Think Twice: Michael Mauboussin Podcast Interview
Click to Print This Page
In the world of finance, there are myriad investment themes today: crude oil, China/India, Greece and all sovereign debt, a bumper crop in USD, clean/efficient energy, oil spills, OTC derivatives regulation, and the advent of the commodity investor.
How does an individual or an investment committee make sense of the confluence of themes? Michael Mauboussin is an expert in decision making within the investment process and he has a game plan to help you figure it out.
Mauboussin and I are both in Broke: The New American Dream.
I do not have any positions to disclose in the securities mentioned.