Odd Lots

Patrick O'Shaughnessy on the Next Big Thing in Passive Investing

Sep 6, 2021

Patrick O'Shaughnessy, CEO of OSAM and host of the Invest Like the Best podcast, dives into the future of passive investing. He explains custom indexing, a groundbreaking approach allowing for personalized investment strategies. O'Shaughnessy discusses how this innovation stands apart from traditional indices like the S&P 500 and addresses why it’s gaining traction among major firms. The conversation also touches on the evolving role of cryptocurrencies, emphasizing their potential in modern portfolios while acknowledging their risks and market dynamics.

47:21

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Episode guests

Patrick O'Shaughnessy

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Episode notes

Intro

2min

The Evolution of Passive Investing

11min

Tailoring Investment Strategies Through Custom Indexing and Human Capital

5min

The Rise of Custom Indexing

17min

Innovations in Trading and Cryptocurrency

7min

Beyond Bitcoin: The Reality of Wealth and Business

8min

Exploring the Limitations of Passive Investing and the Rise of Cryptocurrencies

3min

Passive investing is kind of boring. You dump your money in an index fund and that's it. The industry hasn't really seen big innovation since ETFs were invented in the 1990s. Enter custom indexing. Custom indexing allows asset managers to create bespoke indices for their clients. Interest in the space is already booming, with Morgan Stanley, BlackRock and JPMorgan all making acquisitions in the space. But what exactly is the difference between investing in a custom index versus something like the S&P 500? And why haven't custom indices been done before? On this episode we speak with Patrick O'Shaughnessy, CEO of OSAM and the host of the podcast "Invest Like the Best", about direct investing.

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