
O’Shaughnessy Ventures’ founder and CEO shares his perspectives from a career spanning both public and private markets and his relentless pursuit of knowledge. 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

The Long View: Pat Dorsey - Economic Moats and More

The Long View: Hilary Wiek - Perspective on Private Markets

The Long View: Sara Devereux: Bonds Are Still Ballast

The Long View: Sally Balch Hurme: Getting Your Affairs in Order as You Get Older

The Long View: Cullen Roche - What Is Your Perfect Portfolio?

The Long View: Eric Jacobson - The Entire Face of the Bond Market Has Changed

Why Smart Investors Still Lose Money

Stop Ruining My Perfectly Good Bear Market | TCAF 226

How To Find Trade Ideas In Value-Oriented And Defensive Sectors | Investing with IBD

Jim Roppel: Follow This Prescription To Get More Invested In The Market | IBD