Feb 19, 2024
Michael Mauboussin is the Head of Consilient Research at Counterpoint Global, a $70 billion equity manager. Michael is renowned for his ability to articulate important investment concepts backed by academic research. His first of three prior conversations on the show is replayed in the feed. You can find the rest at capitalallocators.com.
Our conversation explores Michael’s most recent piece on pattern
recognition, including when it works and when it doesn’t. We then
transition to discussing the changing nature of public markets,
inspired by another of Michael’s recent research reports entitled
Birth, Death, and Wealth Creation.
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