Michael Mauboussin returns for a fascinating encore interview on the Knowledge Project. We geek out on decision making, luck vs. skill, work life balance, and so much more.
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Michael Mauboussin is back as a returning guest on the Knowledge Project!
He was actually the very first guest on the podcast when it was still very much an experiment. I enjoyed i ... Show More
Sep 29
Bill Ackman: The Biggest Fight of His Life
Bill Ackman is the founder and CEO of Pershing Square Capital Management, one of the most closely watched investment firms in the world. In this conversation, he breaks down how he tells the difference between real innovation from hype, what he looks for before making a billion-d ... Show More
1h 17m
Sep 15
Tobi Lütke: The Skills AI Makes More Valuable
Shopify founder and CEO Tobi Lütke joins Shane Parrish to discuss AI agents, better decision-making, and the future of work. He explains how he uses an AI council to examine his hardest decisions and why taste, judgment, and responsibility become more valuable as AI becomes more ... Show More
1h 5m
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
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
Aug 2022
Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model (The Best Investment Writing Volume 6)
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 In ... Show More
27m 23s
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
Oct 2023
Create the OUTCOME You Want | A Conversation with Shane Parrish | Art of Charm
In today’s episode, we cover the art of decision making with Shane Parrish. Shane is an expert on mental models and frameworks for effective decision-making, a former intelligence officer, founder of Farnam Street (the world’s most read blog on clear thinking), and the author of ... Show More
1 h
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
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