Portfolio Watch: Key Indicators and Investable Insights

Published on
June 23rd, 2022
Duration
42 minutes


Portfolio Watch: Key Indicators and Investable Insights

The Expert View ·
Featuring Tian Yang

Published on: June 23rd, 2022 • Duration: 42 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