
Making CapEx Great Again
This post is an excerpt from a video originally shared with VP clients on November 7, 2024. Link to original video here. To gain access to more of our research, contact us here. Speakers: Tian Yang (CEO & Head of Researc

Hosted by VP Research · 🇺🇸 US · EN · 34 episodes
Established thought leaders with verified media credentials.
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. blog.variantperception.com
VP Research hosts The Variant Perception Podcast, a business show with 34 episodes published.

This post is an excerpt from a video originally shared with VP clients on November 7, 2024. Link to original video here. To gain access to more of our research, contact us here. Speakers: Tian Yang (CEO & Head of Researc

This post is an excerpt from a video originally shared with VP clients on October 11, 2024. Link to original video here. To gain access to more of our research, contact us here. * Speakers: Tian Yang (CEO & Head of Resea

This video was originally shared with VP clients on September 23, 2024. Link to original video here. To gain access to more of our research, contact us here. Speakers: Tian Yang (CEO & Head of Research) and Scott Freeman

This post is an excerpt from our August 28, 2024 market discussion video to VP clients. The full length, original video can be viewed here. * We discuss our recent thematic report: Asset Allocation Using LEIs, Capital Cy

This post is an excerpt from our June 11, 2024 market discussion video to VP clients. The full length, original video can be viewed here. * We review our US Fixed Income Dashboard ahead of the June Fed Meeting and inflat

This post is an excerpt from our May 3, 2024 market discussion video to VP clients. The full length, original video can be viewed here. * We discuss our recent thematic report, The Structural Limits of Fiscal Policy, whi

This video was originally shared with VP clients on April 30, 2024 and can be viewed on the VP Portal here. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episod

This post is an excerpt from our April 7, 2024 market discussion video to VP clients. The full length, original video can be viewed here. Highlights from April 2024 Big Picture discussion: * Investors now view inflation

This post is an excerpt from our March 22, 2024 market discussion video to VP clients. The full length, original video can be viewed here. Highlights from the March 2024 Global Macro Trading discussion: * What's worked a

This video was originally shared with VP clients on February 4, 2024, and is also available on YouTube. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes,

This post is an excerpt from our March 8, 2024 market discussion video to VP clients. The full length, original video can be viewed here. Highlights from the March 2024 Big Picture discussion: * The ongoing rebound in gl

This post is an excerpt from our February 19, 2024 market discussion video to VP clients. The full length, original video can be viewed here. Each month, we plan to have separate, more targeted market discussion calls, c

This video clip is courtesy of The Grant Williams Podcast and is used with permission. Investors need to be aware of when market participants are acting for reasons other than economic. Our LPPL (log periodic power law)

US fiscal and labor hoarding have been key supports for US growth. Under-the-hood issues of tax receipts and job openings suggest an elevated dependence on deficit spending, creating inflation upside risk. The AI investm

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.variantperception.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.variantperception.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.variantperception.com

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 disc

Macro themes: • US Recession Signal active + LEIs point to deep downturn in 1H23. • Inflation LEIs showing a clear rollover across most of the world (ex Japan and eurozone). • Stick with risk-off asset allocation • When

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.variantperception.com
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The Variant Perception Podcast is hosted by VP Research. The show is categorised under business (investing) and has published 34 episodes.
The Variant Perception Podcast has published 34 episodes.
The Variant Perception Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
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