At the Money: Contrarian Investing

Masters in Business

Bloomberg

Business, Investing

4.4 • 2.2K Ratings

🗓️ 3 January 2024

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

Is contrarian investing a solid strategy, or a fool's errand? In this episode, Barry Ritholtz discusses the issue with Michael J. Mauboussin. Mauboussin is Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. Previously, he was Director of Research at BlueMountain Capital, Head of Global Financial Strategies at Credit Suisse, and Chief Investment Strategist at Legg Mason Capital Management.

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0:48.0	You don't need to follow me. You don't need to follow anybody you've got to think to yourself you're all
0:57.4	individual yes we're all individual.
1:03.0	You're all different.
1:05.0	Yes, we are all different.
1:10.0	Everybody wants to be a contrarian.
1:12.0	We want to be the person who sells at the top as green consumes the crowd or buys into the lows when the panic mob loses its mind and causes a crash. It's an ironic romantic image. The
1:26.2	swashbuckling trader besting the mob. It is very, very hard to do. I'm Barry Ritholz and on today's edition of At the Money we're going to discuss
1:36.6	why it's so difficult to buck the crowd. To help us unpack all of this and what it means for your portfolio, let's bring in Michael Mobison,
1:46.0	head of conciliate research at Morgan Stanley's counterpoint global division.
	...

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