10 avsnitt

Hosted by Jim O’Shaughnessy, author and legendary investor (Forbes.com), the goal of the What Works on Wall Street podcast is to make the sometimes arcane-sounding language of the investment world more simple and approachable for our listeners. In each episode, Jim talks openly with professional investors (portfolio managers, analysts, researchers, authors) who are willing to share what they’ve learned with you. Learn more and stay up-to-date at osam.com/podcast

What Works on Wall Street Podcast Jim O'Shaughnessy

    • Investering

Hosted by Jim O’Shaughnessy, author and legendary investor (Forbes.com), the goal of the What Works on Wall Street podcast is to make the sometimes arcane-sounding language of the investment world more simple and approachable for our listeners. In each episode, Jim talks openly with professional investors (portfolio managers, analysts, researchers, authors) who are willing to share what they’ve learned with you. Learn more and stay up-to-date at osam.com/podcast

    The Factor Archives: Shareholder Yield (EP.10)

    The Factor Archives: Shareholder Yield (EP.10)

    Although buybacks are constantly in the news, they have benefitted investors for centuries. In this episode, Jim and Jamie discuss the relationship between capital allocation and returns, 17th century dividends, 18th century buybacks, and a time when government authorities mandated buyback programs in the U.S.

    • 23 min
    The Factor Archives: Momentum (EP.09)

    The Factor Archives: Momentum (EP.09)

    Momentum is rooted in human nature and behavioral biases. This episode is a little different than other WWoWS episodes, as it was originally for guest Jamie Catherwood’s own history podcast, of which Jim was the first guest. However, enjoy this dive into the first ever book on behavioral finance. Find Jamie’s corresponding article here: https://osam.com/Commentary/the-factor-archives-momentum

    • 54 min
    ESG The Right Way (EP.08)

    ESG The Right Way (EP.08)

    Jim O’Shaughnessy and OSAM PM Travis Fairchild discuss Travis’ recent paper on ESG. The discussion focuses on the right and wrong approaches to ESG, the Canvas platform, and how factor investing ties into ESG.

    • 41 min
    The Factor Archives: A History of Factor Investing (EP.07)

    The Factor Archives: A History of Factor Investing (EP.07)

    While they may not have been known by the same names, many modern investment factors have historical roots stretching back centuries.

    • 23 min
    Factors from Scratch (EP.06)

    Factors from Scratch (EP.06)

    A look back, and forward, at how, when, and why factors work

    • 34 min
    Negative Equity, Veiled Value, and the Erosion of Price-to-Book (EP.05)

    Negative Equity, Veiled Value, and the Erosion of Price-to-Book (EP.05)

    The price-to-book ratio has a problem. Accounting distortions are causing record numbers of U.S. companies to report negative book value and more and more cheap companies to be defined as expensive growth companies (Veiled Value Stocks).  Join us on this “What Works on Wall Street” podcast to learn more.

    • 32 min

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