Posts filed under “Media”
Michael Mauboussin began his career at Drexel Burnham Lambert in the 1980s through what he describes as a random stroke of good luck. He worked closely with Bill Miller, former chairman of Legg Mason Capital Management, and is now head of global financial strategies at Credit Suisse. He is also an adjunct at Columbia University School of Business.
The role of luck and randomness in the investing process has fascinated Mauboussin for years. Some of his earlier work looked at problems of cognitive bias and why investors find it so difficult to change their minds, even when presented with overwhelming evidence of error and failure. He is the author of numerous books, most recently “The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing.” You can listen to the full interview with Mauboussin here or below; You can download an MP3 of the podcast here.
This is the fourth episode in our new series “Masters in Business” that I’ve created with Bloomberg Radio and Bloomberg View. You can listen to the show on Bloomberg AM on weekends and nationally on Sirius XM channel 119. Our previous interviews are here.
Next week I’ll speak with Jack Brennan, former Vanguard chief executive officer and current chairman emeritus.
• The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing
• More Than You Know: Finding Financial Wisdom in Unconventional Places
• Think Twice: Harnessing the Power of Counterintuition
• Expectations Investing: Reading Stock Prices for Better Returns
Michael Mauboussin at Credit Suisse
I am guest hosting Market Makers today with the delightful Stephanie Ruhle from 10 am-12 pm. We will be talking Argentina, IPOs, Tech, and lots of other good stuff. Check it out here
In today’s “Global Outlook,” Bloomberg’s Barry Ritholtz discusses Israel weighing a possible ground operation to quell weeks of Palestinian rocket fire into its territory. He speaks with Trish Regan on Bloomberg Television’s “Street Smart.”
Will the U.S. Intervene in Israel-Hamas Conflict?
Source: Bloomberg, July 8 2014
> Welcome to Correction Thursday: This morning, I am filling in for Tom Keene from 8:00 – 10:00 am on Bloomberg radio 1130 AM, and channel 119 on Sirius XM. The Taper, market corrections, World Cup, and Europe are all on today’s agenda. on “Bloomberg Surveillance.” You can catch it live, or via podcast at…Read More
On today’s “Chart Attack,” Bloomberg’s Barry Ritholtz looks at a chart that suggests the S&P 500 Index could be headed for a major crash. He speaks with Trish Regan on Bloomberg Television’s “Street Smart.”
What the 1982-87 Parallel to Today Could Mean
JPMorgan’s James Liu, Global Financial Private Capital’s Mike Sorrentino and Bloomberg’s Barry Ritholtz discuss the outlook for U.S. stocks and Federal Reserve monetary policy on “Street Smart.
Are Stocks at the Beginning of a Serious Bull Run?
Alcoa reported second-quarter earnings and sales that beat analysts’ expectations after an increase in the price of aluminum including regional delivery premiums. JPMorgan’s James Liu and Bloomberg’s Trish Regan, Julie Hyman, Matt Miller and Barry Ritholtz take a look at the numbers on “Street Smart
Alcoa Earnings Beat After Jump in Aluminum Premiums
Source: Bloomberg, July 8 2014
Over the past few weeks, I have been dropping hints about a new project I am working on with the folks at Bloomberg. Now that we have an official launch date, I can reveal the details to you. I have over the years, lamented about the state of media (see e.g., this, this and this). …Read More
Bloomberg’s Barry Ritholtz examines investor sentiment about the current bull market, comparing it to past runs and whether or not it can continue to climb. He speaks on “Market Makers
Where’s the Love? Investors Shun Bull Market Rally
Bloomberg June 27 2014
Barry Ritholtz and Alix Steel discuss the new, aggressive approach taken by the U.S. government against banks. They speak on “Market Makers.”
What Prompted a Tougher U.S. Stance on Banks?