Millennial Investing - The Investor’s Podcast Network

MI340: The Art of Studying Markets w/ Shawn O’Malley and Matthew Gutierrez

Apr 1, 2024

01:02:42

Snipd AI

Two financial newsletter creators, Shawn O'Malley and Matthew Gutierrez, discuss their career beginnings, influential books, Nassim Taleb's portfolio, and their investment heroes. They explore privacy protection, AI stock research, real estate investments, role models, ownership risks, lessons in investing, and crafting engaging newsletters.

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Quick takeaways

Focusing on eliminating negative elements can significantly improve outcomes in various areas of life.

Learning from recommended books by experts like Nassim Taleb can influence investing perspectives, emphasizing anti-fragility.

Balancing passive and active investing while avoiding specific sectors can lead to a successful investment strategy.

Deep dives

Practicing Via Negativa in Investing

Via negativa suggests focusing on what to avoid instead of adding more. It emphasizes removing negative elements to improve outcomes significantly. For instance, cutting out unhealthy habits before trying to run a marathon can lead to significant health improvements.

Challenging Biases and Contrarian Thinking

01:27

Positive Influences in Financial Learning

01:33

Introduction

2min

Journey to Financial Markets Passion and Investment Strategies

17min

Sticking to Investment Strategies and Learning from Investment Heroes

3min

Privacy Protection, AI Stock Research, and Real Estate Investments Promotion

3min

Influence of Role Models on Investments

14min

Exploring Ownership Risks and Sponsors' Services

2min

Lessons in Investing and Personal Growth: Joining a Financial Platform

4min

Crafting a Compelling Financial Market Newsletter

21min

In this today’s episode, Patrick Donley (@JPatrickDonley) sits down with our very own Shawn O’Malley and Matthew Gutierrez who are the main drivers of our financial newsletter, We Study Markets. You’ll learn what it’s been like creating and writing for We Study Markets, who their biggest influences have been, how they structure their own portfolios, what an average day is like for a newsletter writer, and what future plans they have to offer more value to our readers.

Shawn O’Malley is the Chief Editor for WSM and has been working on the newsletter since the very first edition in July of 2022. He graduated magna cum laude from Elon University where he studied finance and entrepreneurship. He’s an integral part of the TIP team and has grown the newsletter to over 30,000 readers.

Matthew Gutierrez is a writer and editor that has reported for The New York Times, The Wall Street Journal, and The Washington Post. He graduated from Syracuse University with degrees in journalism and finance. He has also been critical to the success of the newsletter and has read widely and broadly as he hones the craft of writing.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

03:09 - How both Shawn and Matthew got interested in the financial markets.

05:52 - What their first career steps out of college were.

08:32 - What books made the biggest impact on them.

12:09 - How Nassim Taleb’s anti-fragile portfolio is structured.

16:10 - Which investors they admire the most and try to emulate.

18:56 - Why it’s important to stick with an investment strategy during the downturns.

27:30 - What money moves they would encourage beginning investors to make.

29:02 - How Shawn and Matthew invest their own money.

35:23 - What is via negativa and how can you apply it.

44:10 - What it has been like to work at The Investor’s Podcast Network.

50:46 - What it has been like building and growing a newsletter.

51:35 - What a day is like as a newsletter writer.

53:18 - How the newsletter has changed over time.

63:20 - What is We Study Markets Pro and how it can help you.

*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 Kyle and the other community members.
Recommended book: Incerto by Nicholas Nassim Taleb.
Recommended book: The Psychology of Money by Morgan Housel.
Recommended book: Same as Ever by Morgan Housel.
Recommended book: The Joys of Compounding by Gautam Baid.
Recommended book: The Snowball by Alice Schroeder.
Recommended book: Wherever You Go, There You Are by Jon Kabat-Zinn.
Check out: MI306: Almanacks and Anthologies w/ Eric Jorgensen | YouTube video.
Recommended book: The Almanak of Naval Ravikant by Eric Jorgensen.
Recommended book: The Little Book That Beats the Market by Joel Greenblatt.
Recommended book: The Warren Buffett Way by Robert Hagstrom.
Check out the books mentioned in the podcast here.
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Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
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SPONSORS

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Connect with Patrick: Twitter

Connect with Shawn: Website | Twitter

Connect with Matthew: Website | Email

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