The Variant Perception Podcast
What we got right and what we got wrong (2Q22)
What we got right and what we got wrong (2Q22)
*Recorded on 8th July 2022. A quarterly discussion where the VP team reviews what we've got right and wrong in our research, covering all of the major asset classes: https://youtu.be/_lddgxnlwBs
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.Recent Episodes
