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

Superinvestors and the Art of Worldly Wisdom

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Using Price Analogues in a More Thoughtful Way

i've always been curious about price analogues, especially when they have a, when they they rhyme with history. And i think it's something that, you knowhas been a very key component to some of the most successful edge fund managers out there. We also apply the technique to find a the appropriate macro kind of historical context. This was essentially how we found a historical row map early in the year for how this year would play out,. which we said was essentially like a 19 84 - and equities crash at the same time. So so that gives you a sense of how we think about, i'm kind of tran sentiment andn analogues.

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