Capital Allocators – Inside the Institutional Investment Industry Ted with Patrick O'Shaughnessy – Lessons from the World’s Elite Money Managers (Capital Allocators, EP.184)
Mar 22, 2021
In a captivating chat with Patrick O’Shaughnessy, a renowned podcaster and author, the conversation dives into the essence of investing and leadership. They reflect on the evolution of the podcast and the storytelling skills that enhance interviewing. The discussion spans navigating contemporary investment complexities, the role of technology in asset allocation, and the journey of writing a second book. Touching on aspirations to engage investment legends and the importance of parental sacrifice, this conversation is both insightful and heartfelt.
AI Snips
Chapters
Books
Transcript
Episode notes
Focused Interviewing
- Clarify each interview's purpose, focusing on specific goals like fact-finding or process deep dives.
- Avoid merging different interview objectives; separate them for better information gathering.
Interview Preparation and Setup
- Prepare thoroughly before manager interviews, reading all available materials.
- Create a comfortable, non-confrontational setting to encourage open communication.
Non-Evaluative Interviewing
- Podcast interviews are non-evaluative, fostering a learning environment.
- This approach can reveal more insights than traditional manager interviews.
