Podcast appearances and mentions of tian yang

In this thought-provoking episode, I'm joined by Tian Yang of Variant Perception to explore the deep structural forces reshaping the global economy and geopolitical order. From the unintended consequences of Donald Trump's tariff policies to China's underappreciated resilience and strategic foresight, Tian offers a fresh, data-driven perspective on the shifting balance of power between East and West. The conversation moves beyond headlines to examine how innovation, manufacturing re-shoring, and changing reserve dynamics are altering the investment landscape. Tian also highlights the growing divergence in policymaking philosophies between major economies and the investment opportunities arising from those fractures before highlighting Europe's fiscal constraints, the risks of financial repression in the US, and the emergence of a CapEx-driven supercycle. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They'll cover LEIs and break down Variant Perception's outlooks on everything from stocks and fixed income to FX and commodities, including gold. https://bit.ly/41JzAaB Click Here To Register FREE to Big Picture Trading's Hedging Webinar: https://www.bigpicturetrading.com 

The Bank of Canada delivered a 50bps rate cut and signalled more to come. The Bond market hasn't budged. Money is still flowing out of China as the economy wobbles. The Trudeau government announces immigration cuts, population growth to zero next year. Check Out BMO's S&P 500 Index ZSP ETF Here: https://bit.ly/3xzrAO8BMO Global Asset Mgmt, November 2023. Based on $11billion in AUM in ZSP and ZSP.U.BMO S&P 500 Index ETF ZSP | BMO Global Asset Management (bmogam.com) Get your travel data sorted with Saily and enjoy smooth, safe, and reliable internet access while you're away in over 150 countries!Check out Saily at https://saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase! Variant Perception researchhttps://www.variantperception.com/See omnystudio.com/listener for privacy information.

In this week's edition of Wealthion's Weekly Market Recap, Andrew Brill highlights key insights from our expert guests: David Woo warns that escalating Israel-Iran tensions could shock global markets. Jonathan Wellum highlights U.S. market complacency and defensive investment strategies. Tian Yang explains his concept of ‘Schrödinger's Recession,' and Michael Nicoletos explains how global liquidity will drive U.S. markets higher. Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4eFzIxb Chapters: 00:00 - Introduction 0:22 - David Woo Interview Highlights | Full Interview: https://youtu.be/qorr5dhV9Aw 11:29 - Jonathan Wellum Interview Highlights | Full Interview: https://youtu.be/I_HCntZkBWY 22:56 - Tian Yang Interview Highlights | Full Interview: https://youtu.be/2devJu6uD_4 35:46 - Michael Nicoletos Interview Highlights | Full Interview: https://youtu.be/OEt_4yzd56I Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealth #Wealthion #Finance #Investing #Economy #Markets #GlobalEconomy #Investment #Stocks #Recession #Money #MiddleEast #MarketTrends #InvestmentAdvice #MarketRisks #Geopolitics #DefensiveInvesting #Gold #GlobalMarkets #TechStocks #Liquidity #China #FinancialAdvice #StockMarket #InvestmentStrategies  Learn more about your ad choices. Visit megaphone.fm/adchoices

Wealthion's Andrew Brill sits down with Variant Perception's CEO, Tian Yang, to unpack his intriguing concept of a “Schrödinger's Recession,” where the U.S. economy continues growing despite traditional recessionary signals flashing red. Tian also explains why the Fed's preemptive rate cuts were the right move and how resilient household balance sheets have helped the economy avoid a downturn. He also discusses China's economic struggles, recent stimulus measures, and why the latest Chinese market rally may be short-lived. Are these factors enough to keep the U.S. on track for a soft landing? Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4dVbptU Chapters: 00:58 - Tian Yang's Approach to Macro & US Economic Outlook 04:27 - Schrödinger's Recession Explained 06:16 - Why Haven't We Entered a Recession? 10:46 - Consumer Behaviour & The Fed's Preemptive Rate Cuts: A Smart Move? 16:04 - Soft Landing: Are We Already There? 18:27 - Was the Fed's Rate Cut Enough? 22:56 - Another Fed Rate Cut in November? 25:42 - Bond Market Signals and Yield Curve Inversion 28:32 - Should You Invest in Bonds Now? 33:06 - China's Economic Struggles & Global Impact 37:20 - China's Stimulus: Not Enough? 39:08 - Trading the Chinese Market Rally 42:08 - Gold and Commodities: Time to Invest? Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Economy #SchrodingersRecession #FedRateCuts #USEconomy #TianYang #ChinaEconomy #China #GlobalMarkets #SoftLanding #Investing #Finance #Recession #MarketTrends #EconomicOutlook #Money #Bonds #Gold Learn more about your ad choices. Visit megaphone.fm/adchoices

MacroVoices Erik Townsend & Patrick Ceresna welcome back,Variant Perception CEO Tian Yang. They'll discuss the leading indicators, and what Tian thinks are the best trades to put on right now. https://bit.ly/3S2Q6Pc   ⚫ Follow Tian Yang on X: https://www.x.com/VrntPerception ⚫ Find Out More About Variant Perception: https://www.variantperception.com/  

MacroVoices Erik Townsend & Patrick Ceresna welcome back Variant Perception CEO, Tian Yang. Erik & Tian will discuss most assets classes and the trading opportunities Tian sees in them. https://bit.ly/3SHP9ej   ⚫ Follow Variant Perception on X: https://www.twitter.com/VrntPerception ⚫ Find Out More About Variant Perception: https://www.variantperception.com  

Bank of Canada holds rates, but signals transition. Federal Government caps immigration of foreign students. Business bankruptcies in Canada are soaring. US GDP comes in hot, defies recession calls. ECB holds rates. China financial risks and how they impact Vancouver Real Estate. Special interview with Tian Yang, CEO of global macro research firm Variant Perception. Check out industry-leading BMO ETFs here: https://www.bmogam.com/ca-en/products/exchange-traded-funds/etf-centre/?ecid=dw-LHPODNovGAM1-ADBMO26 Check Out The Variant Perception Here!https://www.variantperception.com/ Check out Addy! The largest institutional-grade commercial real estate investing platform in Canada! https://addyinvest.ca/Use our promo code "LOONIEHOUR"See omnystudio.com/listener for privacy information.

Tian Yang of Variant Perception joins Mike Green and Harley Bassman to discuss what opportunities and pitfalls 2024 may hold for global markets and investors. For more information, visit http://www.simplify.us. Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset Management Inc. and its representatives are properly licensed or exempt from licensure. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This content is not intended to provide investment, tax, or legal advice. This content is solely for informational purposes and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. These materials are made available on an “as is” basis, without representation or warranty. The information contained in these materials has been obtained from sources that Simplify Asset Management Inc. believes to be reliable, but accuracy and completeness are not guaranteed. This information is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Neither the author nor Simplify Asset Management Inc. undertakes to advise you of any changes in the views expressed herein.

Building Tools for the Modern Investor with Tian Yang Trader Chats | September 21st, 2023 Sign Up for our FREE Options Trading Webinar https://options-insight.com/monthly-webinar/ Subscribe below to get access to our full daily Trade Ideas ↴ Free Month of Options Insight https://options-insight.com/products/ Want to start with the free stuff? Sign up to get Imran's regular insights emailed directly to your inbox↴ https://options-insight.com/blog/ Want to take your learning even further and get direct time with Imran, all to yourself? Book your One-On-One With Imran Right Now! ↴ https://www.options-insight.com/one-on-one/ ↓↓↓ Filmed on Monday, September 21st, 2023 Trader Chats returns with another special guest that we are extremely excited to speak with Tian Yang. Tian Yang is Head of Research at Variant Perception, a macroeconomic research group catering to hedge funds, banks and family offices. Tian's work focuses on using proprietary leading indicators to generate actionable (and often contrarian) investment ideas.  Prior to joining Variant Perception in 2014, Tian worked as an equity derivatives trader for Bank of America Merrill Lynch, where he was jointly responsible for building out the delta one global index business.  Join Tian and Imran, founder of Options Insight, in this episode of *Trader Chats*, for a fantastic conversation looking into Variant Perception's fantastic approach. We hope you benefit from and enjoy the conversation. Please give us your feedback and comments! Variant Perception's Links: Twitter | https://twitter.com/VrntPerception Website |  https://www.variantperception.com/ #technicalanalysis #demark #hedgefunds #howtotrade #tradelikeapro #tradelifestyle #learnhowtotrade #protraders #protrading #sentimental   #sentimenttrading #trading #optionstrading   #optionsinsight #macrooptions #sp500     #spx #qqq #volatility #vol #stocks #stonks #macro #volatility #commodities #oil #dollar #usd #thefed #rates #ratehike #alphatrader #theartoftrading #traderchats Get daily actionable macro trade ideas with Options Insight's Macro Options Daily and weekly portfolio construction with Options Insight's Macro Options Overlay. Subscribe to the Options Insight channel for cross-asset summaries and tips about using options overlay strategies to mitigate risk and maximize returns! Keep up with options and volatility dynamics on Options Insight socials! https://twitter.com/options_insight https://www.options-insight.com/ DISCLAIMER OPTIONS INSIGHT CONTENT is presented for educational purposes only. The information presented by OPTIONS INSIGHT should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed by OPTIONS INSIGHT are those of its founder Imran Lakha who shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented by Options Insight. Building Tools for the Modern Investor with Tian Yang Trader Chats | September 21st, 2023 https://youtu.be/A79oJ_O9nCs 00:00 Welcome Back to Trader Chats 00:30 Intro to Tian 02:25 Intro to Variant Perception 06:00 Tactical Approach 19:45 The Capital Cycle 26:10 Leading Indicators 30:20 Human Overlay 34:00 Future Plans 35:20 Top Books

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

Tian Yang was a fascinating guest and we covered a wide range of subjects.  He explains why ChatGPT may be useful in solving accounting problems, but it produces gibberish when asked about investing. We talk about his work on the commodity super cycle, looking at rubber, whaling and fur.  He explains how he applies quantitative techniques to the capital cycle framework championed by Marathon Asset Management and featured by Edward Chancellor. His work encompasses 3 different timeframes – the long term fundamental, the 6-12 month business cycle and the shorter term tactical trades – Tian is unusual in that he understands fundamentals but also what he calls playing the game, the tactical business of quarterly earnings and similar. We discuss the new environment which he terms the age of scarcity -investors need to understand the implications of the end of age of abundance which rested on the availability of cheap labour, cheap commodities and cheap money. All this now changes, which means different equity allocations are necessary.

The last time Tian Yang, founder of Variant Perception, appeared on Forward Guidance in August 2022, he gave viewers a well-timed warning that the commodity supercycle was “on hold.” Now, he returns to argues that the world is well on its way to a global recession that will provide a hostile environment for risk assets. Yang shares his “equity bottom checklist” with Jack Farley to argue that equities have much more down to fall, and he explains why he thinks risk-off assets like bonds will perform well. Yang expects a “blow-out” of credit spreads and he thinks that the U.S. dollar will perform less well against other currencies than it does in a typical recession. Filmed on January 12th, 2023. Follow Variant Perception on Twitter https://twitter.com/VrntPerception Follow Jack on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/forward_guidance, you'll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. __ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can't-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. __ Timestamps: (00:00) Intro (01:36) Base Case For 2023 (04:14) Where's The Recession? (08:11) Liquidity (18:25) Housing and Manufacturing Are Weak (24:21) Interest Rates (28:05) Cruve Ad (29:08) China (33:36) Underweight Equities (Asset Allocation Part 1) (43:03) The Checklist For A Market Bottom (47:19) Incredibly Rare Set-up in Gold" (48:43) Overweight Bonds (Asset Allocation Part 2) (55:19) Neutral On Commodities (Asset Allocation Part 3) (01:02:26) The U.S. Dollar (01:05:13) The Most Crowded Trade In Macro Right Now (01:11:22) The VIX in 2023

Attend DAS, crypto and macro's favorite institutional conference: http://digitalassetsummit.co/ Use code “guidance” to get 50% off Blockworks Research: https://blockworks.co/get-research/ -- In the summer of 2020, there was no greater proponent of the “commodity supercycle” thesis - the idea that commodity prices would appreciate for many years in a secular fashion - than Tian Yang, founder of Variant Perception. Since then, commodity prices - copper, oil, natural gas, you name it - have skyrocketed. Yet Yang now argues that the commodity supercycle is in “intermission” because economic growth is slowing rapidly and liquidity is collapsing as central banks rapidly tightening monetary policy in order to combat inflation. Yang argues that long-term bonds (“duration) will likely perform well in this environment. Yang also shares his view on the Fed, inflation, volatility, and the dollar. Filmed on August 1, 2022. -- Follow Tian Yang on Twitter https://twitter.com/VrntPerception Follow Jack on Twitter https://twitter.com/JackFarley96 Follow Blockworks on Twitter https://twitter.com/Blockworks_ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (05:45) Liquidity Is Collapsing (10:04) How Quickly Will Inflation Fall? (21:38) Is The Fed Put Gone? (26:48) Recessions in Asia, Europe, and the U.S. (31:14) Are Chinese Stocks A Buy? (37:02) European Stocks (38:50) Is The Dollar Rally Over? (45:22) 1984 Historical Analogue (51:40) Term Premium, Explained (57:30) Confidence Levels About Future Inflation (1:02:08) Potential Hedges (1:07:44) Most Common Investor Mistake -- Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

本周特别加更！「日谈公园」和「你吃香菜吗」两档节目同步播出，欢迎在各大音频平台订阅音频综艺节目「你吃香菜吗」！片头还有本期四位主播带来的香菜小剧场，欢迎收听。参与主播跟宇宙结婚-刀夫、日谈公园-武束衣、啤酒事务局-Tian、壮游者-Yang主题简介在上一期中，我们听到了女生们关于“要不要和性转后的自己在一起”的思考。这期节目中，让我们来听听广大男同胞们的声音：男生们想象中性转后的自己会是什么样子？他们对于这个问题怎么理解，他们和女生们的思考又有着怎样的不同？本期节目中，你将听到刀夫和女朋友旅行的经历，他提出旅行是检验情侣默契的最好方式；武指导强力host全场，分享和JK女孩在书店因为一句动漫台词而“灵魂相通”的浪漫故事；Tian和女朋友的日常相处十分甜蜜，互相安利咖啡啤酒播客电影，把对方拉入自己的兴趣圈子；Yang则一跃变身巴黎美女Emily Yang，贴紧刀夫老姐姐，声称他就是性转后自己的超理想对象。我是性转后的你自己，你会不会愿意和我在一起？环节简介10:28 开胃小前菜：颜值、性格、能力来打分，他们理想中的伴侣竟是这样！20:58 花式香菜论：和性转后的自己在一起，生活好像也没那么糟？62:25 香菜变菜香：没想到没想到，换个角度思考也挺好。85:00 第三届香菜杯颁奖典礼：隆重邀请各位老师走到领奖台中央！

The Federal Reserve's commitment to cooling inflation remains “unconditional,” said Jerome Powell in a second day of congressional testimony, even as evidence from overseas indicates we're heading for a slowdown. “Growth down, inflation expectations down, cracks start to appear in commodity momentum,” tweeted Andreas Steno Larsen. S&P Global's preliminary Eurozone composite purchasing managers index fell to a 16-month low in June on slower demand growth. “We know that the manufacturing cycle is weakening fast,” Andreas noted, “but the service sector was anticipated to have a strong summer. This is now debatable.” Andreas joins Weston Nakamura to talk about Europe, while Weston provides an update on what's happening in Asia. More broadly, they talk about whether the narrative focus is changing from “inflation” to “recession.” We also hear from Tian Yang about long-term constraints on commodity supplies. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3bohJiR. Watch the full conversation featuring Tian Yang here: https://rvtv.io/3xHghji. Learn more about your ad choices. Visit megaphone.fm/adchoices

Federal Reserve Chair Jerome Powell, testifying before Congress on Wednesday, said the central bank is “strongly committed” to bringing down inflation and can do so with its monetary policy tools. He also acknowledged that engineering a “soft landing” will be “very challenging.” Indeed, Bill Dudley, a former Fed governor, wrote today that “a recession is inevitable within the next 12 to 18 months.” Meanwhile, West Texas Intermediate crude oil declined, as President Joe Biden floated a three-month federal gasoline tax holiday. The three major U.S. indexes held modest gains approaching the closing bell, as investors saw room in Powell's words for a sooner-than-expected dovish turn. Darius Dale, founder and CEO of 42 Macro, joins Real Vision's Maggie Lake to talk about the effort to control inflation without constraining growth and the market's reaction to Powell's testimony. We also hear from Tian Yang about the issue of the Fed's credibility. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3Ndy8Eh. And be on the lookout for Thursday's release of the full Expert View session featuring Tian Yang. Learn more about your ad choices. Visit megaphone.fm/adchoices

MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception CEO and head of market research Tian Yang to the show. They go through VP's latest leading economic indicator research, and discuss whether the current equity rout signals an oncoming recession, or if it's just a mid-cycle pullback. https://bit.ly/3aexnwM Download Variant Perception Leading Indicator Watch

My guest on this episode of The Grant Williams Podcast is Tian Yang of London-based independent research providers, Variant Perception. Variant Perception's pedigree is best-in-class. Their research uses a framework of proprietary leading economic and liquidity indicators to identify investment opportunities across asset classes. Those indicators are a great blend which cover tactical, cyclical and structural time horizons. In this conversation, Tian and I discuss what those indicators are telling him, how inflation changes the landscape, the signals being sent by term premiums and the sea change that may finally allow those brave enough to take on ‘The Widowmaker' trade to come out on top. As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

Oct 7 – Tian Yang at Variant Perception, who against consensus told listeners earlier this year that all indicators were pointing towards higher inflation, gives an update on their macro outlook and... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribe

Jul 13 – In February of last year, Tian Yang warned the consensus was too optimistic on Covid. Today, we speak with Tian to get an update on his outlook and where the consensus he... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribe

Recorded on October 28, 2020. In a peer-to-peer conversation, Tian Yang and Simon White of Variant Perception explore how inflationary pressures could serve as rocket fuel for commodities such as gold and silver, as well as unloved hydrocarbons such as oil, gas, and even coal. White and Yang envision a world of "fiscal dominance" where huge budget deficits invite inflation the likes of which the U.S. hasn’t seen since the 1970s. In this inflationary regime, White and Yang argue, hard commodities will be a source of massive returns. Their thesis is also shaped by their theories on capital scarcity, in which the less capital is deployed in a sector, the greater potential for return. Key learnings: Tian Yang and Simon White argue the world is on the brink of a new inflationary regime, driven by "fiscal dominance" and swollen central bank balance sheets, in which hard assets such as gold, silver, oil, gas, and coal will finally have their heyday. You can read more on the commodity supercycle here: https://rvtv.io/35kVFAd Learn more about your ad choices. Visit megaphone.fm/adchoices

MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception's Tian Yang to the show to talk about why his team sees inflation on the horizon and they think a new secular bull market in commodities is on deck.Link: https://bit.ly/37TkIfG

May 21 – FS Insider gets an update from Variant Perception's head of research, Tian Yang, to discuss their outlook on stocks, the economy, commodities, and much more. Tian says that the current... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribe

Today’s guest is Tian Yang, Head of Research at Variant Perception – an independent research company on financial markets. Against the backdrop of global financial market sell-off triggered by Covid-19, we analysed the market reactions by segmenting genuine causes of concern vs panic reaction; we discussed lessons learnt from historical black swan events and how these lessons can be applied to the current situation; and how government policies can work together to avoid recessionary pressures created by Covid-19 and lastly, what should private investors do to seize opportunities in these uncertain times. Key Takeaways COVID-19 is currently been interpreted as a one-off black swan event similarly to 9/11 and Gulf Wars; a helpful framework to think about panic-led market crash is an analogy to what happens in a typical bank run Coming into 2020, underlying leading indicators are quite resilient; they had been declining through most of 2019 and began bottoming out and turning up before Coronavirus hit the markets What is needed to shift the market sentiment and avoid sustained recessionary pressures is a combination of fiscal, monetary and aggressive healthcare policy; all three at once The book "Why Stock Markets Crash" by Didier Sornette is mentioned to illustrate the framework used to determine new market equilibrium after a large shock: the new equilibrium usually takes 1-2 months to happen where daily market volatility reduces from 4-5% to 1-2% During the recovery phase, differentiated impact by sectors is expected with manufacturing, industrial set to rebound the most, exhibiting a V shape recovery; consumer sector is expected to exhibit slower path to recovery as 1) coming into the crisis, credit availability was already not great 2) non-discretionary costs like rent, medical expenses can actually go up For private investors, it is advised to start identifying interesting investment opportunities but wait to see 1) the virus status level off and 2) the market daily volatility turned down to 1-2% which presents a better entry point As the old saying in the market goes: it's usually better to buy one day late than to buy one day early   Episode links Variant Perception: https://www.variantperception.com/ “Why Stock Markets Crash” by Didier Sornette: https://www.amazon.com/Why-Stock-Markets-Crash-Financial/dp/0691175950

Erik Townsend and Patrick Ceresna welcome Tian Yang to MacroVoices. They discuss the economic and liquidity leading indicators, the implications of US-China trade war on the markets, translating economic signals into market decisions and more. Later, Amir Adnani from Uranium Energy Corp joins in the postgame segment.Link: http://bit.ly/2M2Ke6P

Today is a very special episode with Tian Yang, head of research at Variant Perception.

With China’s plenum out of the way, what’s ahead for the Chinese economy? How much influence does the government have, and how successful has the transition to a consumer-based economy been? Finally, what does it all mean for the global growth and inflation outlook? Tian Yang of Variant Perception and Louis Gave of Gavekal weigh in. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade ICOs, Liberian leadership and lifeguard buffness. Learn more about your ad choices. Visit megaphone.fm/adchoices

Our season finale brings you three world-leading analysts and investors as they share their frameworks and favorite indicators, and help you to become a better investor. Featuring Jesse Felder of the Felder Report, Mark Yusko of Morgan Creek Capital Management, and Tian Yang of Variant Perception. We also say farewell to Aaron Chan, our co-host, as he departs Real Vision to continue his career in finance. In “Things I Got Wrong”, we speak with Josh Crumb, Co-founder of Goldmoney Inc., who shares the mistake he made diverging from the “long-term greedy” perspective. Learn more about your ad choices. Visit megaphone.fm/adchoices

Erik Townsend welcomes Tian Yang to MacroVoices. Erik and Tian discuss the US growth and credit cycles and the global liquidity conditions deteriorating sharply. They further discuss China, global equities and fixed income. They further explore the current conditions in Europe, Japan and Australia