September 6, 2021· 47 min

Patrick O'Shaughnessy on the Next Big Thing in Passive Investing

Patrick O'Shaughnessy

Orality

Model

85%

Oral-dominant (speeches, podcasts, storytelling)

Speaker Breakdown

HostJoe Weisenthal(1,146 words)

M:28%

HostTracy Alloway(2,174 words)

M:29%

GuestPatrick O'Shaughnessy(5,935 words)

M:28%

Oral Indicators

Agonistic44%

totally, basically, crazy

Engagement83%

you, our, your

Memory Aids100%

listen, now, so

Repetition100%

like (233x), know (108x), it's (92x)

Parallelism99%

And I'm Joe Weisenthal...., So, Joe, it's been a while sin..., But I I know I've said it befo...

Sound Patterns54%

53 question(s), alliteration: "markets move", alliteration: "barclays brief"

Formulaic Phrases8%

i mean, the thing is, if you will

Literate Indicators

Hedging8%

might, could, maybe

Passive Voice5%

be tweaked, be used, being used

Abstract Nouns16%

investment, management, selection

Subordination7%

while, since, because

Sentence Length46%

Avg: 16.5 words/sentence

Word Complexity45%

investment, analyze, anticipate

Academic Markers0%

Impersonal Style17%

821 personal pronouns found

Descriptive Style76%

really, especially, totally

Description

Passive investing is kind of boring. You dump your money in an index fund and that's it. The industry hasn't really seen big innovation since ETFs were invented in the 1990s. Enter custom indexing. Custom indexing allows asset managers to create bespoke indices for their clients. Interest in the space is already booming, with Morgan Stanley, BlackRock and JPMorgan all making acquisitions in the space. But what exactly is the difference between investing in a custom index versus something like the S&P 500? And why haven't custom indices been done before? On this episode we speak with Patrick O'Shaughnessy, CEO of OSAM and the host of the podcast "Invest Like the Best", about direct investing. See omnystudio.com/listener for privacy information.

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