Oct 7, 2019
Jonathan Tepper is the founder of
Variant Perception, an economic research group that
works with institutional managers, hedge funds, and allocators to
provide objective and comprehensive data to form actionable ideas
from leading indicators and emerging trends. He is also the author
of three books, the most recent of which, The Myth
of Capitalism: Monopolies and the Death of Competition,
received widespread acclaim earlier this year.
Our conversation covers Jonathan's unusual upbringing, learning about currencies from Big Macs, building economic and liquidity forecasting models, and catering Variant Perception's research to investors. We then turn to The Myth of Capitalism, discussing the history, causes, and ramifications of the absence of competition in U.S. industries, natural and unnatural monopolies, examples in the tech giants, funeral home operators, airports, and hospitals, and what can be done to counter this negative trend.
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