The Systematic Investor #258 | feat. Richard Brennan
We dived deep in this one on the differences between absolute momentum, cross-sectional momentum, ergodic systems, non-ergodic systems and how emergent properties arise in evolving systems when thinking serially as an Outlier Hunter does.
Niels was fiercely applying ice and water to keep me cool and on track but some resistors blew in my circuit and I lost the trail of coherent thought which may have confused listeners. Looking forward to another time where I don’t bite off more than I can chew in a brief episode and can explain myself more clearly.