Jul 3
The Secret Sauce Behind 250 Years of American Success (McKinsey’s Rebecca Anderson) | #638
Today’s guest is Rebecca Anderson, a Senior Fellow at the McKinsey Global Institute, McKinsey’s business and economics research arm. She leads research on economic growth and the financial system, in the United States and globally. In today’s episode, Rebecca shares her McKinsey ... Show More
58m 13s
Jun 23
Meb Faber's Investing in America, Out July 4th (Investing in America Series) | #636
In today's episode, Meb celebrates the release of his new book, Investing in America, a coffee table history of the 250 year bull market. He explains the magic of compounding, why every decade feels like chaos, and the surprising fact that stocks become less volatile than bonds o ... Show More
26m 4s
Mar 2019
Michael Mauboussin – The Four Sources of Alpha - [Invest Like the Best, EP.126]
My guest this week for the third time is Michael Mauboussin. If there is a major question about markets and investing, Michael has usually written one of the best pieces of research on that topic. Today’s conversation is a mix of several of his research pieces, but focuses on the ... Show More
1h 9m
Nov 2022
20VC: Michael Mauboussin on Good vs Bad Investment Decision-Making Processes, How To Improve Your Process, How To Know When it Needs Improving and The Single Biggest Mistakes People Make In Their Decision-Making Process
<p><!-- wp:paragraph --></p> <p><a href="https://twitter.com/mjmauboussin">Michael Mauboussin</a> is Head of Consilient Research at Counterpoint Global. Previously, he was Director of Research at BlueMountain Capital, Head of Global Financial Strategies at Credit Suisse, and Chie ... Show More
49m 15s
Sep 2020
Michael Mauboussin – Great Migration Public to Private Equity - [Invest Like the Best, EP.189]
My guest this week is Michael Mauboussin, the head of consilient research at Counterpoint Global. Michael is an all-time favorite guest here on the show, and this is his fourth appearance. We discuss one of the biggest topics in the world of investing: the shift from public to pr ... Show More
1h 1m
Oct 2021
Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More
We sit down with the one & only Michael Mauboussin to dive deep into his incredible body of work: untangling skill and luck, measuring moats, persistence of returns in venture capital, decision making and — particularly timely — expectations investing and how to think about valua ... Show More
1h 17m
Apr 2015
#1 Michael Mauboussin: When To Trust Your Gut
Multiple best selling author and financial strategist Michael Mauboussin shares his wisdom on parenting, daily routines, reading, and how to make better decisions. Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, searchable transcripts, member-only ... Show More
40m 29s
Aug 2024
MI364: Lessons From Michael Mauboussin w/ Shawn O'Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) shares his favorite insights from Michael Mauboussin’s excellent book, More Than You Know. You’ll learn how the stock market is like a complex adaptive system, the importance of having a clear investment philosophy, the psychol ... Show More
53m 27s
Oct 2016
Morgan Housel – Walking and Thinking - [Invest Like the Best, EP.04]
In this week’s episode, Patrick and Morgan Housel explore the differences between private and public market investing, how to foster innovation and creativity, how businesses are structured and organized, and how Morgan finds interesting books and topics to write about. Morgan is ... Show More
1h 14m
Sep 2023
Michael Simanovsky - A Platform Approach to Real Estate - [Invest Like the Best, EP.344]
My guest today is Michael Simanovsky. Mike is the Managing Partner of Conversant Capital, a real estate investment firm he founded in early 2020. Conversant aims to be the most flexible capital provider in real estate, investing across public and private markets as well as equiti ... Show More
1h 7m
May 2021
TIP351: The Psychology of Money w/ Morgan Housel
In today’s episode, Trey Lockerbie sits down with Morgan Housel, who is a partner at Venture Capital and PE firm Collaborative Fund. He’s a former columnist at The Motley Fool and Wall Street Journal, and also the author of the international best-selling book, The Psychology of M ... Show More
1h 12m
Today’s episode features Michael Mauboussin reading his piece, Everything Is a DCF Model. Michael is Head of Consilient Research on Counterpoint Global at Morgan Stanley Investment Management. He joined Morgan Stanley in 2020 and has 33 years of investment experience.
The Best Investment Writing series features top research pieces that we’ve shared via The ... Show More
