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Ep. 77: Michael Mauboussin Interview with Michael Covel on Trend Following Radio

Michael Mauboussin
Michael Mauboussin

Michael Mauboussin supporting his new book The Success Equation is on the podcast now:

Listen to this episode:

Michael Mauboussin Will Make You Think

Michael Mauboussin appeared in my film Broke a few years back and I have always enjoyed his efforts. While not a trend follower much of his work dovetails nicely with the heart and soul of trend following success: human behavior and inefficient markets. Two recent Mauboussin works worth reading (PDF):

The Importance of Expectations. The Question that Bears Repeating: What’s Priced in?
Shaking the Foundation: Revisiting Basic Assumptions about Risk, Reward, and Optimal Portfolios

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