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Take 15 Podcast

The Take 15 Podcast Presented By CFA Institute is a popular audio interview series defined by illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and cryptocurrencies to irrationality and outlooks.

Download now, listen later and reflect at length.

Show Host: Lauren Foster

Producer: Mitchell Forst 

May 1, 2015

In episode #260, Patrick O’Shaughnessy, CFA, principal and portfolio manager at O’Shaughnessy Asset Management and author of Millennial Money, discusses how millennial investors are different from prior generations, including the events that shaped their outlook and risk tolerance, and offers some advice for traditional wealth managers who want to work with millennials.