Michael Mauboussin – Great Migration Public to Private Equity

Invest Like the Best | 1 September 2020 | 0h 59m | Listen Later | iTunes
Interview with Michael Mauboussin about his paper on the migration of investment from public to private markets in the USA. Explore the reasons for this shift, the biggest overall changes in capital markets, what the future may hold, the rise of intangible asset investments, employee-based compensation as a form of financing, and more.

Michael Mauboussin – Untangling Skill and Luck in Business, Sports, and Investing

What Got You There with Sean DeLaney | 19 July 2020 | 1h 12m | Listen Later | iTunes
Interview with Michael Mauboussin discussing leadership in sport, his thinking and writing processes, books, behavioural biases, and the Santa Fe Institute. Draws in particular on ideas from his book The Success Equation, which is all about distinguishing skill from luck.

Michael Mauboussin – Man + Machine, Moats

Invest Like the Best | 16 March 2017 | 1h 29m | Listen Later  | iTunes
Discussion with Michael Mauboussin on business moats, industry analysis and how to combine man and machine when building an investment strategy and portfolio.