Single Best Idea with Tom Keene: Michael Mauboussin

Michael Mauboussin, a prominent thinker in finance and investment, shares intriguing insights on active management and wealth concentration among tech giants like Apple. He explores the rising trend of direct lending and its impact on market liquidity. Mauboussin highlights the importance of mathematical concepts in understanding economic lessons, illustrating his points with examples from the internet boom. He also emphasizes the value of collaboration in driving innovation within the financial sector.