Thinking About the Stock Selection Process
“When investors talk about expectations, they are usually talking about the wrong expectations.” -Michael...
Transcript: Michael Mauboussin
The transcript from this week’s, MiB: Michael Mauboussin on Stocks, is below. You can stream and download our full...
MiB: Michael Mauboussin on Stocks
This week, we speak with Michael Mauboussin, head of consilient research at Morgan Stanley Investment Management’s...
Transcript: Maureen Farrell
The transcript from this week’s, MiB: Maureen Farrell on the Cult of We is below. You can stream and download our...
MiB: Maureen Farrell on the Cult of We
This week, we speak with New York Times business reporter Maureen Farrell, who co-authored the 2021 book “The Cult of...
Transcript: John Doerr
The transcript from this week’s, MiB: John Doerr, Kleiner Perkins, is below. You can stream and download our full...
MiB: John Doerr, Kleiner Perkins
This week, we speak with legendary venture capitalist John Doerr, chairman of Kleiner Perkins. His latest book is “Speed...
Transcript: Steve Fradkin
The transcript from this week’s, MiB: Steve Fradkin Northern Trust, is below. You can stream and download...
MiB: Steve Fradkin Northern Trust
This week, we speak with Steven Fradkin, president of Northern Trust’s wealth management business unit, which...
Wages, Inflations & the Economy
I spend an hour chatting with Pete about wages, inflation, and why so many economists are experts about the way the world...