Рет қаралды 6,998
Michael Mauboussin is one of the most insightful long-term thinkers in the investing world. For decades, his research has taken deep dives into markets, valuation and how we can all become better long-term investors. He is currently Head of Consilient Research at Counterpoint Global.
We talk to Michael about a wide range of topics, including factor investing, the dangers of simple valuation multiples, the importance of intangible assets, the proper application of base rates and the process of expectations investing.
We hope you enjoy the discussion.
#michaelmauboussin #michaelmauboussinexpectationsinvesting #investinglessons #valueinvesting
LEARN MORE ABOUT MICHAEL MAUBOUSSIN
michaelmaubouss...
/ mjmauboussin
www.expectatio...
ABOUT THE PODCAST
Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.
SEE LATEST EPISODES
www.validea.co...
FIND OUT MORE ABOUT VALIDEA
www.validea.com
FOLLOW OUR BLOG
blog.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
www.valideacap...
FOLLOW JACK
Twitter: / practicalquant
LinkedIn: / jack-forehand-8015094
FOLLOW JUSTIN
Twitter: / jjcarbonneau
LinkedIn: / jcarbonneau