Jim o'shaughnessy and jamie cathret host a podcast called infinite loops. 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 think, and how we might be able to change that. 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 Madelaine D’Angelo, Co-founder and CEO of Arthena, the first quantitative investment firm for art assets. The firm uses hundreds of thousands of data points to identify the factors (artist, year of creation, gallery displays, etc.) that are predictive of future returns. In this wide-ranging conversation, Jim, Jamie, and Madelaine discuss:
- Value & Momentum factors in the art market.
- Arthena’s models.
- The problems with repeat sales data.
- Portfolio construction and exit strategy.
- The nuances of investing in art assets.
- Biggest misconceptions about art investing.
For more information, check out https://arthena.com/ .