J-curve effect
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 9, 2025 by Roelof Botha · across every show →
Everything said about J-curve effect, oldest first
Oct 9, 2025 negative
Fund managers will continue hiding behind the J-curve to excuse poor returns
“I think people will still hide behind the J curve effect. And they'll say, yeah, my fund is only at 1.5 X right now, but it's only four years in and you know, the winners are going to emerge. And so I think this hope springs eternal dynamic and such a long tim…”