Sometimes you just want to hear two of your favorite people hang out with each other.* James O’Shaughnessy had a nearly two-hour talk with Rory Sutherland on the Infinite Loops Podcast this week. O’Shaughnessy is an OG quant investor/behavioral psychology fanatic/philosopher/et al, and Sutherland is one of the greatest (and most entertaining) marketing minds of our times. Both have meaningfully contributed to the way I personally think, but that’s a story for another day. Let’s just say if you listen to this, you’ll see a huge insight into the sources of my schtick. Click this for more Sutherland posts.
For now, just know that when James says, “We are deterministic thinkers living in a probabilistic world” and Rory answers with, “Why haven’t we met before?!” I have rarely felt happier. It’s a wide-ranging discussion covering their overlapping work and interests, mostly on human mis(judgment) and Zen and the Art of Motorcycle Maintenance. Give it a listen, if nothing else to witness the joy of new friends finding each other.
*Ok, three favorites but Jaime understandably got a little boxed out by this one courtesy of James’ fanboy-ishness. He’s still a favorite person too and everyone should sign up for his market history email over at Investor Amnesia.