Jim O’Shaughnessy: Investing Lessons From a Lifelong Learner

The Long View

Morningstar

Morningstar, Financial Services, Careers, Investing Leaders, Investors, Jeff Ptak, Investing, Amy Arnott, Business, Christine Benz, Long-term Investing, Influential Investors, Entrepreneurship, Dan Lefkovitz, Finance

4.6 • 915 Ratings

🗓️ 17 February 2026

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

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Summary

O’Shaughnessy Ventures’ founder and CEO shares his perspectives from a career spanning both public and private markets and his relentless pursuit of knowledge.

Transcript

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0:00.0	Please stay tuned for important disclosure information at the conclusion of this episode.
0:05.0	Hi and welcome to the Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
0:12.0	And I'm Ben Johnson, head of client solutions with Morningstar.
0:16.0	Our guest on the podcast today is Jim O'Shaughnessy. Jim founded O'Shaughnessy Asset Management,
0:22.1	a quantitative investment management firm in 1993. Franklin Templeton acquired the firm in 2021.
0:29.6	Jim is also an author of several books, including Invest Like the Best and What Works on Wall Street.
0:35.6	His latest book, Two Thoughts, a timeless collection of infinite wisdom,
0:40.0	is a compilation of quotations from famous artists, writers, and thinkers. Jim also hosts his own
0:45.8	podcast called Infinite Loops. In addition, Jim is the founder and CEO of O'Shaughnessy Ventures,
0:52.4	which provides financial backing and other support to individuals and projects. Jim O'Shaughnessy Ventures, which provides financial backing and other support to individuals
0:55.5	and projects. Jim O'Sanasi, thank you so much for being here on The Longview.
1:00.9	Well, thanks for having me, Christine. We're thrilled to have you here. We want to start with a little
1:05.6	bit of background, Jim. You got interested in the market at a young age. Can you talk about what peaked your interest?
1:13.6	Sure.
1:14.6	My grandfather had been very successful in the oil business in the 20th century, and he did
1:22.6	something that was unusual for the time, which was he gave away about 95% of his own money during his own
1:30.3	lifetime. But the remaining part that he wasn't able to give away was put into a foundation,
1:36.1	which was headquartered in St. Paul, Minnesota, where I grew up. And they, once a quarter,
1:41.6	would have dinners with all my uncles and aunts as they were on the board of the foundation.
1:47.8	And when I was finally old enough, I think I was 16, to get invited to the big table, I was fascinated by my father and my uncle John arguing about a particular stock.
1:58.6	It was IBM.
2:00.1	And they were talking all about the CEO and a bunch of
	...

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