The Benefits of Thinking of Black Like a Black Swan

Time series momentum and stock selection momentum they're not independent like stock selection momentum can give you an edge within stock exposure but you have massive drawdowns well you can now overlay time series momentum or trend rules on that. You can get the benefit of the trend rules but also be able to capture some of the extra benefit of like the stock selection thing so yeah time series momentum applied everywhere and anywhere is I think a great idea if you have the discipline to actually stick with those programs if you care about long-term capital preservation hey let's talk about some misunderstandings growth versus momentum you know I'm still not sure I exactly even know what growth is but why don't you talk about the

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