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The Grant Williams Podcast

The Grant Williams Podcast Ep. 33 - Tian Yang PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.81.6K Ratings

🗓️ 16 May 2022

⏱️ 13 minutes

🧾️ Download transcript

Summary

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!

Transcript

Click on a timestamp to play from that location

0:00.0

Before we get going, here's a bit where I remind you that nothing you discussed should

0:14.1

be considered as investment advice. This conversation is for informational and hopefully

0:19.0

entertainment purposes only, so while we hope you find it both informative and entertaining,

0:24.1

please do your own research or speak to a financial advisor before putting a dime of your

0:28.7

money into these crazy markets.

0:37.9

We're about to listen to a special preview edition of the Gromp Williams' podcast featuring

0:41.5

my very special guest, Tian Yang of Research House variant perception. Very perception

0:46.3

have been a long way ahead of the current and calling for caution and we'll discuss

0:49.7

it's coming into this year. The likelihood of inflation being a significant problem

0:53.4

and the seriousness of the Federal Reserve in their hawkishness. Now this conversation

0:57.7

we cover all those things, plus we take a look at VP's cycle work and proprietary indicators

1:03.0

to see what they suggest for the coming months. Every episode of the Gromp Williams' podcast,

1:07.0

including the end game, the super terrific happy hour, the narrative game, this week in

1:10.6

doom and the new series shifts happen featuring Luke Gromman. It's available to copper and

1:14.6

silver tea subscribers at my website, grant-Williams.com. Copper tea subscribers get access to all

1:20.3

the podcasts, while members of the silver tea get both the podcasts and my monthly newsletter,

1:24.4

things that make you go. So, if you enjoy what you hear on the show and you want more high quality

1:29.5

content like it, then please make your way over to Gromp-Williams.com and join our exciting community

1:35.4

today. And with that, I'm with the show.

1:45.1

Well, Tian, welcome to the podcast, my friend. Good to see you. It's been quite a while.

1:48.6

Thanks for having me, great to see you. Well, we've kind of put this off a number of times,

1:53.1

down to me, not you. That's been totally my fault every time. So, I'm really glad we finally got

...

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