Mauboussin: Top investment managers excel at curiosity and epistemic rationality
Michael Mauboussin · Michael Mauboussin - Pattern Recognition and Public Markets (EP.370) · Feb 19, 2024 · at 48:49
Michael Mauboussin discusses the core common attributes of top investment managers with Ted Seides.
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“The thing that almost always strikes me about the best managers that I know is I guess two aspects of it. One is they're always curious about the world and want to learn about the world. And so anytime you find someone in investing who's not curious, you should ask the question as to what's going on. And then the second thing is, which is also, I think, extremely difficult to do is people are willing to see the world as it is. It's called epistemic rationality. So when new information comes in, they're able to update their views.”
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