investment industry

“I think people don't understand the role of luck is huge, and I think we in the industry and society at large celebrate as skill what really is luck, often, not always, and when you're lucky, you can be lucky and come across like a genius, and the mistake we m…”

“When people confuse luck slash time and place with skill or innate ability, and that is rife in the business, and that is definitely one of my pet peeves.”

“This industry doesn't make it easy to shift asset classes, it doesn't make it easy to shift rules when you've become a specialist in something pretty early on and reached a pretty high level pretty early on.”

“If you have a notion of getting better, learning from mistakes, showing vulnerability, having a growth mindset, the industry writ large will be very quick to ascribe the term drift, style drift, process drift, thesis drift.”