business
Hosted by VP Research · business · EN · 34 episodes
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
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Signup to Generate a PitchWe 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.
The Variant Perception Podcast is hosted by VP Research. The show has published 34 episodes to date.
Recent episodes include "Making CapEx Great Again" (17 November 2024, 5 minutes), "Big Government, Big Business, Big Labor" (29 October 2024, 5 minutes), and "The How, What, and Why of VP's Asset Allocation Engine" (6 October 2024, 17 minutes).
The Variant Perception Podcast publishes roughly every two weeks, with episodes averaging 16 minutes across 34 episodes.
Booking probability for The Variant Perception Podcast is 21%, and the host is rated Selective on guests. The Variant Perception Podcast requires a Pod Score of 80 or higher. The Variant Perception Podcast's contact route on record: verified email.
The strongest fits for The Variant Perception Podcast are Investment Banking & Trading and Investing & Wealth Management. The Variant Perception Podcast has a business audience.
VP Research hosts The Variant Perception Podcast, a business show with 34 episodes published.
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The Variant Perception Podcast
<p>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.</p><p>Speakers: Tian Yang (CEO & Head...
The Variant Perception Podcast
<p>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.</p><p>* Speakers: Tian Yang (CEO &...
The Variant Perception Podcast
<p>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.</p><p>Speakers: Tian Yang (CEO & Head of Research) and...
The Variant Perception Podcast
<p>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.</p><p>* We discuss our recent thematic report: Asset Allocation Using LEIs...
The Variant Perception Podcast
<p>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.</p><p>* We review our US Fixed Income Dashboard ahead of the June Fed Meeting...
The Variant Perception Podcast
<p>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.</p><p>* We discuss our recent thematic report, The Structural Limits of Fiscal...
The Variant Perception Podcast
<p>This video was originally shared with VP clients on April 30, 2024 and can be viewed on the VP Portal here.</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get...
The Variant Perception Podcast
<p>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.</p><p>Highlights from April 2024 Big Picture discussion:</p><p>* Investors now...
The Variant Perception Podcast
<p>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.</p><p>Highlights from the March 2024 Global Macro Trading discussion:</p><p>*...
The Variant Perception Podcast
<p>This video was originally shared with VP clients on February 4, 2024, and is also available on YouTube.</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access...
The Variant Perception Podcast
<p>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.</p><p>Highlights from the March 2024 Big Picture discussion:</p><p>* The...
The Variant Perception Podcast
<p>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.</p><p>Each month, we plan to have separate, more targeted market...
The Variant Perception Podcast
<p>This video clip is courtesy of The Grant Williams Podcast and is used with permission. </p><p>Investors need to be aware of when market participants are acting for reasons other than economic. Our LPPL (log periodic...
The Variant Perception Podcast
<p>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.</p><p>The...
The Variant Perception Podcast
<p></p> <br/><br/>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
The Variant Perception Podcast
<p></p> <br/><br/>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
The Variant Perception Podcast
<p></p> <br/><br/>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
The Variant Perception Podcast
<p>Tian Yang, Head of Research / CEO at Variant Perception </p><p>Aaran Param, CFA, Head of Asset Allocation at Variant Perception </p><p>Tian and Aaran engage in a discussion where they tie together insights from...
The Variant Perception Podcast
<p>Macro themes: </p><p>• 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...
The Variant Perception Podcast
<p></p> <br/><br/>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
Recent guests on The Variant Perception Podcast. Study who booked and why before you pitch.
Director of Asset Allocation, School of International Service
Variant Perception
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