Michael Mauboussin, every mention
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every year anyone Ted Seides 14Annie Duke 7Patrick O'Shaughnessy 4Mason Morfit 4Paul Enright 3Cameron Hight 3Mark Baumgartner 2Jason Karp 2Scott Wilson 1Paul Johnson 1
Verbatim, from the transcripts: the passages where Michael Mauboussin comes up
SPECIAL ANNOUNCEMENT: Capital Allocators University Online
- ▶ 5:37 Ted Seides People like Michael Mobison are great at curating a lot of knowledge about that as well.
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 8:54 Mason Morfit There was a guy there named Michael Movison who wrote really interesting papers. 4 times in the scene
Ted on Alt Goes Mainstream (EP.458)
- ▶ 32:13 Ted Seides Michael Mobison uses a great acronym, at least in the public markets, BAIT, B-A-I-T.
Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)
- ▶ 6:05 Ted Seides First, Mobison, then two on Milken, and now LaFell.
Annie Duke – The Power of Quitting (Capital Allocators, EP.273)
- ▶ 9:47 Annie Duke I called Michael Moveson. 3 times in the scene
- ▶ 1:15:02 Annie Duke Michael Mobison, who, to be quite honest, I sort of try to hopefully model myself in some small way after the way that he thinks about the world, his brilliance, just how incredibly nice he is as a human, how intellectually generous he is,… 2 times in the scene
Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)
- ▶ 10:47 Paul Enright David is, if you took all of the aspects of Michael Mobison that everybody thinks is amazing, and then all the aspects of Steve Mandel, and you put them together, that's David Ott.
- ▶ 22:08 Paul Enright Mobuson did a study where he showed that when large caps outperform, alpha's harder to find because they crowd everything out.
- ▶ 59:43 Paul Enright And then once you do that, and that's what I would call your inside view, Mobuson again, then I flip it out and you have to have an outside view.
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 52:26 Josh Wolfe I get just a thrill being with Bill Gurley and Michael Mobison and Bill Miller and Dave Krakauer and Jeff West and Cormac McCarthy.
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- ▶ 19:51 David Rosenthal We just had Michael Movison on as a guest to talk all about this.
- ▶ 25:10 Ben Gilbert Until Michael sort of gave us the language of
Ted with Jenny Heller – Compounding Knowledge and Relationships (Capital Allocators, EP.185)
- ▶ 33:26 Ted Seides A number of times, Michael Mobison, a number of times, Gary Klein, and they all have these great nuggets about decision making that I really was not privy to in my 20 years of investing, and I wanted to make sure that when I make…
- ▶ 38:26 Ted Seides So Michael Moveson talks a lot about base rates, the inside view versus the outside view.
Ted with Patrick O'Shaughnessy – Lessons from the World's Elite Money Managers (Capital Allocators, EP.184)
- ▶ 12:04 Ted Seides I had learned so much about decision making, right, starting from kind of Annie Duke and Michael Mobison at a time where I wasn't actively making professional investment decisions that I started to lose track of what all that knowledge was.
Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)
- ▶ 10:20 Scott Wilson Michael Mobison was an equity researcher.
Annie Duke – How to Decide (Capital Allocators, EP.156)
- ▶ 1:10:19 Annie Duke I'll give you an example, and this comes from Michael Mobison and Andrew Mobison. 2 times in the scene
Jason Karp – From Hedge Funds to Health and Wellness at HumanCo (First Meeting, EP.12)
- ▶ 11:35 Jason Karp For me, it was having repeatable process, and then really respecting, and this is what we talked about with Michael Mobison, and, you know, Michael was one of the first pioneers in some of his early writing on this, this concept of process… 2 times in the scene
Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
- ▶ 34:36 Patrick O'Shaughnessy And then I did one with Jason Zweig and one with Michael Mobison and kind of went down the list of people that I knew in the industry, and I just had a blast doing it.
- ▶ 43:36 Patrick O'Shaughnessy Yeah, so, I mean, this gets to kind of Movison's great framework of the sources of excess return, and if you believe in this simple framework, which is basically behavioral, informational, analytical, and
David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
- ▶ 31:33 David Zorub Mike Mobison, who's, you know, sitting here in the front, has written extensively about this.
Mark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study (Capital Allocators, EP.77)
- ▶ 55:47 Mark Baumgartner Folks like Michael Mabison have written about it. 2 times in the scene
Ben Reiter – Moneyball 2.0 (Capital Allocators, EP.64)
- ▶ 44:09 Ted Seides It's this paradox of skill that Michael Movison talks about, that because both sides are getting better and better and better, it's just hard to differentiate.
Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)
- ▶ 16:37 Brian Portnoy I mean, you read Malbussan, and you read Annie Duke, and you read Kahneman, and you read everybody on decision making, and you know, I actually tried the time to think about,
Clare Flynn Levy and Cameron Hight - Moneyball for Managers (Capital Allocators, EP.43)
- ▶ 11:32 Ted Seides So the first is there are behaviors that we know and sort of had a number of conversations the last couple of weeks about this with Michael Moveson and Annie Duke that get in our own way.
- ▶ 47:31 Cameron Hight And I think that your last couple of podcasts, you had a Mobison on, you had Annie Duke on. 2 times in the scene
- ▶ 53:37 Cameron Hight I mean, let's recognize, I keep going back to Mobison, but he's talking about paradox of skill, and so there's a lot of really smart people out there looking at the same thing, so finding really good ideas is incredibly challenging right…
Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
- ▶ 4:11 Ted Seides My conversations with Michael Moveson and Annie Duke suggested frameworks to think about enhanced decision-making processes and prompted a deeper dive into the ways allocators and managers can improve their craft.
Annie Duke - Improving Decision Making [Capital Allocators, EP.39]
- ▶ 17:06 Ted Seides So embedded in that, you talked about a better decision being based on beliefs, and we met through Michael Mosen and talked a lot about Danny Kahneman's work.
Seth Masters – Investment Polymath (Capital Allocators, EP.38)
- ▶ 43:42 Ted Seides There's this notion, Michael Movison, who's just talked to recently, talked the paradox of skill, and that active management is getting that much more challenging as a result.
Deep Dive into Hedge Funds (Capital Allocators, EP.34)
- ▶ 40:49 Patrick O'Shaughnessy Until you just described it that way is when Michael Mobison was on the podcast, we were talking about this paradox of skill that what matters is not absolute skill, but how the competitive landscape, how talented are these managers…
Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
- ▶ 14:46 Paul Johnson And it's that middle piece, the processing piece, that really Sawicki and Page and Mobison and his work have always lumped independence and diversity together.
Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14)
- ▶ 51:40 Ted Seides Uh, Mike Mobison said something not too long ago that if you looked back 10 or 15 years ago and you wanted to get exposure to the U.S. economy, you would invest in the S&P 500 and you invest in venture capital.
Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)
- ▶ 22:25 Ted Seides In fact, Michael Morrison just did a piece where he showed that they measured effectively the difference between time weighted and dollar weighted returns. 2 times in the scene
The Bet with Buffett (Capital Allocators, EP.05)
- ▶ 56:17 Patrick O'Shaughnessy One of the things that I track closely, and Michael Mobison, who we'll be back on actually soon to discuss this, among some other interesting ideas, has been, you know, the most interesting writer on this topic is, he calls it the paradox…