By
Borsgade
In this interview, Michael Mauboussin, Head of Consilient Research at Counterpoint Global, discuss various aspects of investing and market dynamics. Key topics covered in the episode include:
Additionally, Michael discusses the interdisciplinary approach of the Santa Fe Institute, where he is involved, which combines various fields of study to enhance understanding of complex systems.
What you want to do is buy low expectations and sell high expectations. Multiples or yield or other measures might give us an indication of which pond we should be fishing in, but the multiples or the yields are not the answer—they’re steps in the right direction.
So, part of it is just to be really as flexible as possible and say, “Where are the opportunities, and where are expectations mispriced?
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