My guest today is Michael Mauboussin, who is the head of global financial strategies at Credit Suisse and is on my short list of must-read writers on all things investing.

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Books Referenced

Narrative and Numbers: The Value of Stories in Business

Michael Porter books

Deep Work: Rules for Focused Success in a Distracted World

The End of Theory: Financial Crises, the Failure of Economics, and the Sweep of Human Interaction

A Demon of Our Own Design: Markets, Hedge Funds, and the Perils of Financial Innovation

Deep Thinking: Where Machine Intelligence Ends and Human Creativity Begins

Links Referenced

Since the end of 2006, investors have withdrawn nearly $1.2 trillion from active

The Base Rate Book

Assessing The Magnitude And Sustainability Of Value Creation

On the Impossibility of Informationally Efficient Markets

Adaptive Markets: Financial Evolution at the Speed of Thought

Wealth Transfers via Equity Transactions

Buyout Firm Buys $800 Million of Assets From Itself (WSJ)

Amazon’s Empire (Economist)

Stock Market Prices Do Not Follow Random Walks

Michael Mauboussin
Darien Library Meet the Author: Michael Mauboussin (CC BY-ND 2.0) via Flickr
Michael Mauboussin

 

Show Notes

2:31 – Since the end of 2006, investors have withdrawn nearly $1.2 trillion from active

2:44 – The Base Rate Book

2:45 – Assessing The Magnitude And Sustainability Of Value Creation

4:31 – On the Impossibility of Informationally Efficient Markets

17:54 – Adaptive Markets: Financial Evolution at the Speed of Thought

21:53 – Wealth Transfers via Equity Transactions

48:46 – Narrative and Numbers: The Value of Stories in Business

1:04:31 – Michael Porter books

1:25:28 – Deep Work: Rules for Focused Success in a Distracted World

1:25:57 – The End of Theory: Financial Crises, the Failure of Economics, and the Sweep of Human Interaction

1:26:03 – A Demon of Our Own Design: Markets, Hedge Funds, and the Perils of Financial Innovation

1:27:02 – Stock Market Prices Do Not Follow Random Walks

1:27:59 – Deep Thinking: Where Machine Intelligence Ends and Human Creativity Begins

Learn More

For more episodes go to InvestorFieldGuide.com/podcast.

Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub

Follow Patrick on twitter at @patrick_oshag

For iTunes

For comprehensive show notes on this episode go to http://investorfieldguide.com/michael

For more episodes go to InvestorFieldGuide.com/podcast.

Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.

Follow Patrick on Twitter at @patrick_oshag

Article by The Investor's Field Guide