Aug 2023 Market Outlook & Discussion
Recorded on August 10th. The video version is available via YouTube: https://youtu.be/uoRfXFUAips
The Variant Perception Podcast
At Variant Perception, we search for first principles answers to fundamental investing questions. We draw from diverse sources, from historians, to famous investors, to disease contagion models, and we avoid overfitted black boxes.
At Variant Perception, we search for first principles answers to fundamental investing questions. We draw from diverse sources, from historians, to famous investors, to disease contagion models, and we avoid overfitted black boxes.Listen on
Recent Episodes









