Episode 206: Mauboussin, Cowbell and Bogle, Oh My!

<p>In this episode we answer questions from MyContactInfo, Wesley and Adam.  In a tour de force presentation, we discuss Michael Mauboussin&apos;s book, &quot;The Success Equation:  Untangling Skill and Luck in Business, Sports and Investing&quot;, the implications of an all small-cap value portfolio and applying the ideas of Bruce Lee and Emerson to Jack Bogle&apos;s &quot;Common Sense Investing&quot;.  And we also take a frolic and detour into the Twilight Zone.<br/><br/>Links:<br/><br/>CFA Institute Book Review the The Success Equation:  <a href='https://www.cfainstitute.org/en/research/financial-analysts-journal/2013/the-success-equation'>The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing (a review) (cfainstitute.org)</a><br/><br/>Twilight Zone Episode Clips:  <a href='https://www.youtube.com/watch?v=SCcQjEtBfLA'>Twilight Zone: Of Late I Think Of Cliffordville - YouTube</a><br/><br/>Earn &amp; Invest Podcast (#349) Interview of Paul Merriman:  <a href='https://www.earnandinvest.com/episodes-4/are-we-leaving-money-on-the-table'>Are We Leaving Money on the Table? — Earn &amp; Invest (earnandinvest.com)</a><br/><br/>Rational Reminder Podcast Interview of Vanguard&apos;s Former CIO:  <a href='https://rationalreminder.ca/podcast/216'>Episode 216: Gus Sauter: Vanguard&apos;s Former CIO on Indexing, Active Management, and Private Equity — Rational Reminder</a><br/><br/><br/></p><a rel="payment" href="https://www.riskparityradio.com/support">Support the show</a>