Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill

The Investors First Podcast

CFA Society Orlando द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री CFA Society Orlando या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

3M ago 1:05:46

MP3•एपिसोड होम

In this episode, we have the pleasure of hosting Michael Mauboussin, Michael is a highly respected figure in finance, celebrated for his deep insights into decision-making, behavioral economics, and investing. Michael is currently the Head of Consilient Research at Counterpoint Global (part of Morgan Stanley Investment Management). He also serves as an adjunct professor of finance teaching Security Analysis at Columbia Business School (since 1993), teaching essentially the same class that Ben Graham started teaching in 1920. Michael is chairman emeritus of the board of trustees of the Santa Fe Institute, a leading center for multi-disciplinary research in complex systems theory. Mauboussin is best known for his influential books like "The Success Equation" and "Think Twice," which explore critical concepts such as the interplay of skill and luck in business and the power of counterintuitive thinking, which we will touch on in this episode.

In today’s episode, we cover a wide range of topics, including the ongoing public vs. private equity discussion, luck vs. skill as skill increases, stock market concentration, buybacks, valuation and advice for aspiring investment professionals.

Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & co-host Chris Cannon (CIO/Principal, FirsTrust)

Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com

86 एपिसोडस

#MBA #Trading #Business #CFA Society Orlando #On Covid19