logo
episode-header-image
Sep 2021
47m 21s

Patrick O'Shaughnessy on the Next Big Th...

bloomberg
About this episode

Passive investing is kind of boring. You dump your money in an index fund and that's it. The industry hasn't really seen big innovation since ETFs were invented in the 1990s. Enter custom indexing. Custom indexing allows asset managers to create bespoke indices for their clients. Interest in the space is already booming, with Morgan Stanley, BlackRock and JPMorgan all making acquisitions in the space. But what exactly is the difference between investing in a custom index versus something like the S&P 500? And why haven't custom indices been done before? On this episode we speak with Patrick O'Shaughnessy, CEO of OSAM and the host of the podcast "Invest Like the Best", about direct investing.

See omnystudio.com/listener for privacy information.

Up next
Today
Ray Dalio on the Five Forces That Make This a Historical Moment
<p>You're not imagining it. This really is a moment of tremendous historical change. Various forces are all aligned right now and reshaping how the world operates. That's the view of Ray Dalio, the founder of Bridgewater Capital, the world's biggest hedge fund. While&nbsp;<em dat ... Show More
58m 6s
Yesterday
Risky Business Preview
<p>Here&rsquo;s a preview of another podcast we enjoy, Risky Business with Nate Silver and Maria<br>Konnikova. Risky Business is a weekly podcast about making better decisions. Hosted by<br>journalist and psychologist Maria Konnikova and data analyst and election forecaster Nate< ... Show More
3m 45s
Nov 22
Why America's Cattle Ranchers Keep Getting Squeezed
<p>The country's cattle herd has shrunk to its smallest size in decades and beef prices have been soaring this year, with hamburgers and steaks becoming the latest flashpoints in the political debate over higher food prices. In this episode, we untangle the roots of declining dom ... Show More
43m 20s
Recommended Episodes
Oct 2022
Investment Masterclass: the cheapest way to invest
Against the backdrop of market turbulence, investors Jonathan Hollow and Robin Powell explain why they believe investing in broad-based index funds is the cheapest way to increase long-term wealth. This investment masterclass breaks investing down into six simple steps, with tips ... Show More
24m 16s
Jan 2024
Erik Serrano - Investing in Investment Firms - [Invest Like the Best, EP.358]
My guest today is Erik Serrano. Erik is the CEO of Stable Asset Management, which he started 14 years ago in his early 20s and has scaled to over $3 billion in AUM. Unusually, Stable’s strategy focuses on other investing firms. They look to back the Blackstone's of tomorrow and p ... Show More
1h 26m
Jul 2022
The future of investing is already upon us, ft. SixPark's Pat Garrett
Pat Garrett is the CEO and co-founder of SixPark. Pat Garrett joins Owen Rask on The Australian Investors Podcast to talk about robo investing, the rise of ETFs, asset allocation puzzles, the future of investment advice and so much more.Some of the questions I -- Owen -- asked Pa ... Show More
1 h
Nov 2022
The Wild History of Index Funds with Robin Wigglesworth #595
<p>If you’ve listened to the show for more than a couple episodes then you know that we’re big fans of index funds. Specifically, low-cost widely diversified index funds are what the vast majority of our portfolios consist of. But how did index funds come to be? And sure, <em>we’ ... Show More
50m 45s
Sep 2021
Index Funds VS. ETFs | Which One Is a Better Investment? (THE GREAT SHOWDOWN!)
73. Index Funds VS. ETFs | Which One Is a Better Investment? We have a YOUTUBE channel! Check it out here! Our Latest Videos: 5 ETFs to Hold For Life (Never Sell These!) How Much You Need to Save to Retire (Master Saving Money!) How to Become a Millionaire With a Small Amount of ... Show More
29m 41s
May 2023
07. What are index funds and ETFs?
<p>Ask a long-term investor about passive investing, and they’ll likely mention index funds and Exchange-Traded Funds (ETFs). However, even after sitting through a lengthy explanation, you’d be forgiven for not quite knowing how they <em>actually work</em>.<br/><br/>Don’t worry – ... Show More
21m 45s
Mar 2022
Time for an investment makeover
With so many investing options out there, getting the right balance for your portfolio can be difficult. So this week presenter Claer Barrett has invited two listeners in for a portfolio makeover. Thirty-seven-year-old James holds UK-focused equities in his stocks and shares Isa. ... Show More
29m 45s
Dec 2023
Brookfield CEO: Private vs. public markets, investment style and value creation
<p>Bruce Flatt became the CEO of&nbsp;Brookfield&nbsp;in 2002 when the company was primarily a Canadian-based real estate firm with a market value of $5 billion. Under his leadership, it transformed into a global alternative asset manager, managing over $850 billion in assets acr ... Show More
48m 36s
Jan 2023
TIP513: Warren Buffett's Money Mind
IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:54 - What it means to have a “Money Mind”. 10:08 - How Warren's father’s Libertarian viewpoints rubbed off on Warren’s business mind. 24:29 - How Buffett continued to evolve as an investor as the investment landscape changed. 29:24 - ... Show More
48m 53s
Oct 2020
TIP318: The Passive Investing Impact w/ Mike Green (Business Podcast)
Michael Green has some fascinating insights surrounding passive investing and the systematic risk it potentially poses to the overall market. Michael is a professional investor who has multiple decades managing tens of billions of dollars. Michael is the former portfolio manager ... Show More
1h 4m