An Unexpected Drop-In From Patrick O’Shaughnessy by Meb Faber
Guest: Patrick O’Shaughnessy of O’Shaughnessy Asset Management, a $5B+ asset management group. Patrick is also an author, having written the book Millennial Money while frequently posting on his blog, “The Investor’s Field Guide.”
Topics: Meb and Patrick cover lots of ground in this fun episode. They discuss stocks not to own right now, Meb’s worst market loss of all time, and Patrick’s career advice in response to listener Q&A. They then get a laugh reading aloud the worst book reviews that each has received on their respective investing books (posted anonymously on Amazon). There’s far more, including discussion on stock buybacks, roboadvisors, value versus growth investing, some microbrew tasting, and even how Meb once cheated his own grandmother.
Episode Sponsor: TheIdeaFarm.com
Links from the Episode:
- Patrick O’Shaughnessy of O’Shaughnessy Asset Management and The Investor’s Field Guide
- Millennial Money – Patrick O’Shaughnessy
- Favstar
- “Alpha or Assets” – Patrick O’Shaughnessy
- “Stocks You Shouldn’t Own” – Patrick O’Shaughnessy
- “The Problem with Market Neutral (And an Answer)” – Meb Faber
- “Capitalism Distribution” – Eric Crittenden Longboard
- “Stock Ownership by Age Group” – Patrick O’Shaughnessy
- “How Can Smart Beta Go Horribly Wrong” – Rob Arnott
- “The Siren Song of Factor Timing aka ‘Smart Beta Timing’ aka ‘Style Timing’” – Cliff Asness
- “Valuation of High Dividend Yielders” – OSAM
- “High Conviction Buybacks” – OSAM
- The Outsiders: Eight Unconventional CEOs and their Radically Rational Blueprint to Success – William N. Thorndike
- “Institutional Investors Are Delusional”– Meb Faber
- Dataclysm – Christian Rudder
- Tatiana’s Sex Advice to All Creation: The Definitive Guide to the Evolutionary Biology of Sex – Olivia Judson
- Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism – Jeff Gramm
- Shadow Divers: The True Adventure of Two Americans Who Risked Everything to Solve One of the Last Mysteries of World War II – Robert Kurson
Running Segment: “Things I find beautiful, useful or downright magical”:
- Gransfors American Felling Axe – Patrick
- unclaimed.org – Meb
See the transcript here.