Jim Flynn - Building a Healthcare Investment Platform Across Public, Private, and Venture
Jim Flynn is the Managing Partner of Deerfield Management, a healthcare-focused investment firm overseeing approximately $16 billion in assets. In this episode, hosts Michael Mauboussin and Tano Santos speak with Jim about his path from studying biology and economics to leading one of the industry'…
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 Global Financial C…
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 philosophy before examining …
Don't Fight the Bond Market - Market Barometer, Jul-26
For the first time, I'm bringing my Monthly Market Barometer—previously available only through the Sweat Your Assets newsletter—to the podcast.
Every month I step back from the daily market noise to explain what really moved markets, why it matters, and what long-term investors should pay attention…
#28 Michael Mauboussin: A Decision Making Jedi
Michael Mauboussin returns for a fascinating encore interview on the Knowledge Project. We geek out on decision making, luck vs. skill, work life balance, and so much more. *** Michael Mauboussin is back as a returning guest on the Knowledge Project! He was actually the very first guest on the p…
#1 Michael Mauboussin: When To Trust Your Gut
Multiple best selling author and financial strategist Michael Mauboussin shares his wisdom on parenting, daily routines, reading, and how to make better decisions. Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, searchable transcripts, member-only episodes, and …
It's actually Cook to Chef to Entrepreneur
Apply for Coaching with Repertoire
Written version of this episode on the Repertoire blog
My episode on “Cook to Chef” from 2019
7shifts FREE 2026 Industry Report
Reps Series of Skill Exercises from Repertoire
Episode with Chris Spear
Sorcerer’s Apprentice book by Lisa Abend
The E-Myth Revisited bo…
The First Metric Every Investor Must Check Before Buying
When analyzing a stock for the first time, retail investors often get blinded by stock price charts, flashy marketing, or news headlines. But if you want to know whether a business is actually compounding value, you have to look at the top line: Revenue Growth. In this episode, Stephen and Andrew b…
Howard Marks & Michael Mauboussin: The Art of Clear Thinking
Over the history of this podcast there are two people who have probably influenced the way I think more than anyone else: Howard Marks and Michael Mauboussin.
For this special episode, I went back through my conversations with both of them and brought together the sections I continue to learn from…
What Shaped Your Career Success
Preview:
We tend to remember our corporate career success as a story of effort, judgment and capability. But that is rarely the whole story. Timing matters. Context matters. Relationships matter. Opportunity matters. So do the people whose contributions may no longer appear in the version of the s…
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