Jonathan Tepper: Understanding Volatility
November 5, 2014
My friend (and co-author of the last two books) Jonathan Tepper of Variant Perception in London has given me permission to forward two of his recent major research pieces, which are quite useful to help our broader understanding of macro forces. Longer pieces, to be sure, but lots of useful info.
The first piece is attached here; the second is in the following email.