Macro Voices MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves
49 snips
Mar 13, 2025 
In this discussion, Tian Yang, CEO of Variant Perception, shares his insights on the current economic landscape and investment strategies. He explores the impact of unconventional policies on macroeconomic indicators and emphasizes the complexities of inflation and potential recession risks. The conversation also addresses the significance of asset positioning amidst market volatility and examines key trends in commodities like oil and gold. Yang's expertise shines as he highlights crucial strategies for navigating the evolving financial markets.
AI Snips
Chapters
Transcript
Episode notes
LEIs in the Trump Era
- Trump's policies are bold and unorthodox, impacting various markets.
- LEIs are crucial for understanding these new trends, but context is key.
Potential Recession Paths
- Variant Perception analyzes potential recession paths.
- They consider fiscal risks, tariffs, housing, and private credit.
US Equities Outlook
- Variant Perception's model suggests downside risks for equities.
- They recommend focusing on sector selection, like overweighting energy.