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Investing Talent vs. Luck with Michael J. Mauboussin, Counterpoint International (Dec 6, 2023)
Is it higher to be fortunate or good? How a lot of a task does luck pay in investing? And how are you going to inform the distinction between probability and ability? On this episode of On the Cash, I converse with Michael Mauboussin.
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About Michael J. Mauboussin:
Michael Mauboussin is head of Consilient Analysis at Counterpoint International, Morgan Stanley Funding Administration. Beforehand, he was Director of Analysis at BlueMountain Capital, Head of International Monetary Methods at Credit score Suisse, and Chief Funding Strategist at Legg Mason Capital Administration. He’s the writer of a number of books about investing, together with The Success Equation: Untangling Talent and Luck in Enterprise, Sports activities, and Investing.
For more information, see:
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Discover all the earlier On the Cash episodes within the MiB feed on Apple Podcasts, YouTube, Spotify, and Bloomberg.
Michael J. Mauboussin Authored Books
The Success Equation: Untangling Talent and Luck in Enterprise, Sports activities, and Investing by Michael J. Mauboussin
Expectations Investing: Studying Inventory Costs for Higher Returns, Revised and Up to date by Michael J. Mauboussin and Alfred Rappaport
Suppose Twice: Harnessing the Energy of Counterintuition
Extra Than You Know: Discovering Monetary Knowledge in Unconventional Locations
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