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“We set up Variant Perception to solve our own investing needs. Most investment strategy and economic research we read was highly idiosyncratic and dependent on a guru or some strategist with a crystal ball. While they occasionally got some big calls right, they also missed…
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In case you missed it, our Head of Research Tian Yang was on Blockwork’s Forward Guidance Podcast last week. From Jack Farley at Blockworks: In the…
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The main downside risk today that the market may not fully appreciate is the reversal of the historically large post-Covid bullwhip effect, which pulled…
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VP July 2022 Market Outlook & DiscussionListen now (33 min) | *Recorded on 14th July 2022 https://youtu.be/OeyfsEo_Hm0
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We have big goals and we are moving fast to achieve them
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With lots of noisy market narratives flooding our inbox, we share some of VP’s cyclical tools that lay out the 6-12 month investing backdrop. The below…
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In case you missed it, our Head of Research Tian Yang was on Real Vision’s Expert View in June. From Real Vision: The last time Tian Yang was on Real…
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What we got right and what we got wrong (2Q22)Listen now (14 min) | *Recorded on 8th July 2022. A quarterly discussion where the VP team reviews what we've got right and wrong in our research…
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