Investment Strategist and Author
Michael J. Mauboussin is an American investment strategist who heads consilient research at Morgan Stanley's Counterpoint Global, noted as one of Wall Street's most creative minds. He is the author of The Success Equation and More Than You Know, and an adjunct professor of finance at Columbia Business School.
by Michael J. Mauboussin
Mauboussin draws on psychology, complexity theory, evolutionary biology, and sports to build a multidisciplinary toolkit for investors. He argues that great investing requires recognizing probabilistic thinking, base rates, feedback loops, and the difference between skill and luck, insights more often found outside finance textbooks than inside them.
The books Michael J. Mauboussin references, cites, and recommends most frequently.
by Nassim Nicholas Taleb
Taleb exposes how we underestimate luck in life and markets, mistaking random outcomes for skill. Survivorship bias and narrative fallacy lead us to build false stories around chance events.
by Charlie Munger
Munger presents mental models from multiple disciplines, psychology, economics, physics, as tools for better decisions. Real-world problems demand multidisciplinary thinking, not narrow expertise.
by Mihaly Csikszentmihalyi
Csikszentmihalyi identifies the state of total absorption where time vanishes and performance peaks. Flow is not random, it arises from clear goals, immediate feedback, and matched challenge.
by James Surowiecki
Surowiecki shows that diverse, independent groups often outpredict any single expert. Crowd wisdom works with diversity, independence, and good aggregation, and breaks down without them.
Who Michael draws from, and who draws from Michael — aggregated across every book in this collection. Counts show the number of citation links, not the depth of each one.