[REPLAY] Michael Mauboussin – Who’s on the Other Side (Capital Allocators, EP.99)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Investment Insights
This chapter explores the analytical dimensions of investing, emphasizing the advantages institutional investors have over individuals, backed by empirical evidence. It discusses the importance of effective information processing, portfolio construction, and the influence of behavioral finance concepts like overconfidence and confirmation bias on investment decisions. The chapter also highlights the evolving role of technology in active management and its implications for market efficiency and long-term forecasting.
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