The Resilience of Narratives

I'm curious to get your thoughts on narratives you know it sounds like the half life for a lot of these narratives is just gone down. What's an enduring narrative and that will persist especially as a trader as an investor as someone that's been around the space for so long. You kind of want to I'm curious like what your average holding period is how comfortable you are holding things along term horizonHow you manage risk. Maybe opening up a little bit into kind of your frameworks and your style of investing.