Michael Mauboussin – Who’s on the Other Side? (EP.99)

Michael Mauboussin – Who’s on the Other Side?  (EP.99)

Brought to you by: Essentia Analytics |


Michael Mauboussin is the well-known investment strategist currently plying his wares at Blue Mountain Capital. He joined me for the second time to discuss his new research entitled “Who’s on the Other Side?”

Our conversation dives into the work, discussing how investors can focus on process over outcome, the four types of investment edges, behavioral traits of single and group portfolio managers, portfolio position weighting, informational edges available from paying attention and complexity, the principal-agent issues that create cycles and opportunities during dislocations, the growth of private markets, and implementing his research. We close with a discussion of data analytics in the game of lacrosse.

Learn More

Read the Transcript

Subscribe to the Capital Allocators Blog or Monthly Mailing List

Write a review on iTunes

Follow Ted on twitter at @tseides

Review past episodes of the Podcast

CAPITAL ALLOCATORS
LIVE!

We currently have enough time before the event to potentially proceed as planned.

We are monitoring the news and will make changes as necessary.

Join us for our inaugural live event

Podcasts with Michael Mauboussin, Morgan Housel, André Perold, James Clear, and Annie Duke

June 18th, 2020 in NYC

Click HERE to Purchase Tickets