55 min listen
[REPLAY] Michael Mauboussin – Who’s on the Other Side (Capital Allocators, EP.99)
FromCapital Allocators – Inside the Institutional Investment Industry
[REPLAY] Michael Mauboussin – Who’s on the Other Side (Capital Allocators, EP.99)
FromCapital Allocators – Inside the Institutional Investment Industry
ratings:
Length:
55 minutes
Released:
Mar 23, 2020
Format:
Podcast episode
Description
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 Don't Subscribe, but Let Us Know Who You Are Write a review on iTunes Follow Ted on twitter at @tseides Review past episodes of the Podcast
Released:
Mar 23, 2020
Format:
Podcast episode
Titles in the series (100)
Thomas DeLong – Authentic Leadership (Capital Allocators, EP.18): Tom DeLong is a renown expert in organizational behavior, leadership, and human development of high performance professionals, the so called “soft skills” often dismissed in the asset management business. After starting an academic career under the wi by Capital Allocators – Inside the Institutional Investment Industry