Keep pulling the thread on Jim O'Shaughnessy.
O'Shaughnessy Asset Management was acquired by Franklin Templeton.
Prior to the 2008 financial crisis, JPMorgan Chase sold off its problematic derivatives, even at a 10-20% loss, which positioned it to acquire Washington Mutual and Bear Stearns at low prices.
Jim O'Shaughnessy believes AI is the most powerful technology to have emerged during his career.
Jim O'Shaughnessy predicts that AI will not take people's jobs, but rather that humans who effectively use AI tools will replace those who do not.
Jim O'Shaughnessy's most important investment lesson is that arbitraging human nature is the ultimate competitive moat, as human behavior changes far more slowly than markets.
Academic research indicates that fund managers are generally good at buying stocks but are terrible at selling them.
O'Shaughnessy Ventures is developing AI-powered voice software to perform stress analysis on speakers during events like corporate earnings calls.
O'Shaughnessy Asset Management was a leader in the direct indexing space before being acquired.
As part of its acquisition by Franklin Templeton, O'Shaughnessy Ventures agreed not to launch asset management services for external clients.
Jim O'Shaughnessy's departure from Bear Stearns in 2007 was an amicable spin-out and not because he predicted the great financial crisis.
Jim O'Shaughnessy believes that during the 2008 financial crisis, all major investment banks were effectively bankrupt or insolvent.
Jim O'Shaughnessy found that quantitative "clone" portfolios consistently outperformed the human fund managers they were designed to mimic.