![Michael Mauboussin - Man + Machine, Moats, and Power of the Outside View - [Invest Like the Best, EP.37]](https://cdn.podme.com/podcast-images/54E155FB0F8008682FFEA4F2EE0E8A64_small.jpg)
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 catal...
16 Mai 20171h 32min
Will Thorndike - How Skilled Capital Allocators Compound Capital - [Invest Like the Best, EP.36]
This week’s guest is Will Thorndike, an author and investor whose book The Outsiders is an all-time favorite of mine. Our conversation is in two parts. First, we dive deep into the lessons of his 8-ye...
9 Mai 20171h 12min
Ted Seides - The Bet with Buffett – Hedge Funds vs. The S&P 500 - [Invest Like the Best, EP.35]
This coming weekend is the annual Berkshire Hathaway shareholder meeting in Omaha. That means this week is the perfect opportunity to discuss a topic which will likely figure prominently at Berkshire ...
2 Mai 20171h 12min
Danny Moses - The Big Short and Beyond - [Invest Like the Best, EP.34]
My guest this week is Danny Moses, who was directly in the middle of the biggest trades in market history, chronicled by Michael Lewis in his book the Big Short. Danny was the head trader on the Front...
25 Apr 20171h 13min
Royce Yudkoff and Rick Ruback – REALLY Private Equity - [Invest Like the Best, EP.33]
In this episode, I continue to pull on one of the most interesting threads that I have uncovered while producing this podcast: the world of permanent equity. My guests today are Royce Yudkoff and Rick...
18 Apr 20171h 25min
SPECIAL EPISODE: Introducing Capital Allocators Podcast with Host Ted Seides
SPECIAL EPISODE: Introducing Capital Allocators Podcast with Host Ted Seides This is a special episode to premiere a new podcast from my friend, Ted Seides. In this show, Capital Allocators, Ted will...
13 Apr 20171h 15min
Boyd Varty – The Art of Tracking - [Invest Like the Best, EP.32]
This week’s episode is the most unique to date. My guest is Boyd Varty, who grew up in the South African Bush, living among and tracking wild leopards. The main theme of our conversation is tracking, ...
11 Apr 20171h 24min
Khe Hy – Quant Hedge Funds and the Fear of Death - [Invest Like the Best, EP.31]
My guest this week is Khe Hy. Khe has a very interesting, two-part story. We start with Khe's career at Blackrock, where he rose to be one of the youngest MDs at the firm, specializing in quantitative...
4 Apr 20171h 47min
