TIP 063 : Quant Investing with Patrick O'Shaughnessy (Business Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Investing, Education, Business

4.6 • 3.6K Ratings

🗓️ 6 December 2015

⏱️ 69 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN: Why you shouldn’t be worried about companies that uses leverage to buy back shares If excess stock returns found through back testing can be expected to continue in the future Why a back testing strategy is more profitable when combined with a basic strategy Why the optimal stock portfolio might be a combination of momentum and value stocks Why buying Amazon stocks is the same as buying lottery tickets Ask the Investors: How should I position my portfolio if the FED hikes rates? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Patrick O’Shaughnessy’s book, Millennial Money – Read reviews of this book. Billionaire Mark Cuban’s blog post about Share Buybacks. Toby Carlisle’s Book, Deep Value – Read reviews of this book. Toby Carlisle’s Book, Quantitative Value – Read reviews of this book. Stig’s Blog on Momentum Investing. Paul Graham’s book, Hackers and Painters – Read reviews of this book. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. 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. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. 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Transcript

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0:00.0	We study billionaires and this is episode 63 of the Investors Podcast.
0:06.0	Broadcasting from Bel Air, Maryland. This is the Investors Podcast.
0:14.0	They'll read the books and summarize the lessons. They'll test the waters and tell you what it's called.
0:19.0	They'll give you actionable investing strategies.
0:23.0	Your host Preston Pish and St. Broderson.
0:29.0	Hey, how's everybody doing out there? This is Preston Pish and I'm your host for the Investors Podcast.
0:33.0	And as usual, I'm accompanied by my co-host St. Broderson, out in Denmark.
0:38.0	Today we've got a great guest for you. Actually, we've got two guests on the show.
0:42.0	A lot of people know one of the guests who we have a lot of the time and that is Toby Carlau.
0:47.0	And he's the author of Deep Value and Quantitative Value. He's joining us today.
0:51.0	And the reason we invited Toby on the show is because we're talking about this field of study that everyone loves,
0:56.0	which is Quant Value Investing.
0:59.0	One of the leading experts in the field is obviously Toby, but also the other leading expert in this field is Patrick O'Shanasi.
1:06.0	If you guys remember, I think it was maybe two, three episodes ago.
1:10.0	We had James O'Shanasi on the show and James was talking very briefly about his son Patrick.
1:16.0	And so that's who we have on the show with us. So we are thrilled to have Patrick here.
1:21.0	And Patrick comes with just a wealth of information. He is truly one of the experts in this field.
1:27.0	He's written the book Millennial Money on how young investors can build a fortune.
1:31.0	He's also the founder of this website called the investorsfieldguide.com where he posts all this free content where he talks about Quant Investing and a multitude of other topics.
1:41.0	And on top of that, Patrick is also a portfolio manager at O'Shanasi Asset Management.
1:46.0	So with all that said, Patrick, we really want to welcome you to the show.
1:50.0	Thank you so much for taking time out of your day to talk with us and to help enlighten our audience with some of the ideas that you're going to share.
	...

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