Patrick O'Shaughnessy
👤 SpeakerAppearances Over Time
Podcast Appearances
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?
if you want that free lunch.
Speaking of diversification, maybe the most interesting dimension of that today is geographic.
We were talking before we hit record about the incredibly wide gulf between the pristine U.S.
equity assets and basically everywhere else in the world.
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.
And then the line has just gone like this for 20 years, where the U.S.
has just so completely dominated
everybody else in enterprise value creation or some measure like that.
How do you interpret that shift?
Is it secular?
Is it going to be cyclical and go back towards the international markets?
How do you think about that crazy bifurcation?
So that's the other condition you should take into account.
How do your ancestors show up in your life and values?
How did you learn to harness it?
Because the other end of the spectrum could be unharnessed and just chaos.
How do you learn to harness or channel it to something productive?
With meditation?
Yes.