What we got right & what we got wrong (2Q23)
Update: 2023-07-31
Description
Tian Yang, Head of Research / CEO at Variant Perception
Aaran Param, CFA, Head of Asset Allocation at Variant Perception
Tian and Aaran engage in a discussion where they tie together insights from recent reports and discuss Variant Perception's thought process.
We hope you find value in the conversation.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.variantperception.com
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