By Guest Post. Originally published at ValueWalk.
My guest today is Michael Mauboussin, who is the head of global financial strategies at Credit Suisse and is on my short list of must-read writers on all things investing.
Books Referenced
Narrative and Numbers: The Value of Stories in Business
Deep Work: Rules for Focused Success in a Distracted World
The End of Theory: Financial Crises, the Failure of Economics, and the Sweep of Human Interaction
A Demon of Our Own Design: Markets, Hedge Funds, and the Perils of Financial Innovation
Deep Thinking: Where Machine Intelligence Ends and Human Creativity Begins
Links Referenced
Since the end of 2006, investors have withdrawn nearly $1.2 trillion from active
Assessing The Magnitude And Sustainability Of Value Creation
On the Impossibility of Informationally Efficient Markets
Adaptive Markets: Financial Evolution at the Speed of Thought
Wealth Transfers via Equity Transactions
Buyout Firm Buys $800 Million of Assets From Itself (WSJ)
Stock Market Prices Do Not Follow Random Walks
Michael Mauboussin
Show Notes
2:31 – Since the end of 2006, investors have withdrawn nearly $1.2 trillion from active
2:44 – The Base Rate Book
2:45 – Assessing The Magnitude And Sustainability Of Value Creation
4:31 – On the Impossibility of Informationally Efficient Markets
17:54 – Adaptive Markets: Financial Evolution at the Speed of Thought
21:53 – Wealth Transfers via Equity Transactions
48:46 – Narrative and Numbers: The Value of Stories in Business
1:04:31 – Michael Porter books
1:25:28 – Deep Work: Rules for Focused Success in a Distracted World
1:25:57 – The End of Theory: Financial Crises, the Failure of Economics, and the Sweep of Human Interaction
1:26:03 – A Demon of Our Own Design: Markets, Hedge Funds, and the Perils of Financial Innovation
1:27:02 – Stock Market Prices Do Not Follow Random Walks
1:27:59 – Deep Thinking: Where Machine Intelligence Ends and Human Creativity Begins
Learn More
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
Follow Patrick on twitter at @patrick_oshag
For iTunes
For comprehensive show notes on this episode go to http://investorfieldguide.com/michael
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
Follow Patrick on Twitter at @patrick_oshag
Article by The Investor’s Field Guide
The post Man + Machine, Moats W/ Michael Mauboussin appeared first on ValueWalk.
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