Jamie Catherwood: The History of (Value) Investing

Jamie Catherwood is a Client Portfolio Associate at O’Shaughnessy Asset Management. He’s also the founder of Investor Amnesia. Investor Amnesia is passionate about bringing the world of financial history to life. Jamie’s passion for history started at an early age, and in his eyes, is a family affair. His father loves history. And his grandfather was a historian by trade.Jamie provides a weekly read for subscribers every Sunday filled with financial history literature, stories of human psychology and bubbles gone by.From reading Jamie’s content one thing is certain: markets change, humans dont.Our broad-ranging conversation dives into the history of railroad stocks, Cicero the value investor, and Jamie’s latest research course.Check out the time-stamp below:

  • [0:00] Who is Jamie Catherwood?
  • [18:00] The First Value Investor
  • [25:00] History of Railroad Stocks
  • [39:00] Are Tobacco and Energy Stocks the Railroad Stocks of Today?
  • [40:00] Investing Across Different Countries and Time.
  • [50:00] Investor Amnesia: Bubbles, Manias & Fraud
  • [1:02:00] More from Jamie and Closing Questions

If you liked what you heard and are interested in learning more about Jamie, check out these resources:

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Alex Barrow

Founder & MO Team Lead, CIO at Foundation Capital, macro junky, former Intelligence professional at FBI, DIA, and DOD, USMC Scout Sniper turned yogi/meditator.

https://x.com/MacroOps
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It’s Markov All The Way Down (A Mental Model For Investing & Everything Else)