#54: Tian Yang On The Virtues Of Variant Perception Versus Unconscious Conformity

Variant Perception is an investment research firm founded on the idea that man plus machine beats machine (or man) alone. In an era dominated by passive investing and other purely quantitative strategies with relatively short look back periods on the one hand and rampant speculation in meme stocks and other moon shots on the other, nothing could be more contrarian and perhaps more valuable than taking a more thoughtful approach grounded in historical context and driven by tactical tools that have proven valuable through many market cycles. This is precisely the focus of Variant Perception and its CEO, Tian Yang. In this episode, Tian discusses the details of the firm's unique investment analysis framework and, given the apparent paradigm shifts already underway, how it is especially valuable in assessing markets and the economy today. For notes and links related to this episode visit TheFelderReport.com.

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Jesse Felder worked for the largest firm on Wall Street, co-founded a multi-billion-dollar hedge fund firm and has been active in the markets for over 20 years. This podcast is his journey to talk with a number of superinvestors who have been an inspiration to him in an effort to understand what makes them so successful in the financial markets and in life.