Infinite Loops

Jim O'Shaughnessy•infiniteloopspodcast.com

Every Thursday, join Jim O'Shaughnessy and his favorite people as they arm you with the tools & fresh perspectives required to upgrade your HumanOS and thrive in our messy, probabilistic world. Visit our Substack at newsletter.osv.llc for full transcripts, highlights, weekly doses of timeless wisdom, and a bounty of other goodies designed to make you go, "Hmm that’s interesting!"

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Episodes

Michael Green: Evolving Market Structures and COVID-19 (EP.05)

In this episode of Infinite Loops we spoke with Michael Green, Partner & Chief Strategist at Logica Capital Advisers. In a wide-ranging discussion that could have lasted the rest of the day, we covered: The passive narrative, and its impact on market structure. Vanguard and Blackrock’s lobbying efforts. Target Date Funds and their increasing dominance. COVID-19 and the government’s response. The power of language. Michael’s recent paper: Policy in a World of Pandemics, Social Media, and Pass...

Apr 09, 2020•1 hr 22 min•Ep. 5

Liz Hall - An Outsider’s Perspective (EP.04)

Our guest this week is Liz Hall, an investor who burst onto Financial Twitter with a hundred tweet thread on her ‘hot takes’ in finance. In this episode, we discuss: Her unique background and introduction to investing. The power of narrative and emotion in investing. The importance of dispassionate analysis. Capital allocation. And much more. You can find Liz’s super thread here: https://twitter.com/LAForeverHall/status/1205981236960714754?s=20...

Mar 26, 2020•49 min•Ep. 4

Madelaine D’Angelo - Quantifying the Art Market (EP.03)

Our guest this week is Madelaine D’Angelo, Co-founder and CEO of Arthena, the first quantitative investment firm for art assets. The firm uses hundreds of thousands of data points to identify the factors (artist, year of creation, gallery displays, etc.) that are predictive of future returns. In this wide-ranging conversation, Jim, Jamie, and Madelaine discuss: Value & Momentum factors in the art market. Arthena’s models. The problems with repeat sales data. Portfolio construction and exit s...

Mar 12, 2020•53 min•Ep. 3

Jim Chanos – Financial Frauds and Manias: Past, Present, Future (EP.02)

Our guest this week is renowned short-seller Jim Chanos, founder, and president of Kynikos Associates. Over the course of his long and successful career, Jim has publicly bet against companies like Enron, which Barron’s deemed the “market call of the decade, if not the past 50 years.” While many know him for these famous shorts, fewer know that Jim is also a passionate historian, and is a firm believer in the notion that history can act as a useful guide for investors today. In this wide-ranging...

Feb 27, 2020•1 hr 2 min•Ep. 2

Behind the Curtains: Ramp Capital and Super Mugatu (EP.01)

In this episode, we sit down with two of the most prominent anonymous accounts on Financial Twitter, Ramp Capital and Super Mugatu . Enjoy this wide ranging conversation, and peak behind the curtain of anonymous Twitter.

Nov 25, 2019•1 hr 12 min•Ep. 1

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