Podcasts Business Investing Capital Allocators – Inside the Institutional Investment Industry [REPLAY] Michael Mauboussin Whos on the Other Side (Capital Allocators, EP.99)

[REPLAY] Michael Mauboussin Whos on the Other Side (Capital Allocators, EP.99)

Published: March 23, 2020, 9:15 a.m.

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Michael Mauboussin is the well-known investment strategist currently plying his wares at Blue Mountain Capital. He joined me for the second time to discuss his new research entitled \\u201cWho\\u2019s on the Other Side?\\u201d

Our conversation dives into the work, discussing how investors can focus on process over outcome, the four types of investment edges, behavioral traits of single and group portfolio managers, portfolio position weighting, informational edges available from paying attention and complexity, the principal-agent issues that create cycles and opportunities during dislocations, the growth of private markets, and implementing his research. We close with a discussion of data analytics in the game of lacrosse.

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