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The speculative economy and the future of markets with Jim O'Shaughnessy

Trends with Friends EP. 51

Today, we’re joined by Jim O'Shaughnessy: investor, VC, and Wall Street legend. Howard, Phil, JC, and Jim discuss the following:

  • AI in the stock market

  • How speculation has become a form of entertainment, fueled by free time and advancements in AI

  • Self-control in the face of technological advancements

  • Why parents and grandparents play a crucial role in guiding children and teenagers in navigating the digital world and managing their exposure to new technologies

  • How counting and paying attention to data and trends can provide valuable insights and help you make informed decisions

  • European financials and how they influence the dollar

Also, we realize Jim's audio isn't the greatest, so we put together a transcript of the episode here.

In This Episode, We Cover:

(00:00) Welcome
(04:12) Jim O'Shaughnessy's background and interest in AI
(05:49) AI in the stock market
(07:48) Market snapshot and trends with JC
(11:49) Jim’s market intuition
(14:19) The future of AI
(19:16) Nividia and IBM
(22:03) Why JC says to count
(23:20) Charts walkthrough with JC: German DAX, Polish Zloty, and more
(27:43) Divergence across the market
(29:50) The degenerate economy: DraftKings, the Super Bowl, and emerging tech
(32:14) The importance of controlling your interactions with technology
(35:52) The role of AI in the speculative economy
(38:19) Speculation as entertainment
(43:38) Advice for navigating new technology
(49:35) The role of parents and grandparents
(52:58) Counting, Biden tweets, and political speeches
(57:04) The Economist cover on China
(59:37) Anecdotes and negative sentiment
(01:01:28) Next week: the media trend

Big Thank You To Our Guest:

O'Shaughnessy Ventures: https://twitter.com/osventuresllc

Where To Find Howard and Friends:

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