The Window of Vulnerability | Tian Yang on Global Imbalances, the Dollar, Growth Vulnerabilities, and Housing (Plus A Special Offering for Monetary Matters Listeners)

Request sample reports from Variant Perception here: https://variantperception.com/monetary-matters-listeners/ Monetary Matters listeners can get discounted access to Variant Perception’s Research Subscription by clicking the link above. In addition, for those who sign up to Variant Perception’s Research Subscription, a trial of Variant Perception’s full product suite will be available for one quarter. Tian Yang, CEO of Variant Perception, returns to Monetary Matters to share his thoughts on global imbalances that have been building in the monetary system for decades. He shares what his data-driven approach indicates about the U.S. Dollar, global equities, and more. He also explains the challenges he sees ahead for U.S. homebuilding companies. Recorded June 19, 2025. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Variant Perception on Twitter https://x.com/VrntPerception Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez