Stay ConnectedEvery 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.
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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:
And much more. You can find Michael's paper here: https://www.logicafunds.com/policy-in-a-world-of-pandemics
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:
And much more. You can find Liz's super thread here: https://twitter.com/LAForeverHall/status/1205981236960714754?s=20
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:
For more information, check out https://arthena.com/ .
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 conversation, we discuss:
And much, much more… we hope you enjoy.
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.
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