The Variant Perception Blog
The Variant Perception Podcast
2Q21 What we got right and what we got wrong
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2Q21 What we got right and what we got wrong

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

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The Variant Perception Blog
The Variant Perception Podcast
We build predictive investment models by combining timeless axioms with innovative techniques. Operating at the intersection of market history and data science, we believe that man + machine beats man or machine alone.