Infinite Loops - podcast cover

Infinite Loops

Jim O'Shaughnessyinfiniteloopspodcast.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!"

Episodes

Pete Weishaupt – The Golden Age for Creators (EP.28)

In this episode of Infinite Loops we spoke with Pete Weishaupt. Our conversation with Pete covers: Starting an e-commerce business Running cheap experiments How to leverage Twitter Behavioral economics And much more Follow Pete ( https://twitter.com/peteweishaupt ) on Twitter, and read his blog here https://maverickmedia.substack.com/ ....

Dec 24, 202052 minEp. 28

Alex Danco – Shopify, SPACs & Status (EP.27)

In this episode of Infinite Loops we spoke with Alex Danco of Shopify. In this wide-ranging discussion we cover: Alex’s first 6 months at Shopify Social Capital & SPACs How Twitter has changed status networks The rise of e-commerce Can Founders Lie? And much more Follow Alex ( https://twitter.com/Alex_Danco ) on Twitter, and read his blog here http://alexdanco.com/ ....

Dec 17, 20201 hr 14 minEp. 27

Tren Griffin- Escaping Gravity (EP.26)

In this episode of Infinite Loops we spoke with Tren Griffin, Senior Director at Microsoft and author of the popular business and investing blog 25iq . In this wide-ranging discussion we cover: Base rates and ‘escaping gravity’ Living a rewarding life. Entrepreneurship and risk-taking The importance of becoming an ‘Editor’ And much more Follow Tren ( https://twitter.com/trengriffin ) on Twitter, and read his blog here 25iq ....

Dec 03, 20201 hr 16 minEp. 26

Josh Brown & Brian Portnoy – “How I Invest My Money” (EP.25)

In this episode of Infinite Loops we spoke with Josh Brown & Brian Portnoy, authors of the newly released book How I Invest My Money . In this discussion, we cover: How Brian and Josh invest personally. Highlighted stories from some of the 25 contributing authors. The concept of “Funded Contentment” How money can be wielded as a weapon Behavioral biases and money Roasting Jamie… and much more Follow Josh ( https://twitter.com/ReformedBroker ) and Brian ( https://twitter.com/brianportnoy ) on Twi...

Nov 19, 20201 hr 11 minEp. 25

Michael Batnick – The Irrelevant Investor (EP.24)

In this episode of Infinite Loops we spoke with Michael Batnick, Director of Research at Ritholtz Wealth Management. In this conversation, we cover: Michael’s journey to Ritholtz Wealth Management His terrible experiences in the insurance industry Breaking into finance How the Ritholtz Wealth Management business has grown And much more Follow Michael on Twitter at https://twitter.com/michaelbatnick , and find his blog here The Irrelevant Investor ....

Nov 05, 202058 minEp. 24

James Clear – Constructing Habits & Systems (EP.23)

In this episode of Infinite Loops we spoke with James Clear, author of the bestselling book Atomic Habits . In this fascinating discussion, we cover: Maintaining habits amid COVID-19 The importance of time horizons Writing as an antidote to confusion The steps for forming atomic habits And much more Follow James on Twitter at https://twitter.com/JamesClear , and find his book here Atomic Habits ....

Oct 22, 20201 hr 2 minEp. 23

Annie Duke – How to Decide (EP.22)

In this episode of Infinite Loops we spoke with Annie Duke, former professional poker player, decision-making expert, and best-selling author. Her latest book is How to Decide: Simple Tools for Making Better Choices , which was released this week. In this conversation, we cover: COVID-19 and decision-making Resulting and the 2016 election What drove Annie to write her new book Writing as a powerful tool for testing your knowledge And MUCH more. Follow Annie on Twitter at https://twitter.com/Anni...

Oct 15, 20201 hr 21 minEp. 22

Adam Townsend (Pt. 2) – The Sale (EP.21)

In this episode of Infinite Loops we invited Adam Townsend back on to speak exclusively about Sales, and why it is so important. In this conversation, we cover: Extreme salesmanship What you cannot learn from Sales books The sales we don’t even realize we’re making The right and wrong approaches to selling And MUCH more. Follow Adam on Twitter at https://twitter.com/adamscrabble ....

Oct 08, 20201 hr 6 minEp. 21

Brent Beshore – Boring Businesses, COVID-19, and Doing Better (EP.20)

In this episode of Infinite Loops we spoke with Brent Beshore, CEO and Founder of Permanent Equity. In this conversation, we cover: What Brent has learned since making his first deal. How COVID-19 has impacted the businesses in Brent’s portfolios The importance of time horizons The lasting changes from COVID-19 Finding the right partners and teams in business You can follow Brent on Twitter ( https://twitter.com/BrentBeshore ) and learn more about Permanent Equity here ( https://www.permanentequ...

Sep 24, 20201 hr 16 minEp. 20

Ron Howard – The Past, Present and Future of Entertainment (EP.19)

In this episode of Infinite Loops we spoke with legendary actor, documentarian, Co-Founder of Imagine Entertainment, and academy award winning director Ron Howard. In this wide ranging discussion, we cover: The pressure and thrill of directing a Beatles documentary How the movie industry has evolved, and the impact of COVID-19 How documentaries differ from traditional movie making The future of entertainment and how streaming changes things And MUCH more Enjoy!...

Sep 10, 202055 minEp. 19

Phil Pearlman: Westerners Discuss the Tao (“Don't Suck”) (EP.18)

In this episode of Infinite Loops we spoke with Phil Pearlman. We discuss: What Phil has learned from studying the Tao The narratives you tell yourself The most important rule: Don’t suck How marketing & finance has evolved over Phil’s career And MUCH more… Follow Phil on Twitter ( https://twitter.com/ppearlman ) to stay up to date on all of his exciting projects.

Sep 03, 202056 minEp. 18

Tyrone Ross: Giving Back, Empowerment, and Gratitude (EP.17)

In this episode of Infinite Loops we spoke with Tyrone Ross. We discuss: Tyrone’s inspiring journey Empowering youth through financial literacy The power of gratitude Bitcoin and cryptocurrencies And MUCH more… Follow Tyrone on Twitter ( twitter.com/tr401 ) to stay up to date on all of his exciting projects....

Aug 20, 20201 hr 7 minEp. 17

Rory Sutherland: Human Behavior, Innovation, and Alchemy (EP.16)

In this episode of Infinite Loops we spoke with Rory Sutherland, Author of Alchemy: The Dark Art and Curious Science of Creating Magic in Brands, Business, and Life , and Vice-Chairman of Ogilvy Group UK. We discuss: The relationship between marketing and innovation. Human psychology and behavioral economics. The importance of framing. “Stated” preferences and “Revealed” preferences Follow Rory on Twitter ( https://twitter.com/rorysutherland ) and check out his books here ( https://www.amazon.co...

Jul 23, 20201 hr 51 minEp. 16

Bronwyn Williams: Self Sovereignty, Futurism, and The State (EP.15)

In this episode of Infinite Loops we spoke with Bronwyn Williams. We discuss: What being a ‘futurist’ means Accelerating trends as a result of COVID-19 Geopolitics and the African continent Technology and economic development The future of governance Follow Bronwyn on Twitter ( https://twitter.com/bronwynwilliams ) and check out her website here ( https://whatthefuturenow.com/ )...

Jul 09, 20201 hr 6 minEp. 15

Anthony Pompliano: Building a Brand, Moats, and Bitcoin (EP.14)

In this episode of Infinite Loops we spoke with Anthony Pompliano. We discuss: Building a personal brand and business The Bitcoin landscape Moats and innovation The power of Twitter for networking And much more… Follow Pomp on Twitter ( https://twitter.com/APompliano ) and check out his website here ( https://www.youtube.com/c/AnthonyPompliano )...

Jul 02, 20201 hr 17 minEp. 14

Adam Townsend: Wall Street, Policy, and Wealth Generation (EP.13)

In this super episode of Infinite Loops, we spoke with Adam Townsend. We discuss: Adam’s illustrious career on Wall Street Wealth extraction Extreme salesmanship Adam’s COVID-19 blog Chinese foreign and domestic policy And MUCH more… Follow Adam on Twitter ( https://twitter.com/adamscrabble ) and check out his website here ( https://www.adamtownsend.me/ )....

Jun 25, 20201 hr 31 minEp. 13

Chris Sommers - Adventures at Sea (EP.12)

In this episode of Infinite Loops we spoke with Chris Sommers, CEO at Unhedged. We discuss: Sailing the world for 4 years without knowing how to sail Chris’ experience at Greenlight Capital Shorting Lehman’s stock in 2008 And much more… Follow Chris on Twitter ( https://twitter.com/QuisitiveInvest ) and learn more about Unhedged here ( https://www.unhedged.com/ )....

Jun 18, 20201 hr 15 minEp. 12

Eric Jorgenson: The Almanack of Naval Ravikant (EP.11)

In this episode of Infinite Loops we spoke with Eric Jorgenson, Product Strategist at Zaarly, and author of the Almanack of Naval Ravikant . We discuss: Who is Naval Ravikant? The key lessons from Naval’s writing and career What made Eric want to write this book? Wealth, happiness, and leverage And much more… You can follow Eric on Twitter ( https://twitter.com/EricJorgenson ) and learn more about his new book here ( https://www.navalmanack.com/ )....

Jun 04, 20201 hr 11 minEp. 11

Ed Latimore: Lessons from Boxing, Sobriety, and Building Mental Fortitude (EP.10)

In this episode of Infinite Loops we spoke with Ed Latimore, a former professional heavyweight boxer (13-1-1) and full-time author that writes about getting sober, forgiveness, and self-improvement. We discuss: The path to sobriety and lessons learned Ed’s extraordinary boxing career What Ed dubs the ‘manosphere’ The importance of transparency and grit And much more… You can follow Ed on Twitter ( https://twitter.com/edlatimore ), and follow his writing at ( https://edlatimore.com/ )....

May 28, 20201 hr 7 minEp. 10

Christie Hamilton: Institutional Investing, Due Diligence During COVID-19, and Advocacy (EP.09)

In this episode of Infinite Loops we spoke with Christie Hamilton, Head of Investments at the $2 billion Children’s Health Medical Center of Dallas. We discuss: Misconceptions about institutional investing The importance of transparency Due diligence during COVID-19 The traits of a good mentor and mentee And much more… You can follow Christie on Twitter( https://twitter.com/ROIChristie ), and can donate to Children’s Health here ( https://www.childrens.com/get-involved/donate )...

May 21, 202049 minEp. 9

Dan McMurtrie: Pandemic Investing, Venture Capital, and Frontier Markets (EP.08)

In this episode of Infinite Loops we spoke with Dan McMurtrie, Founder & CEO of Tyro Partners, and Partner at Anchorless Bangladesh. In this in-depth discussion, we cover: Disastrous double dates Navigating uncertain markets in a COVID-19 world Succumbing to behavioral biases in volatile times The investment opportunity in frontier markets Companies that Anchorless is working within Bangladesh The future of asset management You can follow Dan on Twitter( https://twitter.com/SuperMugatu ), and le...

May 07, 20201 hr 22 minEp. 8

Chris Arnade: Seeking Respect in Backrow America (EP.07)

In this episode of Infinite Loops, we spoke with Chris Arnade, author of the bestselling book Dignity: Seeking Respect in Backrow America. We discussed: Why Chris left Wall Street to document ‘back row America’. How Wall Street has changed over the years Why Chris’s work triggers certain crowds of people The importance of McDonald's to American communities The lessons he’s learned from traveling around America’s lower-income communities. And more… If you’d like to order Chris’ book, you can find...

May 01, 202047 minEp. 7

Morgan Housel – The Psychology of Money (EP.06)

In this episode of Infinite Loops we spoke with Morgan Housel, a Partner at the Collaborative Fund. Our conversation covered: The content of Morgan’s upcoming book Whether money is the ‘last taboo’ Money as a hierarchal system What shapes the role of money in different societies Investor psychology and self-inflicted problems If you’d like to pre-order Morgan’s book, you can find more information here: https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681...

Apr 23, 202047 minEp. 6

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 Passive ...

Apr 09, 20201 hr 22 minEp. 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, 202049 minEp. 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 strat...

Mar 12, 202053 minEp. 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, 20201 hr 2 minEp. 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, 20191 hr 12 minEp. 1
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