Examining Historical Investment Cycles with Jamie Catherwood

In this episode, Doug and Greg talk with Jamie Catherwood, Client Portfolio Associate at O’Shaughnessy Asset Management. Jamie has a deep fascination with and expertise in finance history. Throughout the years, he’s shared finance content that goes in-depth to help investors make better and more evidence-based financial decisions.

Jamie talks with Doug and Greg about the importance of financial history in strategizing portfolios, and insights on innovation entering deep value territory.

Key Takeaways

[02:30] - Parallels between the current market and the past. [05:01] - What does history tell us about the change in behavior of retail investors? [07:49] - What's the Kindleberget Minsky Cycle? [09:06] - The Price Conviction Paradox. [12:35] - The Golden Age of Fraud [ 13:57] - Historical investment cycles. [17:35] - Where can the market go wrong? [23:35] - Are innovation stocks in deep value territory? [26:25] - What is the bubble triangle?

Quotes