Erik Townsend and Patrick Ceresna welcome Tian Yang to MacroVoices. Erik and Tian discuss:
- Is recession on the horizon?
- Peaked CPI and what’s coming next
- Growth slowdown and equity sell-off
- Outlook on China and Europe
- 5 Signs of a market bottom
- Impacts of Europe vs. Russia on commodity supply chains
- What factors to consider as investors
Download the podcast transcript: [Click Here]
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Tian Yang is CEO and Head of Research at Variant Perception, a macroeconomic research group focusing on using proprietary leading indicators to generate actionable 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. Tian attended Cambridge University, where he graduated in the top 2% of his cohort with a BA in Economics.