In this episode, Doug and Greg talk with Jamie Catherwood, Client Portfolio Associate at O’Shaughnessy Asset Management. Jamie has a deep fascination with and expertise in finance history. Throughout the years, he’s shared finance content that goes in-depth to help investors make better and more evidence-based financial decisions.

Jamie talks with Doug and Greg about the importance of financial history in strategizing portfolios, and insights on innovation entering deep value territory.

Key Takeaways

Quotes

[33:27] - “I think that the government has some role in markets, but obviously too much of a presence can kind of stifle innovation. Too much regulation can hurt markets, but I think there definitely needs to be some level of regulation because otherwise, frauds would be able to persist with kind of no threat from anyone stepping in.” - Jamie Catherwood

[39:52] - “Once you read enough about financial history and you kind of see all these crazy bubbles, it kind of gives you more perspective and makes you step back and say, ‘Is this going to be one of those? And it makes it easier to not get swept up in the next hot thing.” - Jamie Catherwood

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Disclosure

The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.