Jim O'Shaughnessy

In this engaging discussion, guest Jim O'Shaughnessy, a former quantitative asset manager and founder of O'Shaughnessy Ventures, shares insights on avoiding major investment mistakes. He delves into the emotional biases that cloud decision-making and the role of journaling in investment strategies. Jim challenges conventional stock and bond approaches, advocating for a diversified and rational mindset. He also highlights investment opportunities in Africa and underscores the importance of long-term evaluations over short-term metrics in achieving financial success.

Jim O'Shaughnessy, Founder and CEO of O'Shaughnessy Ventures LLC, shares insights from his journey in finance and entrepreneurship. He discusses the impact of the financial crisis on his investment philosophy, emotional decision-making in finance, and the significance of clear communication in earnings calls. O'Shaughnessy also explores the enduring charm of physical books in a digital age, the evolution of investment tools like Canvas, and the role of AI in enhancing creativity across sectors.

Jim O'Shaughnessy, an investing expert, discusses the evolution from manual to quantitative investing, success stories from OSAM, values-based investing, challenges in financial modeling, the AI revolution in filmmaking, and empowering global geniuses through fellowship programs. He explores the transformative potential of AI, the importance of data quality, and the human element in quantitative decision making.

Jim O'Shaughnessy, a Wall Street legend and founder of O’Shaughnessy Asset Management, shares his wealth of investing wisdom. He discusses the timeless principles that bridge traditional and crypto investing, stressing how investor psychology shapes market narratives. Listeners will learn about the evolution of investment strategies since the 1970s, the importance of critical thinking in a volatile market, and methods to navigate cognitive biases. With practical tips on long-term strategies, Jim emphasizes the value of data-driven decisions in crypto investing.

Jim O'Shaughnessy, a renowned investor and founder of O'Shaughnessy Ventures, dives into creativity and trust in today’s complex world. He shares personal anecdotes about overcoming challenges and how childhood experiences shaped his financial passions. The conversation touches on the 'crisis personality' and the resilience that emerges from tumultuous times. Jim also examines the impact of technology on human agency and social interactions, questioning how trust evolves in our rapidly changing society. His insights inspire curiosity, collaboration, and reflection.

Explore the benefits of quantitative investing over emotional decision-making in the market. Learn about strategies like buying undervalued stocks with positive price momentum and combining value factors with price momentum for successful outcomes. Discover how quality-screened micro cap stocks can mimic the returns of private equity. Understand the importance of a systematic and disciplined approach in investing to navigate emotional investment decisions.

Jim O'Shaughnessy, investor and Wall Street legend, discusses AI in the stock market, the impact of speculation as entertainment, self-control in the face of technological advancements, guiding children in the digital world, paying attention to data and trends, and European financials influence on the dollar.

Dave Chilton is a Canadian author, investor, and a venture capitalist who has appeared on television in the Canadian version of Dragons’ Den. In 1989, he released his book ”The Wealthy Barber” which went on to sell an astonishing two million copies in Canada. You can follow Dave on Twitter at https://twitter.com/wealthy_barber and buy his book at https://www.amazon.com/THE-WEALTHY-BARBER/dp/B000SAI072 Show Notes: How Dave met Jim Signs of curiosity “The Wealthy Barber” TV show Twitter as a global intelligence network Capital Camp and Rethinking Private Equity Getting good at taking criticism Dave’s approach to writing “The Wealthy Barber” The decline in business travel Starting new businesses at 60 Helping out authors with book publishing “The Chilton Method” web-series Power laws in podcasting Inviting Jim’s kids to Infinite Loops How to react if your passport gets pickpocketed Living in the moment Building a healthy relationship with your kids The natural love for trivia Collecting art Anecdotal info in the world of big data Still using a Blackberry Books Mentioned: The Wealthy Barber; by Dave Chilton What Works on Wall Street; by Jim O'Shaughnessy Invest Like the Best; by Jim O'Shaughnessy Psychology of Money; by Morgan Housel The Immortality Key; by Brian Muraresku

Support this podcast at: https://www.buymeacoffee.com/arjunkhemaniJim O’Shaughnessy is the founder and CEO of O’Shaughnessy Ventures LLC. He also serves as the executive chair of the board of directors at Stability AI and is the host of the Infinite Loops podcast.TIMESTAMPS0:27 - The future of AI and Jim’s investment in Stability AI 4:51 - The Beginning of Infinity and the ideas of David Deutsch12:32 - The perils of labeling things and the illusion of certainty17:35 - Thinking probabilistically vs. deterministically23:14 - The education system and Synthesis School29:38 - $100,000 OSV fellowships35:43 - The Great Reshuffle and the movie industry51:09 - We have more natural resources today than we did in the past56:46 - Does Jim want to live forever?1:02:08 - Final remarksJIM’S LINKS* Twitter: https://twitter.com/jposhaughnessy* O’Shaughnessy Ventures LLC: https://www.osv.llcARJUN'S LINKS* Twitter: https://twitter.com/arjunkhemani* Blog: https://arjunkhemani.com* Buy Me A Coffee: https://buymeacoffee.com/arjunkhemani This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.arjunkhemani.com

Jim O'Shaughnessy, an investor and the founder of O'Shaughnessy Asset Management, discusses the dramatic shifts in our workforce landscape. He shares insights on the 'Great Reshuffle' and how digital skills are overtaking traditional roles. Jim argues that the pandemic has leveled the playing field for global talent while highlighting the dangers of grade inflation in universities. He humorously reflects on historical figures like Isaac Newton and emphasizes the importance of personal branding and resilience in adapting to these changes.