Michael Mauboussin, every mention
13 scenes (said by Ted Seides) · ← back to Michael Mauboussin
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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.
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.
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.
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.
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.
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.
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.
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