We talk to Michael about a wide range of topics, including factor investing, the dangers of simple valuation multiples, the importance of intangible assets, the proper application of base rates and the process of expectations investing.
We hope you enjoy the discussion.
#michaelmauboussin #michaelmauboussinexpectationsinvesting #investinglessons #valueinvesting
LEARN MORE ABOUT MICHAEL MAUBOUSSIN
http://michaelmauboussin.com/
https://twitter.com/mjmauboussin
https://www.expectationsinvesting.com/
ABOUT THE PODCAST
Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.
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