70 min listen
Michael Mauboussin – Who’s on the Other Side (Capital Allocators, EP.99)
FromCapital Allocators – Inside the Institutional Investment Industry
Michael Mauboussin – Who’s on the Other Side (Capital Allocators, EP.99)
FromCapital Allocators – Inside the Institutional Investment Industry
ratings:
Length:
55 minutes
Released:
May 13, 2019
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 Discuss show and Read the Transcript Join Ted's mailing list at CapitalAllocatorsPodcast.com Join the Capital Allocators Forum Write a review on iTunes Follow Ted on twitter at @tseides For more episodes go to CapitalAllocatorsPodcast.com/Podcast
Released:
May 13, 2019
Format:
Podcast episode
Titles in the series (100)
The Bet with Buffett (Capital Allocators, EP.05): Today’s show is a little different from my ongoing series of conversations with Capital Allocators. As you probably know, about 9½ years ago I made a bet with a certain Oracle, in Omaha, that pitted the performance of a group of five hedge fund of fun by Capital Allocators – Inside the Institutional Investment Industry