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

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Appears in this episode

VP Research
Nobody gave us a "how-to-manual", but we have drawn inspiration from countless others in developing VP's analytical framework.
Episode details

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.