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EssentialThe Expert View

Portfolio Watch: Key Indicators and Investable Insights

Featuring Tian Yang

Jun 23, 2022 • 41 minutes

105

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Essential

The Expert View

Portfolio Watch: Key Indicators and Investable Insights

It's a lot like it was in 2012 and in 2018. And that means we may not see a recession, according to Tian Yang.

Featuring Tian Yang

Jun 23, 2022 • 41 minutes

The last time Tian Yang was on Real Vision in November 2020 he forecast inflationary pressures would give way to a commodity supercycle. Since then, the price of West Texas Intermediate crude oil has jumped more than 170%. In this Expert View, the head of research at Variant Perception is back to share an update on the macro situation. Yang, answering questions from Real Vision team members and subscribers, explains why higher-for-longer inflation is not a given, what to look for to identify a market bottom, and how to navigate this tricky landscape. Recorded on June 17, 2022. Be sure to check out the latest report from Variant Research on Understanding Volatility. You can find that on our platform here: https://rvtv.io/3Ne5m6g Show More

Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

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Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

More Episodes

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