Tian Yang

Tian Yang, CEO and head of research at Variant Perception, dives into pressing economic issues like tariffs and their impact on the U.S.-China trade relationship. He discusses the Trump administration's strategies to cut the trade deficit and their implications for the dollar and inflation. Yang also highlights tactics for navigating market volatility and explains the Log Periodic Power Law to identify market bubbles. Finally, he emphasizes the evolving economic landscape and urges adaptive investment strategies to thrive amid uncertainty.

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.

Erik Townsend and Patrick Ceresna welcome Variant Perception CEO Tian Yang to the show to discuss the long-awaited U.S. recession, and the final flush in U.S. equity markets, which Tian says is still to come. Tian will also share a non-concensus view on Gold and much more. https://bit.ly/424aoKl Download Tian's charts here: https://bit.ly/3Oo0AaO Download Big Picture Trading chartbook 📈📉 https://bit.ly/3Oo0Ma2 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

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.

Variant Perception CEO Tian Yang discusses leading indicators, recession risks, market positioning amidst uncertainty, stop-loss behavior model, and forecasts for crude oil, S&P 500, tech companies, and precious metals in a comprehensive macroeconomic analysis.

David Woo, CEO of David Wu Unbound and former top Wall Street analyst, raises alarms about potential market shocks from escalating Israel-Iran tensions. Jonathan Wellum of Rockling critiques market complacency and stresses defensive investment strategies. Tian Yang, founder of Variant Perceptin, introduces the concept of 'Schrödinger's Recession,' highlighting the complex state of the U.S. economy. Michael Nicoletos from DeFi Advisors discusses how global liquidity influences the U.S. economy and the enduring strength of the dollar.

Tian Yang, CEO of Variant Perception, discusses trading opportunities in various asset classes. They analyze the US economy, fiscal deficits, and government support. They also discuss the recent EIA inventory data for crude oil and the impact of the Fed's intentions on the US dollar and gold. They believe gold is still a strong buy. The chapter concludes with information about the weekly research roundup and sponsors.

Tian Yang, CEO of Variant Perception, unpacks the riveting concept of a “Schrödinger’s Recession,” where the U.S. economy grows despite recession signals. He discusses the Federal Reserve's savvy rate cuts and how resilient household balance sheets shaped the economic landscape. The conversation shifts to China's struggles and stimulus efforts, questioning the sustainability of its recent market rally. Finally, Yang explores whether these trends hint at a soft landing for the U.S. economy amidst evolving investment strategies.

Tian Yang of Variant Perception joins Mike and Harley for a 2024 outlook. They discuss aging populations and inflation, analyze Modern Monetary Theory and its implications, compare Variant and pre-COVID conditions, and debate R star and its relationship to labor quantity and productivity.

In this engaging finale, four finance experts share their insights to refine your investment approach. Jesse Felder discusses fundamental and sentiment analysis, while Mark Yusko dives into historical market trends. Tian Yang reveals the power of leading indicators in assessing economic growth. Josh Crumb candidly reflects on his past investment mistakes, emphasizing the importance of a long-term mindset. Together, they explore essential metrics and urge a cautious but informed investment strategy. Tune in for invaluable lessons on navigating today’s market challenges!