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Artwork for The Variant Perception Podcast

The Variant Perception Podcast

VP Research

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

PublishesMonthlyEpisodes26Founded2 years ago
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Artwork for The Variant Perception Podcast

Latest Episodes

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. more

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13 days ago

This video was originally shared with VP clients on February 4, 2024, and is also available on YouTube. more

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25 days ago

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. more

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a month ago

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. more

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a month ago

This video clip is courtesy of The Grant Williams Podcast and is used with permission. more

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2 months ago

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. more

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2 months ago

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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5 months ago

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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6 months ago

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