Michael Mauboussin - Man + Machine, Moats, and Power of the Outside View - [Invest Like the Best, EP.37]

Michael Mauboussin - Man + Machine, Moats, and Power of the Outside View - [Invest Like the Best, EP.37]

My guest today is Michael Mauboussin, who is the head of global financial strategies at Credit Suisse and is on my short list of must read writers on all things investing. If you read his entire catalogue, Howard Marks's memos, and Buffett's shareholder letters, you be sitting pretty. Michael was also a big reason for the early success of this show appearing as my second guest and now my 37th. He and his team have been prolific in the last six months, publishing several long research reports on the most interesting aspects of the investing landscape. In this conversation, we talk about business moats, industry analysis, and how to combine man and machine when building an investment strategy and portfolio. As I tell Michael at the end, you won't be able to listen to this episode at two times speed, because we go deep quickly. For comprehensive show notes on this episode go to http://investorfieldguide.com/michael For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag

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Christopher Cole –  Small Bets, Huge Payoffs - [Invest Like the Best, EP.13]

Christopher Cole – Small Bets, Huge Payoffs - [Invest Like the Best, EP.13]

My guest this week is Christopher Cole, founder and managing partner at Artemis Capital Management. Chris’s specialty is in long volatility strategies, setting up portfolios that will benefit from sig...

29 Marras 20161h 6min

Kevin Simler –  Exploring the Frontier - [Invest Like the Best, EP.12]

Kevin Simler – Exploring the Frontier - [Invest Like the Best, EP.12]

Today’s episode features one of my favorite thinkers and writers: Kevin Simler.  Kevin has a background in technology and was one of the earliest employees at Palantir Technologies.  Palantir speciali...

22 Marras 20161h 12min

Craig Shapiro – Better for You, Better for the World - [Invest Like the Best, EP.11]

Craig Shapiro – Better for You, Better for the World - [Invest Like the Best, EP.11]

This week Patrick takes a deep dive in the world of Venture Capital with Craig Shapiro, founder and CEO of the New York based Collaborative Fund, which was an early investor in companies like Lyft, Ki...

14 Marras 201657min

Brent Beshore – Cultivating a Disaster Resistant, Compound Interest Machine - [Invest Like the Best, EP.10]

Brent Beshore – Cultivating a Disaster Resistant, Compound Interest Machine - [Invest Like the Best, EP.10]

This week’s guest is Brent Beshore, Founder and CEO of adventur.es, a family of companies that invests in family-owned companies. Brent has a very specific mission with this company, to cultivate a di...

8 Marras 20161h 38min

Jon Stein – The State of Automated Investing - [Invest Like the Best, EP.09]

Jon Stein – The State of Automated Investing - [Invest Like the Best, EP.09]

Would you be comfortable with a robo-advisor running your entire investment portfolio?  That’s the hope of our guest this week, Jon Stein, founder and CEO of Betterment.  Betterment manages $5 billion...

1 Marras 201642min

Kiley Adams – An Internal Locus of Control - [Invest Like the Best, EP.08]

Kiley Adams – An Internal Locus of Control - [Invest Like the Best, EP.08]

This episode is a major departure from the norm.  My guest, Kiley Adams, is only 21 years old. She has crammed more learning and adventure into two decades than most people could hope to in a lifetime...

28 Loka 201639min

Ted Seides – A Deep Dive into Hedge Funds - [Invest Like the Best, EP.07]

Ted Seides – A Deep Dive into Hedge Funds - [Invest Like the Best, EP.07]

This week’s guest has forgotten more about hedge funds than most people will ever know. This episode will appeal to managers, allocators and any investor interested in the world of hedge funds.  Ted S...

25 Loka 20161h 19min

Humble Giants – Vanguard’s Gerry O’Reilly and Jim Rowley - [Invest Like the Best, EP.06]

Humble Giants – Vanguard’s Gerry O’Reilly and Jim Rowley - [Invest Like the Best, EP.06]

There is a good chance that this week’s guests manage your money. This episode is a rare and fascinating look into the world’s largest asset manager. My first guest is Gerry O’Reilly, who is the portf...

18 Loka 20161h 1min

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