Episode 9: Michael Mauboussin - Head of Consilient Research at Counterpoint Global

Today, we had the privilege of speaking with Michael Mauboussin, one of the most respected minds in value investing. With a career spanning decades in finance, Michael has been at the forefront of applying behavioral science, probability, and market efficiency to investment strategy.

Michael began his career after earning his degree from Georgetown University, later becoming a longtime Chief Investment Strategist at Legg Mason Capital Management. He has since held senior roles at Credit Suisse and Morgan Stanley, where he has shaped investment thinking with his deep research into expected value, skill vs. luck, and the psychology of markets.

Beyond his professional work, Michael is a prolific author, having written several essential books, including The Success Equation and More Than You Know, which explore how to make better decisions in uncertain environments. He also serves as an adjunct professor at Columbia Business School, where he teaches and mentors the next generation of investors.

In this episode, we dive into Michael’s journey, his perspectives, and his advice for investors at every level. Whether you’re a professional or just starting out, this conversation is packed with insights that will change how you approach investing. We hope you enjoy!