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\u2019s most recent piece on pattern recognition, including when it works and when it doesn\u2019t. We then transition to discussing the changing nature of public markets, inspired by another of Michael\u2019s recent research reports entitled Birth, Death, and Wealth Creation.
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