Simon White – Think Piece

Published on
August 18th, 2015
32 minutes

Simon White – Think Piece

Think Piece ·
Featuring Simon White

Published on: August 18th, 2015 • Duration: 32 minutes

Simon White, Managing Editor of Variant Perception, discusses the use of leading indicators in strategically investing around probable outcomes. Simon walks us through the specific indicators he likes to use, examines what he sees as a choice between two evils in China, and points out some opportunities he sees in emerging markets, commodities, and India.


  • AG
    Alexander G.
    30 September 2015 @ 09:26
    Good call on China and global debt. Horrible on Emerging Markets and Commodities. I challenge the notion M1 gives you any insight. M1 growth hit zero in 2005, peaked April'09 and Oct'11.
  • SJ
    Suzanne J.
    27 August 2015 @ 06:36
    Happy to listen to more of Simon White. Analysis with method gives confident opinion. Again the confluence of opinion adds strength to the global warning bells. Excellent again.
  • WE
    William E.
    23 August 2015 @ 13:47
    Enjoyed the last half better than first half; agree that first half could have used some graphics.
  • AA
    A A.
    22 August 2015 @ 20:22
    Would have been good if the framework and some of the comments were supported with charts of the leading economic indicators; mentions yield curve steepening??when and where??
  • DS
    David S.
    22 August 2015 @ 08:46
    Agree with the positive comments, but my idea for a really simple approach is the 17-year Kondratieff winter, postponed from 2001 to 2008. Buy gold. Maybe. (Grin)
  • PD
    Philip D.
    21 August 2015 @ 00:37
    Hmm...the voice in video stopped at 15:15...Anyone else have a similar issue with this video. Checked my system settings all seems fine.
  • SB
    Stewart B.
    19 August 2015 @ 20:52
    Some good ideas and insights, esp on hallmarks of market tops and repeating the mistakes of '08. Is the yield curve really steepening!?
  • MM
    Milly M.
    18 August 2015 @ 21:48
    Methodological part was excellent. Interesting framework to say the least. For the charts and evidence delving into the blog section of the VP site might be a good place to start.
  • GT
    Graham T.
    18 August 2015 @ 17:46
    shame he didn't back up his arguments with some of his charts and show us the evidence, even historical calls that his firm made. some sweeping statements, not sure, but the China call was timely
  • PH
    Philip H.
    18 August 2015 @ 15:47
    Methodical, analytical and excellent