In case you missed it, our Head of Research Tian Yang was on Stephen Clapham’s Behind the Balance Sheet podcast this week.

From Stephen:

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.

Spotify

Apple