Themes in Portfolio Management

I used to do a end of the year list of all the themes that I felt were gonna occur in the following year as an early portfolio manager and every single year I was wrong. A lot of it was because I had sort of biases that recently biases what I was reading or what I was listening to on television, he said. Steve did you try so when you saw some of those themes did you if you saw them break out you tried them but then you cut your lossesYou let the market the stocks tell you what to do intellectually were wrong But it's a pretty printing theme we're not going to have this virus where everyone wears masks for the rest of eternity at least I don't