Capital Allocators – Inside the Institutional Investment Industry [REPLAY] Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
Mar 18, 2024
Jonathan Tepper, founder of Variant Perception and author of "The Myth of Capitalism," shares insights into the complexities of modern capitalism. He discusses how his unique upbringing influenced his economic understanding and the development of forecasting models. Tepper explores the rise of monopolies in various industries, including tech, and critiquing their impact on competition and inequality. He emphasizes the importance of systematic research for investors and proposes reforms to combat monopolistic practices, ultimately advocating for a more competitive market landscape.
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Unusual Upbringing
- Jonathan Tepper's parents were missionaries in Spain.
- They started a drug rehab center run by addicts themselves.
Impact of Upbringing
- Tepper learned entrepreneurial and leadership lessons from his parents.
- His parents empowered those who excelled, fostering growth and retention.
Early Economics Education
- Tepper's interest in economics stemmed from observing currency fluctuations' impact on Big Mac prices.
- He used his brother's textbooks to learn economics, completing two years of college-level coursework before enrolling.
