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4% Inflation. Stretched Valuations. Why Is the Market Still Risk-On? Tian Yang
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...
Podcast
This episode belongs to Excess Returns.
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Episode Details
Published Aug 6, 2026, 00:59:35 long, audio available.