TIP461: The Next Investing Revolution w/ Jim O'Shaughnessy

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

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 1 July 2022

⏱️ 74 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN: 02:00 - The 4 horsemen of the investing apocalypse, according to Jim. 12:01 - How and why certain factors change over time. 18:27 - The best approach to using discounted cash flow models. 26:32 - Whether or not GDP and therefore Market Cap to GDP ratios are still relevant value indicators. 59:30 - How Jim built OSAM and why he decided to ultimately sell. 1:07:54 - What Jim learned from his highly successful and philanthropic grandfather. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. OSAM Website. Infinite Loops Podcast. OSAM Research. What Works On Wall Street Book. Why Do Individuals Exhibit Investing Biases Study. Trey Lockerbie Twitter. Our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Check out our favorite Apps and Services. New to the show? Check out our We Study Billionaires Starter Packs. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Human Rights Foundation Unchained Vanta Shopify Onramp 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 Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TI-P.
0:03.1	My guest today is investing pioneer and quant legend Jim O'Shaughnessy.
0:08.0	Jim is the author of multiple books most notably the popular classic What Works on Wall Street.
0:13.2	Jim has also put out research papers predicting the bursting of the tech bubble as well as
0:17.3	the bottom of the 2009 bear market.
0:19.8	Jim holds multiple patents for his investing strategies that he implements as CIO of O'Shaughnessy
0:24.8	asset management or OSAAM for short, which recently was sold to Franklin Templeton.
0:29.9	Jim also hosts his own podcast called Infinite Loops, which I highly recommend.
0:34.0	In this episode, you will learn about what Jim calls the four horsemen of the investing
0:37.4	apocalypse.
0:38.7	How and why certain factors change over time?
0:41.4	The best approach to using discounted cash flow models, whether or not GDP and therefore
0:45.9	market to GDP ratios are still relevant value indicators, how Jim built OSAAM and why
0:51.5	he decided to ultimately sell, what Jim learned from his highly successful and philanthropic
0:55.9	grandfather and a whole lot more.
0:57.7	Jim brings an amazing balance of wisdom and humor to this discussion.
1:01.4	I hope you enjoyed as much as I did, so without further ado, here is my wide-ranging conversation
1:06.2	with Jim O'Shaughnessy.
1:08.4	You are listening to the Investors Podcast where we study the financial markets and read
1:16.8	the books that influence self-made billionaires the most.
1:20.0	We keep you informed and prepared for the unexpected.
1:31.8	Welcome to the Investors Podcast.
	...

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