Consilient Observations in a Crisis
With:
Michael Mauboussin
Episode: 127
March 22, 2020
Capital Allocators
Mini-Series
Michael Mauboussin is the Head of Consilient Research at Counterpoint Global and fortunately, a regular guest on the show...
Michael Mauboussin
-
Consilient Observations in a Crisis
Episode: 127
March 22, 2020
Capital Allocators
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Episode Description:
Michael Mauboussin is the Head of Consilient Research at Counterpoint Global and fortunately, a regular guest on the show. Michael is an astute researcher of behavior, decision-making and complex systems, and I reached out to him to get his reasoned temperature on the current climate.
We discussed frameworks for making good decision in turbulent markets, monitoring stress, assessing valuation, and determining where to look for opportunities. We then touch on Michael’s current research and detour to our inevitable topic to sports.
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All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.