TIP461: The Next Investing Revolution w/ Jim O'Shaughnessy
We Study Billionaires - The Investor’s Podcast Network
The Evolution of Asset Management Innovations
This chapter explores the evolution of asset management, highlighting innovations like indexing, ETFs, and custom indexing. It reflects on initial skepticism faced by pioneers and discusses the future of investment tools and strategic partnerships aimed at enhancing investor experiences.
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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