In this episode of Fireside Markets, host James Osborne has a great conversation with Patrick O’Shaughnessy, author and portfolio manager at O’Shaughnessy Asset Management. We discuss high conviction active management strategies, Patrick’s book Millennial Money, Patrick’s new blog InvestorFieldGuide.com, as well as reading, philosophy and the psychology behind financial markets.
Items mentioned in this episode include:
- Patrick’s Book Millennial Money
- Patrick’s blog InvestorFieldGuide.com
- Jim O’Shaughnessy’s What Works On Wall Street
- William Thorndike’s The Outsiders
- The Journal of Henry David Thoreau
- Karen Armstrong’s A Short History of Myth
- Joseph Campbell’s The Hero with a Thousand Faces
- Joseph Campbell’s Myths to Live By
- John Vaillant’s The Tiger: A True Story of Vengeance and Survival
- The Upanishads
Bason Asset Management 