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Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
Capital Allocators – Inside the Institutional Investment Industry
Curiosity and Epistemic Rationality in Investing
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Successful money managers exhibit curiosity about the world, constantly seeking to learn. They possess the ability to embrace new information and update their views, known as epistemic rationality. This skill is challenging, requiring mental agility and energy, yet it distinguishes the best investors who excel in seeing the world as it is and adapting to new insights.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode