
Jul 31 • 17M
What we got right & what we got wrong (2Q23)
Recorded on July 24th. Short clips are available via Youtube at the following link: https://www.youtube.com/watch?v=ZBOGB8VUfAI
Nobody gave us a "how-to-manual", but we have drawn inspiration from countless others in developing VP's analytical framework.
Tian Yang, Head of Research / CEO at Variant Perception
Aaran Param, CFA, Head of Asset Allocation at Variant Perception
Tian and Aaran engage in a discussion where they tie together insights from recent reports and discuss Variant Perception's thought process.
We hope you find value in the conversation.