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.
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Books Referenced
Narrative and Numbers: The Value of Stories in Business
Deep Work: Rules for Focused Success in a Distracted World
The End of Theory: Financial Crises, the Failure of Economics, and the Sweep of Human Interaction
A Demon of Our Own Design: Markets, Hedge Funds, and the Perils of Financial Innovation
Deep Thinking: Where Machine Intelligence Ends and Human Creativity Begins
Links Referenced
Since the end of 2006, investors have withdrawn nearly $1.2 trillion from active
Assessing The Magnitude And Sustainability Of Value Creation
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