Pattern Recognition and Public Markets
With:
Michael Mauboussin
Episode: 370
February 19, 2024
Capital Allocators
Michael Mauboussin is the Head of Consilient Research at Counterpoint Global, a $70 billion equity manager.
Michael Mauboussin
-
Pattern Recognition and Public Markets
Episode: 370
February 19, 2024
Capital Allocators
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Episode Description:
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.
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All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.