pro cyclicality

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 13, 2019 by Michael Mauboussin · across every show →

Everything said about pro cyclicality, oldest first

May 13, 2019 positive
Insight
Mauboussin: Constant float allows Warren Buffett to invest counter-cyclically
“You think about guys like Warren Buffett, you know, one of the advantages is he's constantly has flowed. He always has money coming in the door and That really helps for you to be able to behave in a way that counters this pro cyclicality.”
Michael Mauboussin May 13, 2019 ▶ 41:43 Michael Mauboussin – Who's on the Other Side (Capital Allocators, EP.99)
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