Podcast Name
Markets
February 2025
65 minutes minutes
Michael Mauboussin: The One Job of an Equity Investor
Rational Reminder
Mauboussin covers capital allocation strategies, the shifting landscape of private equity, accounting challenges with intangibles and more.
Portfolio Management
January 2020
24 minutes
The Factor Archives: Shareholder Yield
Jim and Jamie discuss capital allocation’s link to returns, the history of dividends and buybacks, and government-mandated repurchase programs.