This week, our “Masters in Business” podcast returns for the 2015 season.
Via Barry Ritholtz
We kick off the year with a special youth edition of MiB. This week, I speak with Patrick O’Shaughnessy, principal at O’Shaughnessy Asset Management, and author of Millennial Money: How Young Investors Can Build a Fortune.
David Einhorn Buys Three New Stocks: These Are The Names And Theses (Q3 Letter)
David Einhorn's Greenlight Capital funds returned 5.9% in the third quarter of 2020, compared to a gain of 8.9% for the S&P 500 in the same period. This year has been particularly challenging for value investors. Growth stocks have surged as value has struggled. For Greenlight, one of Wall Street's most established value-focused investment funds, Read More
O’Shaughnessy discusses that despite the difficulties of the economic environment, youth have tremendous advantages youth in terms of an investment horizon of up to half a century. This allows compounding to take place.
In our conversation, we discuss active versus passive, why investors are their own worst enemies, and what they should — and should not — be doing.
Next week, we speak with bond investor Bill Gross, formerly of Pimco, now at Janus.