From Brazil to Chinese Tech: Variant Perception's Contrarian Calls for 2026 (Preview)

22.1.2026

Financial Sense Newshour

0:00

2:16

Jan 21, 2026 – What surprises could catch investors off guard in 2026? In today's FS Insider interview, Jonathan Petersen, macro strategist at Variant Perception, walks through the firm's contrarian calls for the year ahead. From a long-awaited capex...

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From Brazil to Chinese Tech: Variant Perception's Contrarian Calls for 2026 (Preview)
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From Brazil to Chinese Tech: Variant Perception's Contrarian Calls for 2026 (Preview)

Financial Sense Newshour

Flere episoder fra "Financial Sense Newshour"

From Brazil to Chinese Tech: Variant Perception's Contrarian Calls for 2026 (Preview)

Big Beautiful Bill Stimulus: Get Ready for 2025 Tax Return Surprises, Says Dan Pilla

The Great Material Reversion: Why 2026 and Beyond Belong to Hard Assets

Time to Rethink the Mag 7? Jim Welsh on Market Rotations and Hunt for Value

The Shiny Seven: Why Commodities Are Outshining Tech (Preview)

Venezuela, Greenland, and the New Face of US Strategy (Preview)

Digital Health Revolution: CES Unveils the Future of Home Wellness

Big Picture 2026: Forecasts, Surprises, and Wild Cards

Year of the Fire Horse: Mish Schneider on 1966-2026 Parallels

FSN's Best of the Year: Data Centers, Resource Wars, and the Roaring 2020s