Our guest on the podcast today is Jim O’Shaughnessy. Jim founded O’Shaughnessy Asset Management, a quantitative investment management firm in 1993. Franklin Templeton acquired the firm in 2021. Jim is also an author of several books, including Invest Like the Best and What Works on Wall Street. His latest book, Two Thoughts: A Timeless Collection of Infinite Wisdom, is a compilation of quotations from famous artists, writers and thinkers. Jim also hosts his own podcast called Infinite Loops. In addition, Jim is the founder and CEO of O’Shaughnessy Ventures, which provides financial backing and other support to individuals and projects.

Episode Highlights

00:00:00 Building a New Way to Analyze the Stock Market

00:07:18 How Stock Brokers Sold Stories Before Quants

00:12:19 Stock Price vs. Narrative and How Quants Avoid Stock Investing Pitfalls

00:20:05 Long-Term Investing, Bonds, and Keeping Emotions Out of Your Portfolio

00:29:50 Pre-Seed Investments, Finding the Right Founders, and Valuations Today

00:40:08 The Making of Two Thoughts: A Timeless Collection of Infinite Wisdom

00:47:29 Voices on the Infinite Loops Podcast

00:53:12 “Statis is Death” and Lifelong Learning

More From The Long View

Nick Maggiulli: Climbing the Wealth Ladder

Lawrence Lam: ‘The Types of Companies That Attract Me Are Founder-Led and Profitable’

More From Morningstar

How to Determine What a Stock Is Worth

How to Build a Portfolio to Reach Your Financial Goals

5 Ways Emotions Sabotage Your Investment Success

FOMO Can Lead to Lower Returns. Don’t Fall For It

If you have a comment or a guest idea, please email us at [email protected].

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