All episodes of Value Investing with Legends

Value Investing with Legends · 2026-07-10 · 56 min · 11,502 words

Eddie Perkin - Battling Biases and Building Better Investment Teams

Listen to the original audio · Transcribed with NVIDIA Parakeet · Why times can differ in your player

Our descendants would look back on the first half of the twenty first century and say, I wish I were alive during that time. Welcome to a new edition of the Valley Investing with Legends podcast. My name is Michael Mogeson, and I'm an adjunct professor at Columbia Business School and a faculty member at the Harborn Center for Gram and Dot Investing. My co host, Tano Santos. the Robert Halburn Professor of Asset Management and Finance at Columbia Business School. and the faculty director at the Heiburn Center.

Couldn't join us today. But we'll be back soon. In many ways, the investment industry has never been better. Lots of bright people, tons of data, extraordinary computing power. Expert networks. And most recently powerful tools. from artificial intelligence.

But the scarce resource may not be people or information. But rather judgment under uncertainty. The ability to make good decisions with incomplete information. Under pressure. And with real capital at risk. Our guest today has spent more than two decades leading global equity teams.

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