The Variant Perception Podcast
By VP Research
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Category: Investing
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Episodes: 27
Description
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
blog.variantperception.com
| Episode | Date |
|---|---|
|
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 |