This video was originally shared with VP clients on February 4, 2024, and is also available on <a target="_blank" href="https://youtu.be/CKzA1oFLkLM">YouTube</a>. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://blog.variantperception.com?utm_medium=podcast&utm_campaign=CTA_1">blog.variantperception.com</a>

This video was originally shared with VP clients on February 4, 2024, and is also available on YouTube. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.variantperception.com

This video was originally shared with VP clients on February 4, 2024, and is also available on <a href="https://youtu.be/CKzA1oFLkLM" rel="noopener noreferrer">YouTube</a>. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://blog.variantperception.com?utm_medium=podcast&amp;utm_campaign=CTA_1" rel="noopener noreferrer">blog.variantperception.com</a>

What We Got Right and What We Got Wrong (4Q 2023)

At Variant Perception, we search for first principles answers to fundamental investing questions. We draw from diverse sources, from historians, to famous investors, to disease contagion models, and we avoid overfitted black boxes. <a href="https://blog.variantperception.com?utm_medium=podcast">blog.variantperception.com</a>

Business

Investing

At Variant Perception, we search for first principles answers to fundamental investing questions. We draw from diverse sources, from historians, to famous investors, to disease contagion models, and we avoid overfitted black boxes. blog.variantperception.com

At Variant Perception, we search for first principles answers to fundamental investing questions. We draw from diverse sources, from historians, to famous investors, to disease contagion models, and we avoid overfitted black boxes. <a href="https://blog.variantperception.com?utm_medium=podcast" rel="noopener noreferrer">blog.variantperception.com</a>

Share What We Got Right and What We Got Wrong (4Q 2023)

Sign up to save your podcasts

What We Got Right and What We Got Wrong (4Q 2023)

What We Got Right and What We Got Wrong (4Q 2023)