12 Years of VP

“We set up Variant Perception to solve our own investing needs.  Most investment strategy and economic research we read was highly idiosyncratic and dependent on a guru or some strategist with a crystal ball.  While they occasionally got some big calls right, they...

What to read to learn about macro?

I often get approached by university students or graduates asking me what books they should read to learn about macro or investing. I don’t have a definitive answer, but I can share some books that have heavily influenced my personal journey. In general, I have...