Crisis Investment Strategies
Exploring the challenges of capital allocation during crises, Michael discusses the limitations of traditional financial theories and the potential of agent-based models. He proposes the idea of pre-commitment contracts, likening them to Ulysses contracts, which could help investors act decisively in turbulent times. By implementing structured checklists, he emphasizes the importance of removing emotion from investment decisions and having a clear action plan ready when crises arise.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Michael Mauboussin – Who’s on the Other Side (Capital Allocators, EP.99)
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