Podcast: Custom Indexing is a Tidal Wave Coming at the Investment Business

By Josh Brown
January 2021

Josh Brown, author of The Reformed Broker blog and frequent CNBC guest, hosted OSAM CEO Patrick O'Shaughnessy on his podcast, The Compound Show. They discussed the future of indexing, specifically Custom Indexing and Canvas. You can listen below.

Learn more about Canvas from Patrick's recent paper, posted here.

Listen to more episodes of The Compound Show, here.

Weblog/Podcast Disclosure

Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in this blog/podcast) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including O'Shaughnessy Asset Management ("OSAM"), a registered investment adviser with the SEC, with which the blogger/podcasters may be affiliated. Rather, should a reader/listener have any questions regarding the applicability of any portion of the blog/podcast content to his/her individual situation, the reader/listener should consult with the financial professional(s) of the reader/listener’s choosing.