Howard Marks - Successful Investing Through B...

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Eddie Perkin - Battling Biases and Building Better Investment Teams

In this episode, Michael Mauboussin welcomes Eddie Perkin, former Chief Investment Officer at Eaton Vance and Goldman Sachs Asset Management, to discuss the principles behind better investment decision-making. Eddie shares how his early experiences shaped his investment philosoph ... Show more

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Django Davidson - The Capital Cycle: Finding Opportunity Where Others Aren't Looking

In this episode, hosts Tano Santos and Michael Mauboussin welcome Django Davidson, Partner and Portfolio Manager at Hosking Partners, for a discussion of the capital cycle approach to investing. Django shares how his unconventional upbringing, experience covering banks during the ... Show more

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