjoy this episode of infinite loops.
Our guest this week is Liz Hall, an investor who burst onto Financial Twitter with a hundred tweet thread on her ‘hot takes’ in finance. In this episode, we discuss:
- Her unique background and introduction to investing.
- The power of narrative and emotion in investing.
- The importance of dispassionate analysis.
- Capital allocation.
And much more. You can find Liz’s super thread here: https://twitter.com/LAForeverHall/status/1205981236960714754?s=20