Michael Mauboussin’s ”Man Overboard Moment” and Sector Rotation -

Michael Mauboussin’s ”Man Overboard Moment” and Sector Rotation

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In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the ”man overboard moment” Michael Mauboussin wrote about in a 2015 white paper entitled, ”Managing the Man Overboard Moment.” We also talk about the concept of ”sector rotation.”

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