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4% Inflation. Stretched Valuations. Why Is the Market Still Risk-On? Tian Yang artwork
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4% Inflation. Stretched Valuations. Why Is the Market Still Risk-On? Tian Yang

Excess Returns by Excess Returns

Aug 6, 202600:59:35Business

Tian Yang, head of research at Variant Perception and portfolio manager of the VPX ETF, explains how investors can use adaptive leading indicators, capital cycle analysis and behavioral signals to navigate a market shape...

About This Episode

4% Inflation. Stretched Valuations. Why Is the Market Still Risk-On? Tian Yang is an episode from Excess Returns by Excess Returns. Tian Yang, head of research at Variant Perception and portfolio manager of the VPX ETF, explains how investo...

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Published Aug 6, 2026, 00:59:35 long, audio available.