Published May 13, 2019

Michael Mauboussin – Who’s on the Other Side (Capital Allocators, EP.99)

Michael Mauboussin delves into the intricacies of investment decision-making, highlighting the role of information management and attention in gaining a competitive edge while emphasizing the importance of processes over outcomes. He navigates market dynamics, exploring the opportunities within crises and the impact of private market strategies and arbitrage on investment success.

Episode Highlights

Topics covered

Episode Highlights

Related Episodes

[REPLAY] Michael Mauboussin – Who’s on the Other Side (Capital Allocators, EP.99)
Answers 383 questions
[REPLAY] Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
Answers 383 questions
[REPLAY] Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
Answers 383 questions
Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
Answers 383 questions
REPLAY - Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
Answers 383 questions
Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127)
Answers 383 questions
Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
Answers 383 questions
BONUS – Michael Mauboussin on the Decision Education Podcast
Answers 383 questions
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
Answers 383 questions
Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)
Answers 383 questions
[REPLAY] Michael Mervosh – Invest in Yourself (Capital Allocators, EP.68)
Answers 383 questions
Michael Mervosh – Invest in Yourself (Capital Allocators, EP.68)
Answers 383 questions
Michael Mervosh - Investing in Yourself During a Crisis (Capital Allocators, EP.134)
Answers 383 questions
REPLAY - Michael Mervosh – Invest in Yourself (Capital Allocators, EP.68)
Answers 383 questions
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
Answers 383 questions

Dexa/Capital Allocators – Inside the Institutional Investment Industry

Michael Mauboussin – Who’s on the Other Side (Capital Allocators, EP.99)

Topics covered

Popular Clips

Do Your Job

Lacrosse Analytics Insights

Attention and Complexity

Cognitive Diversity Insights

Understanding Investment Edge

Reading and Sports

Market Cycles and Behavior

Demand and Capital Access

Private Market Dynamics

Overconfidence and Bias

Superficial Insights

Crisis Investment Strategies

Team Dynamics in Investing

Market Dynamics Unveiled

Episode Highlights

Information and Attention

Investment Strategies

Market Dynamics

Related Episodes

[REPLAY] Michael Mauboussin – Who’s on the Other Side (Capital Allocators, EP.99)

[REPLAY] Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)

[REPLAY] Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)

Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)

REPLAY - Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)

Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127)

Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)

BONUS – Michael Mauboussin on the Decision Education Podcast

Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)

Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)

[REPLAY] Michael Mervosh – Invest in Yourself (Capital Allocators, EP.68)

Michael Mervosh – Invest in Yourself (Capital Allocators, EP.68)

Michael Mervosh - Investing in Yourself During a Crisis (Capital Allocators, EP.134)

REPLAY - Michael Mervosh – Invest in Yourself (Capital Allocators, EP.68)

Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)

Michael Mauboussin – Who’s on the Other Side (Capital Allocators, EP.99)

Topics covered

Popular Clips

Episode Highlights

Information and AttentionThe discussion shifts to the challenges of information overload and the importance of attention in investment decision-making. Michael Mauboussin and Ted Seides explore how focusing on key issues and managing complexity can provide a competitive edge.

Information and Attention

Investment StrategiesMichael Mauboussin, a renowned investment strategist, discusses the importance of focusing on investment processes over outcomes. He explores behavioral and analytical edges in investing, and shares insights on effective portfolio management techniques.

Investment Strategies

Market DynamicsMichael Mauboussin explores the interplay between crisis and opportunity in investment, emphasizing strategies for navigating market dislocations. He also examines the dynamics of private markets and the role of arbitrage in shaping investment decisions.

Market Dynamics

Related Episodes