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Tian Yang on Behind the Balance Sheet Podcast
In case you missed it, our Head of Research Tian Yang was on Stephen Clapham’s Behind the Balance Sheet podcast this week.
Variant Perception uses a combination of man and machine, following Gary Kasparov’s maxim that a man with a machine will beat either alone. They have followed this quantamental strategy for some years, long before it became more fashionable. We discuss how Tian solves two puzzles – the fundamentals and what he calls playing the game – the shorter market cycles.
Stephen and Tian discuss:
Where we are in the commodity supercycle
Quantifying the capital cycle
Investing in the age of scarcity
…and much more. Click the buttons below to watch or listen to the podcast.