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Mind of the Manager

Financial quotes for the week

Published: 05/04/2024

The act of compounding is invisible in the short-term, but ridiculously visible over the long-term.

James Bullock, portfolio manager at Lindsell Train

“Remember that nobody accepts randomness in his own success, only his failure.”

Nassim Taleb, statistician and essayist

“In the last six months, leveraged credit markets have experienced what we call a “lift-a-thon” – almost everything has rallied. While this rally has hit a few speed bumps in the first quarter – due to stickier-thanexpected inflation – the positive trend persists.”

Robert O’Leary, co-CEO and Portfolio Manager at Oaktree Capital.

“The idea that the future is unpredictable is undermined every day by the ease which the past is explained.”

Daniel Kahneman, behavioural economist and Nobel Prize winner
Mind of the Manager
Mind of the Manager
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