Frederik Journals cover image

Reflections on the Investing Process with Michael Mauboussin

Frederik Journals

00:00

Is There a Hot Hand?

Frederick Druckenmiller had this idea of being self aware in the sense that he says, I have to know whether I'm hot or cold and you pointed out to a related concept these bursts. So there's been a very long I mean a decade so long just to debate and sports about this idea of the hot hand. And, however, this, it's just not that big a factor I mean it's not insignificant but it's not thatbig a factor. Yeah. Frederick there's one other thing that he talked about and I got a couple questions from people about this just to be super clear. He said the main thing that you learned from Soros was something like that

Play episode from 04:32
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app