Michael Mauboussin – Who’s on the Other Side (Capital Allocators, EP.99)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Finance Through Data and Decision-Making
This chapter explores the role of data analysis and artificial intelligence in finance, particularly their impact on active management and market efficiency. It discusses behavioral dynamics, capital allocation, and the importance of structured decision-making processes amid crises, along with the contrasts between public and private markets. Additionally, the dialogue includes a unique analogy between lacrosse and basketball, emphasizing the significance of data analytics in both sports.
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