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

1:08:10
 
Share
 

Manage episode 333071147 series 1394353
By Stig Brodersen and The Investor's Podcast Network. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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:

  • 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.
  • Support your hardworking team in one intuitive platform by using Gusto, an all-in-one payroll, HR, team management tools and more. Go to gusto.com/wsb for your first three months free.
  • Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today.
  • Find Pros & Fair Pricing for Any Home Project for Free with Angi.
  • Personalize your plans in improving your metabolism, reducing stress, improving sleep, and omptimizing your health with InsideTracker. Use discount code TIP to get 20% off the entire InsideTracker store.
  • Try out Rhoback’s performance polos, q-zips, or hoodies and bring a new meaning to the word comfortable. Use the code STUDY and get 20% off your first order.
  • Break into the multifamily investing space or level up your investing game. Learn these at the Multifamily Investor Nation Convention. Visit mfincon.com for details and tickets. Use promo code TIP to get $200 off your tickets.
  • Depend on RBC Wealth Management’s investment expertise to build a plan that helps you strengthen your financial security no matter where you are in life.
  • Connect all your apps, automate routine tasks, and streamline your processes with Zapier.
  • Gain the skills you need to move your career a level up when you enroll in a Swinburne Online Business Degree. Search Swinburne Online today.
  • Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.
  • Get a FREE Wealth Protection Kit and learn how thousands are protecting their retirement savings and adding $10,000 (or more) in free Silver with Goldco.
  • Get 50% off Remote’s full suite of global employment solutions for your first employee for three months. Just visit remote.com and use promo code WSB.
  • Meet every business challenge -- from point of sale to eCommerce, staff management, business operations, costumer solutions, and so much more by using Square’s customized and connected tools.
  • Take the next step in your working-life or get ready for a change, by being a Snooze franchise partner. To learn more, head to Snooze.com.au and scroll down the page for “franchising”.
  • Check out our favorite Apps and Services.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.

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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

596 episodes