TIP461: The Next Investing Revolution w/ Jim O'Shaughnessy
We Study Billionaires - The Investor’s Podcast Network
Navigating Market Uncertainty
This chapter explores the importance of a probabilistic mindset in investing amid potential long-term market volatility. It discusses the evolving role of Bitcoin, the utility of a sophisticated Bitcoin Calculator for modeling investment scenarios, and critiques traditional financial metrics like GDP in evaluating modern business success.
IN THIS EPISODE, YOU’LL LEARN:
- 02:00 - The 4 horsemen of the investing apocalypse, according to Jim.
- 12:01 - How and why certain factors change over time.
- 18:27 - The best approach to using discounted cash flow models.
- 26:32 - Whether or not GDP and therefore Market Cap to GDP ratios are still relevant value indicators.
- 59:30 - How Jim built OSAM and why he decided to ultimately sell.
- 1:07:54 - What Jim learned from his highly successful and philanthropic grandfather.
- And a whole lot more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- OSAM Website.
- Infinite Loops Podcast.
- OSAM Research.
- What Works On Wall Street Book.
- Why Do Individuals Exhibit Investing Biases Study.
- Trey Lockerbie Twitter.
- Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
- Check out our favorite Apps and Services.
- New to the show? Check out our We Study Billionaires Starter Packs.
SPONSORS
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