Michael Mauboussin - Man + Machine, Moats, and Power of the Outside View - [Invest Like the Best, EP.37]
Invest Like the Best with Patrick O'Shaughnessy
The Growth of Index Funds
In the paper you published, you cited kind of four key drivers of this whole movement. You've touched on doel as an example, market, environment, technology and sort of the balancet. Use your poker analogy, again, like the balance between informed and uninformed cellerss Maybe ou just kind of flesh out that framework of how those those four variables have changed our industry,.Kind of going back to maybe the seventies, yes, don't exactly. So the regulation one's the first one. Technology is really a big component. And then, as you point out, that goes back to the grosman stigulats, which used to be called '
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