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What Works on Wall Street Podcast

Updated 7 days ago

Business
Investing
News
Business News
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Hosted by Jim O’Shaughnessy, author and legendary investor (Forbes.com), the goal of the What Works on Wall Street podcast is to make the sometimes arcane-sounding language of the investment world more simple and approachable for our listeners. In each episode, Jim talks openly with professional investors (portfolio managers, analysts, researchers, authors) who are willing to share what they’ve learned with you. Learn more and stay up-to-date at osam.com/podcast

Read more

Hosted by Jim O’Shaughnessy, author and legendary investor (Forbes.com), the goal of the What Works on Wall Street podcast is to make the sometimes arcane-sounding language of the investment world more simple and approachable for our listeners. In each episode, Jim talks openly with professional investors (portfolio managers, analysts, researchers, authors) who are willing to share what they’ve learned with you. Learn more and stay up-to-date at osam.com/podcast

iTunes Ratings

19 Ratings
Average Ratings
16
2
0
0
1

Extremely valuable insights

By davyxballer - Nov 06 2018
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Please consider posting more episodes, I am actually willing to pay to listen. I am a recent graduate passionate in the field, in case you need some customer demographic analysis for monetizing this service.

So glad to see this podcast!

By ZombiePubCrawl - Jan 21 2018
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I missed the launch of this and luckily found this after only 4 episodes went live. As an quant investor and a fellow Minnesotan I’m ecstatic. After 4 editions of “What Works on Wall Street” I was thinking that the Bible of quantitative investing would no longer be updated. It’s a great feeling to push human emotions aside (as much as possible) and have full confidence that a strategy will outperform in the long run. I stumbled across the first edition 2 years ago and haven’t looked back since. Finally a constructed way to invest that fits my style!

iTunes Ratings

19 Ratings
Average Ratings
16
2
0
0
1

Extremely valuable insights

By davyxballer - Nov 06 2018
Read more
Please consider posting more episodes, I am actually willing to pay to listen. I am a recent graduate passionate in the field, in case you need some customer demographic analysis for monetizing this service.

So glad to see this podcast!

By ZombiePubCrawl - Jan 21 2018
Read more
I missed the launch of this and luckily found this after only 4 episodes went live. As an quant investor and a fellow Minnesotan I’m ecstatic. After 4 editions of “What Works on Wall Street” I was thinking that the Bible of quantitative investing would no longer be updated. It’s a great feeling to push human emotions aside (as much as possible) and have full confidence that a strategy will outperform in the long run. I stumbled across the first edition 2 years ago and haven’t looked back since. Finally a constructed way to invest that fits my style!
Cover image of What Works on Wall Street Podcast

What Works on Wall Street Podcast

Latest release on Dec 18, 2019

All 10 episodes from oldest to newest

The Factor Archives: Shareholder Yield (EP.10)

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Although buybacks are constantly in the news, they have benefitted investors for centuries. In this episode, Jim and Jamie discuss the relationship between capital allocation and returns, 17th century dividends, 18th century buybacks, and a time when government authorities mandated buyback programs in the U.S.

Dec 18 2019

23mins

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The Factor Archives: Momentum (EP.09)

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Momentum is rooted in human nature and behavioral biases. This episode is a little different than other WWoWS episodes, as it was originally for guest Jamie Catherwood’s own history podcast, of which Jim was the first guest. However, enjoy this dive into the first ever book on behavioral finance. Find Jamie’s corresponding article here: https://osam.com/Commentary/the-factor-archives-momentum

Dec 14 2019

54mins

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ESG The Right Way (EP.08)

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Jim O’Shaughnessy and OSAM PM Travis Fairchild discuss Travis’ recent paper on ESG. The discussion focuses on the right and wrong approaches to ESG, the Canvas platform, and how factor investing ties into ESG.

Dec 13 2019

41mins

Play

The Factor Archives: A History of Factor Investing (EP.07)

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While they may not have been known by the same names, many modern investment factors have historical roots stretching back centuries.

Nov 20 2019

23mins

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Factors from Scratch (EP.06)

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A look back, and forward, at how, when, and why factors work

Sep 20 2018

34mins

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Negative Equity, Veiled Value, and the Erosion of Price-to-Book (EP.05)

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The price-to-book ratio has a problem. Accounting distortions are causing record numbers of U.S. companies to report negative book value and more and more cheap companies to be defined as expensive growth companies (Veiled Value Stocks).  Join us on this “What Works on Wall Street” podcast to learn more.

May 08 2018

32mins

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A Returns-Based Approach for Allocating U.S. Microcap into Equities Portfolios (EP.04)

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“Traditional” asset allocation favors capacity-based frameworks that are overly-reliant on flawed market cap-weighted indexes. Also, that approach fails to make adjustments for investor risk tolerance or plan size. Investors who use a returns-based approach instead — adding Micro and Small Cap into the equities mix — can expect to see stronger returns and lower volatility. Join us on this “What Works on Wall Street” podcast to learn more...

Dec 01 2017

23mins

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Finding the Factor Alpha in REITs (EP.03)

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According to our research, the efficacy of factor signals in real estate investing has largely been upstaged by the factor revolution in the equities market. In fact, the public real estate market is uniquely inefficient and a fertile ground for active, factor-based investing…

Oct 10 2017

27mins

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Microcaps’ Factor Spreads, Structural Biases, and the Institutional Imperative (EP.02)

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Many investors readily agree that alpha is scarce. It is hard to find, always in great demand, and requires skill to extract. The eclectic microcap universe provides a disparate group of continually evolving and devolving businesses with structural features that remain persistently attractive for investors. Join us on this “What Works on Wall Street” podcast to learn more…

Aug 09 2017

29mins

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Factor Crowding, Cobras, and Other Market Hyperboles (EP.01)

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After reading as many as 18 different WSJ articles on the subject, it’s understandable why investors might be up in arms about the alleged perils of factor crowding. We hope this discussion allays some of those concerns. Join us on this “What Works on Wall Street” podcast to learn more…

Jul 25 2017

31mins

Play