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Michael Mauboussin is the Head of Consilient Research at Counterpoint Global, a $70 billion equity manager. Michael is renowned for his ...
YouTube-Capital Allocators with Ted Seides
2024/02/19Brought to you by Athletic Greens's AG1 ·, House of Macadamias ·, and Shopify · Michael Mauboussin (@mjmauboussin) is Head of Consilient Research ...
YouTube-Tim Ferriss
2023/03/05Intro
Latin roots.
No business education? No problem!
The best food industry analyst.
Consilience.
Complex adaptive systems.
Diversity.
The wisdom of crowds.
The minimum effective dose of cognitive diversity.
Designing experiments.
Against the Gods and Complexity.
Value investing and the Santa Fe Institute.
A brief 21st-century asset class tour.
Base rates and horses.
Good vs. great investors.
Expanding options when making decisions.
Favorite failures.
Counteracting overreliance on experts.
Intuition.
Time management tenets.
Parental resources.
Perspectives gained by learning about complex adaptive systems.
Recommended reading.
Michael’s billboard.
Parting thoughts.
Michael Mauboussin is Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management.
YouTube-Norges Bank Investment Management
1か月前Book Talk with Michael Mauboussin - "Expectations Investing". 19K views · 2 years ago ...more. Columbia Business School. 92.4K.
YouTube-Columbia Business School
2021/10/01Opening remarks
How has the world changed since the first version of the book?
Cash Flows
Balance sheet and invested capital calculations
How to use Expectations Investing
Economies of scale
Supply Chain Issues
Distinguishing between maintenance and investment SG&A
Opportunity Cost
Counterpoint's venture investing strategy
"Financial Thought Leader" Michael Mauboussin, Chief Investment Strategist of Legg Mason Capital Management, explains why its getting harder ...
YouTube-WEALTHTRACK
2011/06/24動画の見どころ1/10枚目 Recency Bias
動画の見どころ2/10枚目 The Paradox of Skill
動画の見どころ3/10枚目 Position It in Your Portfolio
動画の見どころ4/10枚目 Institutional Barriers
動画の見どころ5/10枚目 Dividends
動画の見どころ6/10枚目 Capital Accumulation
動画の見どころ7/10枚目 The Absolute Expected Returns for Equities
動画の見どころ8/10枚目 The Inside versus the Outside View
動画の見どころ9/10枚目 Rate of success
動画の見どころ10/10枚目 Value Investing
Perhaps the best-kept secret of any writer is the ability to find inspiration in unconventional places. And that's Michael Mauboussin in a ...
YouTube-David Perell
2024/03/06動画の見どころ1/18枚目 Introduction
動画の見どころ2/18枚目 Writing is understanding
動画の見どころ3/18枚目 Paradox of skill
動画の見どころ4/18枚目 Storytelling
動画の見どころ5/18枚目 Curse of knowledge
動画の見どころ6/18枚目 Writing style
動画の見どころ7/18枚目 Wisdom of crowds
動画の見どころ8/18枚目 Gathering domain expertise
動画の見どころ9/18枚目 Michael's career
動画の見どころ10/18枚目 Research process
動画の見どころ11/18枚目 Finding new things
動画の見どころ12/18枚目 Finding your edge as a writer
動画の見どころ13/18枚目 Outlining
動画の見どころ14/18枚目 Cormac McCarthy
動画の見どころ15/18枚目 World of synthesis
動画の見どころ16/18枚目 Learning by doing
動画の見どころ17/18枚目 Editing process
動画の見どころ18/18枚目 Injecting personality
Michael Mauboussin is the author of The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing, Think Twice: ...
YouTube-What Got You There
2022/07/17動画の見どころ1/10枚目 What Got You There?
動画の見どころ2/10枚目 Finding Your Passions
動画の見どころ3/10枚目 Balancing Exploration vs. Exploitation
動画の見どころ4/10枚目 Michael's Philosophy
動画の見どころ5/10枚目 The Buckley School Of Public Speaking
動画の見どころ6/10枚目 Michael's Book Recommendations
動画の見どころ7/10枚目 Heuristics & Biases
動画の見どころ8/10枚目 Actively Open-Mindedness
動画の見どころ9/10枚目 Complex Systems
動画の見どころ10/10枚目 Conclusion
EP 121: Tactics for better decision making, and skill versus luck w/ Michael Mauboussin Michael Mauboussin is a Managing Director and Head ...
YouTube-Chat With Traders
2017/04/21動画の見どころ1/10枚目 Links to Resources
動画の見どころ2/10枚目 Auditing the Quality of Your Decisions
動画の見どころ3/10枚目 Recency Bias
動画の見どころ4/10枚目 Phase Transitions
動画の見どころ5/10枚目 The Inside Outside View
動画の見どころ6/10枚目 Fresh Books
動画の見どころ7/10枚目 The Brain Creating Narratives
動画の見どころ8/10枚目 How Does One Build Trust in Their Process
動画の見どころ9/10枚目 Standard Deviation of Distribution
動画の見どころ10/10枚目 Subscribe to the Podcast
On February 13, 2024 MIT hosted a virtual conversation with Michael J. Mauboussin, Head of Consilient Research at Counterpoint Global.
YouTube-MIT Career Advising & Professional Development
1か月前Investing legend Michael Mauboussin is Head of Consilient Research at Counterpoint Global. Previously, he was Director of Research at ...
YouTube-The Investor's Podcast Network
2022/02/10動画の見どころ1/12枚目 Intro
動画の見どころ2/12枚目 Michael Mauboussin’s early career working under the tutelage of Bill Miller
動画の見どころ3/12枚目 His introduction to the Santa Fe Institute and how it shaped his investing style
動画の見どころ4/12枚目 Updating Expectations Investing book
動画の見どころ5/12枚目 The 3 steps of what Michael Mauboussin calls Expectations Investing
動画の見どころ6/12枚目 The concept of reflexivity
動画の見どころ7/12枚目 The problem with investing based simply on multiples
動画の見どころ8/12枚目 The rise of intangibles - what are they and how to look through them
動画の見どころ9/12枚目 The golden rule of share buybacks and why they are controversial to some
動画の見どころ10/12枚目 How to calculate a company's competitive moat
動画の見どころ11/12枚目 How Michael has updated the Security Analysis course at Columbia
動画の見どころ12/12枚目 How to determine your own cost of capital
Luck plays a much greater role in short-term investment results than many investors may think. Credit Suisse's Michael Mauboussin explains ...
YouTube-Credit Suisse
2013/12/17動画の見どころ1/8枚目 How Much of a Role Does Skill and Luck Play and Our Successes and Failures
動画の見どころ2/8枚目 Investment Results
動画の見どころ3/8枚目 How Can Investors Put these Insights To Work and Making Investment Decisions
動画の見どころ4/8枚目 Heuristics
動画の見どころ5/8枚目 Distinguish between Fundamentals and Expectations
動画の見どころ6/8枚目 Dumb Money
動画の見どころ7/8枚目 How Do Investors Do Worse than the Funds They'Re Investing
動画の見どころ8/8枚目 Dumb Money Effect
Michael Mauboussin, director of research at BlueMountain Capital Management, discusses the five most common behavioral mistakes he sees ...
YouTube-Real Vision
2018/09/20THE FIVE BEHAVIORAL MISTAKES INVESTORS MAKE
WHY DO BEHAVIORAL MISTAKES MATTER?
WHAT'S THE FIRST MISTAKE INVESTORS MAKE?
WHAT'S THE THIRD MISTAKE INVESTORS MAKE?
WHAT'S THE FOURTH MISTAKE INVESTORS MAKE?
WHICH MISTAKE IS MOST IMPORTANT TO OVERCOME?
WHAT TECHNIQUES CAN INVESTORS USE TO OVERCOME BEHAVIORAL MISTAKES?
DO THE TYPES OF MISTAKES MADE SHIFT WITH THE ECONOMIC CYCLE?
HOW HAS YOUR THINKING ON BEHAVIORAL MISTAKES CHANGED?
FAILURE TO USE BASE RATES • FAILURE TO UNDERSTAND REGRESSION TO THE MEAN
As part of Fordham University's Gabelli School of Business Speaker Series, Michael Mauboussin, head of consilient research at Counterpoint ...
YouTube-Fordham Gabelli School of Business
2021/11/09No one intentionally makes bad decisions. Yet we make them all the time. In fact, some of the worst disasters in recent history--the ...
YouTube-Effective Philanthropy
2011/05/23Michael Mauboussin is Head of Consilient Research at Counterpoint Global. Previously, he was Director of Research at BlueMountain Capital, ...
YouTube-20VC with Harry Stebbings
2022/11/04動画の見どころ1/21枚目 How Michael Spends His Time Today
動画の見どころ2/21枚目 Luck vs. Randomness
動画の見どころ3/21枚目 How to Build a Process for Investing
動画の見どころ4/21枚目 Thesis-driven Investing
動画の見どころ5/21枚目 How to Encourage Your Team to Speak their Mind
動画の見どころ6/21枚目 EXPLAINED: Everything is a Discounted Cash Flow
動画の見どころ7/21枚目 The Increased Supply of Capital in Venture
動画の見どころ8/21枚目 When is the right time to exit a position?
動画の見どころ9/21枚目 Concentrated vs. Diversified Portfolios
動画の見どころ10/21枚目 Advice for Young Investors Seeing their First Downturn
動画の見どころ11/21枚目 Comparing the Crash of 1987 to Today
動画の見どころ12/21枚目 Pandemic & War: Are we in unprecedented times?
動画の見どころ13/21枚目 The Value Reshuffling in the Public Markets
動画の見どころ14/21枚目 Michael's Favourite Book
動画の見どころ15/21枚目 What makes Bill Gurley special?
動画の見どころ16/21枚目 Michael's Biggest Strength/Weakness
動画の見どころ17/21枚目 Best Investment Advice Michael Ever Received
動画の見どころ18/21枚目 Where would Michael invest $100k right now?
動画の見どころ19/21枚目 Michael's Biggest Investing Mistake
動画の見どころ20/21枚目 Michael's Exercise Routine
動画の見どころ21/21枚目 Why do you still do what you do?
Description: What role, exactly, do skill and luck play in our successes and failures? Some games, like roulette and the lottery, ...
YouTube-Talks at Google
2014/07/22Opening Remarks
Reversion to the mean
How to predict when you'll peak
The average age at which people retire
Why is the Mona Lisa the most famous painting?
Does the pattern of what people do before you influence what you say you like and what you ultimately do?
How much of true performance is luck?
Little Bets
Wisdom of crowds
Closing Remarks
Michael Mauboussin is Head of Consilient Research at Counterpoint Global. Previously, he was Director of Research at BlueMountain Capital, ...
YouTube-20VC with Harry Stebbings
2022/11/04動画の見どころ1/21枚目 How Michael Spends His Time Today
動画の見どころ2/21枚目 Luck vs. Randomness
動画の見どころ3/21枚目 How to Build a Process for Investing
動画の見どころ4/21枚目 Thesis-driven Investing
動画の見どころ5/21枚目 How to Encourage Your Team to Speak their Mind
動画の見どころ6/21枚目 EXPLAINED: Everything is a Discounted Cash Flow
動画の見どころ7/21枚目 The Increased Supply of Capital in Venture
動画の見どころ8/21枚目 When is the right time to exit a position?
動画の見どころ9/21枚目 Concentrated vs. Diversified Portfolios
動画の見どころ10/21枚目 Advice for Young Investors Seeing their First Downturn
動画の見どころ11/21枚目 Comparing the Crash of 1987 to Today
動画の見どころ12/21枚目 Pandemic & War: Are we in unprecedented times?
動画の見どころ13/21枚目 The Value Reshuffling in the Public Markets
動画の見どころ14/21枚目 Michael's Favourite Book
動画の見どころ15/21枚目 What makes Bill Gurley special?
動画の見どころ16/21枚目 Michael's Biggest Strength/Weakness
動画の見どころ17/21枚目 Best Investment Advice Michael Ever Received
動画の見どころ18/21枚目 Where would Michael invest $100k right now?
動画の見どころ19/21枚目 Michael's Biggest Investing Mistake
動画の見どころ20/21枚目 Michael's Exercise Routine
動画の見どころ21/21枚目 Why do you still do what you do?
We all know that both skill and luck are important in shaping outcomes in life. But how, exactly, should we think about the relative roles ...
YouTube-Santa Fe Institute
2019/03/20動画の見どころ1/10枚目 Opening Remarks
動画の見どころ2/10枚目 Defining Skill
動画の見どころ3/10枚目 The Three Easy Lessons
動画の見どころ4/10枚目 The Paradox of Skill
動画の見どころ5/10枚目 Age of winners in tennis
動画の見どころ6/10枚目 Question of the Day: Which is the most famous painting in the world?
動画の見どころ7/10枚目 The Music Lab Experiment
動画の見どころ8/10枚目 How do we improve our skill?
動画の見どころ9/10枚目 Closing thoughts
動画の見どころ10/10枚目 Conclusion
We sit down with the one & only Michael Mauboussin to dive deep into his incredible body of work: untangling skill and luck, measuring moats ...
YouTube-Acquired
2021/10/05Financial Thought Leader Michael Mauboussin explains the important roles luck and skill play in investment success and how to harness both ...
YouTube-WEALTHTRACK
2012/12/14動画の見どころ1/10枚目 Introduction
動画の見どころ2/10枚目 What skills really count in investing
動画の見どころ3/10枚目 Heuristics and Biases
動画の見どころ4/10枚目 The importance of analytical, behavioral and organizational skills
動画の見どころ5/10枚目 Factor Bets
動画の見どころ6/10枚目 Predictive qualities and persistence
動画の見どころ7/10枚目 How poorly do individuals do compared to the mutual funds they invest in?
動画の見どころ8/10枚目 The Arc of Scale
動画の見どころ9/10枚目 One Investment We All Should Own
動画の見どころ10/10枚目 Outro