106 episodes

Sometimes we get caught up in what feels like infinite loops when we try to figure things out. Markets go up and down, research is presented and then refuted, and we wind up right back where we started.

The goal of this podcast is to learn how we can reset our thinking on issues that leaves us with a better understanding as to why we think the way we think and how we might be able to change that, to avoid going in infinite loops and thoughts.

Hosts, Jim O’Shaughnessy and Jamie Catherwood, hope to offer you a fresh perspective on a variety of issues and look at them through a multi-faceted lens. Including history, philosophy, art, science, linguistics, and quantitative analysis. And help you become a better investor and also a more nuanced thinker.

Infinite Loops Jim O'Shaughnessy and Jamie Catherwood

    • Business
    • 4.6 • 129 Ratings

Sometimes we get caught up in what feels like infinite loops when we try to figure things out. Markets go up and down, research is presented and then refuted, and we wind up right back where we started.

The goal of this podcast is to learn how we can reset our thinking on issues that leaves us with a better understanding as to why we think the way we think and how we might be able to change that, to avoid going in infinite loops and thoughts.

Hosts, Jim O’Shaughnessy and Jamie Catherwood, hope to offer you a fresh perspective on a variety of issues and look at them through a multi-faceted lens. Including history, philosophy, art, science, linguistics, and quantitative analysis. And help you become a better investor and also a more nuanced thinker.

    Brian Feroldi — Spreading Financial Wellness

    Brian Feroldi — Spreading Financial Wellness

    Brian Feroldi is the author of the book “Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing In School, But Weren't”. His mission statement is “To Spread Financial Wellness”, and he does exactly that in this episode of Infinite Loops!

    You can connect with Brian on Twitter at https://twitter.com/BrianFeroldi and get his book from Amazon at https://www.amazon.com/Why-Does-Stock-Market-Everything/dp/1735066168/

    Show Notes:

    Brian’s first exposure to the stock market
    The power of mission statements
    Personal finances over investments
    Paying off your mortgage early
    Finding high-quality companies
    (Business) Momentum investing
    Brian’s Investment Checklist
    Importance of narratives in investments strategies
    99% of great investing is doing nothing
    On being wrong, and learning from mistakes
    DCA’ing into index funds
    Capitalism is brutal
    Knowing Tom Engle
    Books Mentioned:

    Why Does The Stock Market Go Up?; by Brian Feroldi
    The Tao Jones Averages; Bennett W. Goodspeed
    How To Retire Rich; by Jim O'Shaughnessy
    The Intelligent Investor; by Benjamin Graham
    The Psychology of Money; Morgan Housel
    Just Keep Buying; Nick Maggiulli

    • 1 hr 9 min
    Tracy Alloway — Understanding Financial Crises

    Tracy Alloway — Understanding Financial Crises

    Tracy Alloway is the co-host of the Odd Lots podcast and a managing editor at Bloomberg Markets. You can follow Tracy on Twitter at https://twitter.com/tracyalloway and listen to her podcast here: https://open.spotify.com/show/1te7oSFyRVekxMBJUSethH

    Show Notes:

    Financial crisis hindsight
    Being obsessed with risk and systemic stability
    Historical parallels to the crisis of ‘08
    Macro vs. micro bullshitting
    Why people refuse to say “I don't know”
    Victorian chicken bubble
    Tales of forensic accounting
    NFTs being used to launder money?
    NFTs’ path to success
    Insights from collapse of previous civilizations
    Understanding the Human OS
    Fair Wages for Robots
    Praise for Citi’s Matt King and Credit Suisse’s Zoltan Pozsar

    • 48 min
    Nick Maggiulli — Just Keep Buying

    Nick Maggiulli — Just Keep Buying

    Nick Maggiulli is a financial educator, author of the blog “Of Dollars and Data”, and the newly released book “Just Keep Buying: Proven Ways To Save Money And Build Your Wealth.”

    In this episode, we talk with Nick about the robust empirical research that has gone behind the insights and ideas presented in his new book!

    You can follow Nick on Twitter at https://twitter.com/dollarsanddata and buy his book at https://ofdollarsanddata.com/justkeepbuying/

    Show Notes:

    Coming up with title of the book
    The save-invest continuum
    Is buying a house a good investment?
    Debt: Good or bad?
    On being shaped by our experiences
    One path the wealth creation?
    2020 vs 2021 as an investment year
    Handling emotions during a bear market
    Importance of diversification
    The ideal asset allocation
    The Great Reshuffle
    The argument against stock picking
    Negative yield bonds
    Lump sum vs. DCA
    Index investors or momentum investors
    Life as a growth, and value stock
    Books Mentioned:

    Just Keep Buying; by Nick Magguilli
    Security Analysis; Benjamin Graham
    The Intelligent Investor; Benjamin Graham
    Influence; by Robert Cialdini

    • 1 hr 7 min
    William Green — Lessons for Life and Investing

    William Green — Lessons for Life and Investing

    William Green is a journalist and author of the book “RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets and Life.” — a book that draws on hundreds of hours of interviews with many of the world’s super-investors to demonstrate that key insights for building wealth apply to life as well.

    You can follow William on Twitter https://twitter.com/williamgreen72 and get his book at https://www.amazon.com/Richer-Wiser-Happier-Greatest-Investors/dp/1501164856

    Show Notes:

    From Journalism to Investing
    Obsessiveness required to play and win a game
    Behavioral biases
    Role of patience in investing
    Stoicism, and dealing with uncertainty
    Reading authors like Henry James
    Saying YES to serendipity
    Being present in the moment
    Delaying gratification
    “When I fall, I shall rise”
    Getting out of your own way
    Staying away from the games that don't suit you
    How body posture can affect you psychologically
    Giving pleasure to your creator
    Not knowing the truth
    Books Mentioned:

    Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and in Life; by William Green
    Happy: Why More Or Less Everything is Absolutely Fine; by Derren Brown

    • 1 hr 30 min
    10-K Diver — Finance For Everyone

    10-K Diver — Finance For Everyone

    As Chamath Palihapitiya put it back in April 2021, 10-K Diver is “one of the best fintwit accounts on Twitter.” 10-K Diver loves breaking down complex financial topics and helping people understand them via engaging Twitter threads.

    You can follow 10-K Diver on Twitter at https://twitter.com/10kdiver and read all his threads at https://10kdiver.com/twitter-threads/

    Show Notes:

    Curating aggressively
    Is there a long term plan?
    Reasoning from the first principles
    Volatility tax
    Do markets have a memory?
    Financial Independence, Retire Early (FIRE)
    Mental models for investing
    Premeditating
    Jim’s GIF game
    Is it a Lindy or a turkey?
    The ‘Money Concepts’ show
    Benefits and pitfalls of leverage
    What’s next for the 10-K diver?
    Books Mentioned:

    Reminiscences of a Stock Operator; by Edwin Lefèvre
    Happy; by Derren Brown

    • 1 hr 10 min
    Morgan Housel — The Best Story Wins

    Morgan Housel — The Best Story Wins

    Morgan Housel comes back for his second episode and Infinite Loops’ 100th episode! Morgan is a financial writer and author of the bestselling book “Psychology of Money” — having sold more than a million copies worldwide!

    You can follow Morgan on Twitter at https://twitter.com/morganhousel, and read his blog at https://www.collaborativefund.com/blog/

    Show Notes:

    Morgan’s role at Collaborative Fund
    Marketing that isn’t “forced”
    Good product is good marketing
    When perception becomes reality
    Feedback to Morgan’s book
    The power of stories
    Understanding finance vs. Experiencing it
    Writing is thinking
    Not a great age for middlemen
    Promises of crypto
    Should volatility be considered as risk?
    Morgan’s next book
    Disconnect between the ideal and the practical
    Change in Morgan’s life after his book’s success
    Happiness is not about money
    Raising children into great adults
    Interviews should be conversations, not interrogations
    On luck and humility
    Books Mentioned:

    Psychology of Money; by Morgan Housel

    • 1 hr 25 min

Customer Reviews

4.6 out of 5
129 Ratings

129 Ratings

LisaIsHereForIt ,

Big ideas & inspiring guests 💥

Infinite Loops has quickly become a favorite in my feed! I'm consistently impressed by the engaging conversations, insightful content, and compelling guests. Jim and Jamie are excellent hosts -- I truly learn something every time I listen!🙌🏻

MitchCumstein6969 ,

Domineering

I’ve tried. I really have. The guests are top notch. However Jim dominates the conversation by asking 5 minute questions with multiple tangents then getting a brief response and launching into “how he thinks about it”. The recent one with 10K sounds like he’s drunk.

Bsizzle 1 ,

Something a little different

This pod was on a recommended list of PODS to listen to. Let’s just say I’m glad I stumbled onto it. Host is excellent at letting guest speak and brining up a range of topics.
Never would of heard about Synthesis School or the SurgiFi if not for this POD

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