The Variant Perception Podcast
By VP Research
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Category: Investing
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Episodes: 35
Description
At Variant Perception, we search for first principles answers to fundamental investing questions. We draw from diverse sources, from historians, to famous investors, to disease contagion models, and we avoid overfitted black boxes.
blog.variantperception.com
blog.variantperception.com
| Episode | Date |
|---|---|
|
Where are we now? VP's 2025 Top 10 Surprises
|
May 29, 2025 |
|
Making CapEx Great Again
|
Nov 17, 2024 |
|
Big Government, Big Business, Big Labor
|
Oct 29, 2024 |
|
The How, What, and Why of VP's Asset Allocation Engine
|
Oct 06, 2024 |
|
3 Key Frameworks - VP August 2024 Asset Allocation Call
|
Sep 01, 2024 |
|
Fixed Income Outlook - VP June 2024 Big Picture Discussion
|
Jun 12, 2024 |
|
US Fiscal: Acute or Chronic - VP May 2024 Big Picture Discussion
|
May 19, 2024 |
|
What We Got Right and What We Got Wrong (1Q24)
|
May 06, 2024 |
|
Fiscal outlook - VP April 2024 Big Picture Discussion
|
Apr 22, 2024 |
|
What's worked, what hasn't, and where to double down - VP March 2024 Global Macro Trading Discussion
|
Apr 05, 2024 |
|
What We Got Right and What We Got Wrong (4Q 2023)
|
Mar 24, 2024 |
|
VP March 2024 Big Picture Discussion
|
Mar 22, 2024 |
|
VP February 2024 Asset Allocation Discussion
|
Mar 03, 2024 |
|
Playing the Game with LPPL
|
Feb 18, 2024 |
|
VP February 2024 Big Picture Discussion
|
Feb 08, 2024 |
|
October 2023 Market Outlook & Discussion
|
Nov 09, 2023 |
|
Sept 2023 Market Outlook & Discussion
|
Oct 07, 2023 |
|
Aug 2023 Market Outlook & Discussion
|
Sep 20, 2023 |
|
What we got right & what we got wrong (2Q23)
|
Jul 31, 2023 |
|
VP January 2023 Market Outlook & Discussion
|
Apr 01, 2023 |
|
What we got right and what we got wrong (4Q22)
|
Feb 11, 2023 |
|
VP December 2022 Market Outlook & Discussion
|
Jan 21, 2023 |
|
VP November 2022 Market Outlook & Discussion
|
Nov 26, 2022 |
|
What we got right and what we got wrong (3Q22)
|
Oct 22, 2022 |
|
VP September 2022 Market Outlook & Discussion
|
Sep 24, 2022 |
|
VP August 2022 Market Outlook & Discussion
|
Aug 27, 2022 |
|
VP July 2022 Market Outlook & Discussion
|
Jul 30, 2022 |
|
What we got right and what we got wrong (2Q22)
|
Jul 09, 2022 |
|
VP June 2022 Market Outlook & Discussion
|
Jun 25, 2022 |
|
VP May 2022 Market Outlook & Discussion
|
Jun 03, 2022 |
|
VP April 2022 Market Outlook & Discussion
|
May 11, 2022 |
|
1Q22 What we got right and what we got wrong
|
Apr 22, 2022 |
|
4Q21 What we got right and what we got wrong
|
Jan 21, 2022 |
|
3Q21 What we got right and what we got wrong
|
Oct 09, 2021 |
|
2Q21 What we got right and what we got wrong
|
Jul 08, 2021 |