Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)

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’s most recent piece on pattern recognition, including when it works and when it doesn’t. We then transition to discussing the changing nature of public markets, inspired by another of Michael’s recent research reports entitled Birth, Death, and Wealth Creation. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

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Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.