B2B, Portfolio Management and Wealth Management

Transcript: Jim O’Shaughnessy on Infinite Wisdom

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MARCH 25, 2025

And I also made the mistake of making a B2C, whereas that’s supposed, that was a, a huge mistake should have gone B2B because I later learned, you know, I was a level playing field guy and like people couldn’t just buy their no loads and everything. It was, we wanted to have the absolute best software for the way we managed money.

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Transcript: Jim O’Shaughnessy on Infinite Wisdom

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