Jonathan Tepper – Think Piece

Featuring Jonathan Tepper

Jonathan Tepper, Founder of Variant Perception, brings us a detailed look into the Australian housing market and the lending fiasco that he sees leading towards a massive unwind, and goes on to outline contrarian opportunities in Brazil, China, and Europe.

Published on
31 May, 2016
Topic
Research, Macro, Housing Market
Duration
33 minutes
Asset class
Equities, Bonds/Rates/Credit, Real Estate
Rating
66

Comments

  • DL

    David L.

    8 6 2016 22:20

    0       0

    Needs a lesson in marketing. Give the store away so we can see the inside and then we will buy to always be on the inside.

  • sw

    shaun w.

    6 6 2016 00:40

    0       0

    What are the subscription fees for Variant Perception

  • FB

    Frank B.

    6 6 2016 00:04

    3       0

    OK.. So he expects a weakness in USD because it is overvalued and due to positioning in the sentiment.. Really?
    Julian Brigden (also in RV) has much better reasons why USD will have a second leg in its rally..

  • CH

    Calvin H.

    4 6 2016 01:51

    1       8

    I would not waste 30 min on this if I knew in advance what he was going ,, not to say. Sure he he may be brilliant, but I heard nothing actionable except to go read a book.

  • SL

    Sandy L.

    3 6 2016 15:11

    5       0

    this guy has had a spectacular trading record. a real gem! thanks RV.....guys like Raoul, hugh hendry, das, bass and tepper, can we please get jim chanos?

  • ww

    will w.

    2 6 2016 05:44

    4       2

    So what if he didn't give away the store?? He gave us LOTS to think about, regardless. Please don't make us wait NEARLY so long to have him back again!

  • DG

    Dana G.

    1 6 2016 16:39

    2       0

    thaniks for the book recommendation Monetary Regimes and Inflations; I bought it immediately after his pertinent lecture.

  • DR

    David R.

    1 6 2016 10:21

    3       0

    @ Thomas......c'mon, you know the answer....XAU.

  • CP

    Christopher P.

    1 6 2016 10:20

    12       2

    Felt like a sales pitch for VP.. The logic behind his framework was absent. Best videos on RV are where people can articulate why they see the world a certain way. US Dollar weakness? On what basis??

  • TS

    Thomas S.

    1 6 2016 03:21

    8       0

    Some of the very best macro analysis ever! One question: He the the AUD will go down, yen will eventually implode, EURO won't work. Yet the $US win continue to weaken. What's the pair trade?

  • sp

    shashwat p.

    1 6 2016 01:44

    5       0

    Excellent stuff. Please bring him back soon

  • MW

    Michael W.

    31 5 2016 23:36

    2       9

    As a retail investor, his focus is very macro with hardly any specifics of use to me. Very smart guy though.

  • GG

    Guillermo G.

    31 5 2016 21:59

    3       17

    Arid. This is TV. Smart man, but a boring way of communicating his ideas. Have him go and take a few lessons with Sudjayjit Das and come back later.

  • MM

    Milly M.

    31 5 2016 20:07

    4       0

    Thank you for this long overdue Think Piece. Also made me rewatch Simon White's video for VP framework explanation.

  • PU

    Peter U.

    31 5 2016 19:31

    0       0

    test

  • DS

    David S.

    31 5 2016 18:05

    9       1

    Mr. Tepper gave an excellent description of how he approaches research, how he uses research, and his current thinking. It would not be fair to his firm or his clients to tell all in an interview.

  • GR

    Gregory R.

    31 5 2016 15:53

    4       1

    My fear is that when the yen eventually hyper-inflates the developed economies will be too far along the same path to prevent a similar result.

  • PL

    Peter L.

    31 5 2016 15:44

    25       8

    Fascinating points--please have Jonathan on again!

  • RA

    Ricardo A.

    31 5 2016 15:07

    20       2

    Good interview, but kept the best info for his clients