Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6)

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 12 August 2022

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s episode features Ehren Stanhope reading his piece, The Great Inflation, Factors, and Stock Returns. Ehren is a Principal and Client Portfolio Manager at O’Shaughnessy Asset Management, where he is Responsible for positioning OSAM’s investment capabilities within the context of client needs and the current market environment to key clients throughout the United States. The Best Investment Writing series features top research pieces that we’ve shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week. Check out the past series of The Best Investment Writing below: Volume 5 Volume 4 Volume 3 Volume 2 Volume 1 ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by Stream by AlphaSense. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls. With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it's no wonder the world's leading financial firms choose Stream. Sponsor dollars for the entire Best Investment Writing series are being donated to the charity of the guest’s choice. Today’s sponsor dollars are being donated to St. Jude Children's Research Hospital on behalf of Ehren Stanhope. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome podcast friends. We're back with volume six of the best investment rioting
0:12.2	series each year our team carefully sorts
0:15.0	through tons of research and investment letters from some of the most
0:18.2	respected money managers and investment researches from all over the world to
0:22.3	pick the best of the best to share with you.
0:24.4	We offer the authors of those pieces the chance to record an audio version as a segment of the
0:29.2	podcast. Past participants included the likes of Cam Harvey, Larry Sweedro, and Rob or not.
0:35.0	Enough for me. Let's get to our guests and let them take over this special episode.
0:40.0	Hi, this is Aaron Stan Hope. I'm a principal at O'Shaughnessy Asset Management.
0:47.0	O'Shaughnessy, or O'SAM, as we like to call it, is a quantitative equity shop.
0:52.0	We manage about $8 billion in client assets.
0:56.7	And most prominently known for our founder's original research
1:01.5	published in what works on Wall Street, but more recently for the launch of our
1:05.9	custom indexing platform named canvas where allocators can design investment strategies for their clients.
1:14.0	Before I get to the piece, I would definitely like to say
1:18.0	thank you to stream by Alpha Sense for sponsoring today's episode. Don't worry that money is going to be donated. All good here.
1:27.2	Now let's get into the episode. I'm going to read a piece titled The Great Inflation Factors and Stock Returns that I wrote in October of 2021.
1:38.0	It's been interesting since then there have been a lot of changes that I think have not altered the conclusions of the paper, but some more
1:45.8	dynamic, specifically the Russia-Ukraine dynamic, which has altered the course of inflation since
1:51.6	this piece has come out,
1:53.0	but I still think it's a really great foundational piece
1:56.0	for understanding the most recent episode
	...

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