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Patrick O'Shaughnessy

👤 Speaker
8519 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

Have you been able to invert that fear to FOMO problem so that you can, if you have been able to raise some money in the harder times, what is the key to doing that well?

Invest Like the Best with Patrick O'Shaughnessy
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

if you want that free lunch.

Invest Like the Best with Patrick O'Shaughnessy
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

Speaking of diversification, maybe the most interesting dimension of that today is geographic.

Invest Like the Best with Patrick O'Shaughnessy
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

We were talking before we hit record about the incredibly wide gulf between the pristine U.S.

Invest Like the Best with Patrick O'Shaughnessy
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

equity assets and basically everywhere else in the world.

Invest Like the Best with Patrick O'Shaughnessy
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

There was a time when you saw this chart between like the S&P 500 and the Acqui World, XERAS or something, and it was kind of back and forth and back and forth.

Invest Like the Best with Patrick O'Shaughnessy
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

And then the line has just gone like this for 20 years, where the U.S.

Invest Like the Best with Patrick O'Shaughnessy
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

has just so completely dominated

Invest Like the Best with Patrick O'Shaughnessy
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

everybody else in enterprise value creation or some measure like that.

Invest Like the Best with Patrick O'Shaughnessy
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

How do you interpret that shift?

Invest Like the Best with Patrick O'Shaughnessy
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

Is it secular?

Invest Like the Best with Patrick O'Shaughnessy
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

Is it going to be cyclical and go back towards the international markets?

Invest Like the Best with Patrick O'Shaughnessy
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

How do you think about that crazy bifurcation?

Invest Like the Best with Patrick O'Shaughnessy
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

So that's the other condition you should take into account.

Invest Like the Best with Patrick O'Shaughnessy
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

How do your ancestors show up in your life and values?

Invest Like the Best with Patrick O'Shaughnessy
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

How did you learn to harness it?

Invest Like the Best with Patrick O'Shaughnessy
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

Because the other end of the spectrum could be unharnessed and just chaos.

Invest Like the Best with Patrick O'Shaughnessy
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

How do you learn to harness or channel it to something productive?

Invest Like the Best with Patrick O'Shaughnessy
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

With meditation?

Invest Like the Best with Patrick O'Shaughnessy
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

Yes.