Jonathan Tepper
Economist and Founder of Variant Perception
Fee Range
Jonathan Tepper
Biography
Jonathan Tepper is a founding partner and Chief Editor of Variant Perception, a global macroeconomic trading and research group which provides a unique view on financial markets. He is the co-author of Endgame: The End of the Debt Supercycle, which was in the best-seller lists of the NY Times and the Wall Street Journal. He speaks widely on the global economy, and is frequently quoted by CNBC, Bloomberg, NY Times, and other publications.In 2003, Jonathan started his career as generalist equity analyst at SAC Capital, one of the most successful hedge funds in the world. After SAC, in 2005 Jonathan worked in London at Bank of America as a Vice President on the proprietary trading desk where traded a rates and currency book. He co-founded Variant Perception in 2009. Since 2011, he has been portfolio manager of an equity long/short hedge fund at Hinde Capital.In 2007 he co-founded Demotix, a multi-award-winning picture and video newswire, in which the news is supplied by the general public. The online community has over 25,000 photographers in over 190 countries contributing original user generated content.Jonathan is a Rhodes Scholar with a M.Litt. from Oxford University. He graduated with highest honours in History and Economics from the University of North Carolina at Chapel Hill in 1998.Recently, in 2012, Jonathan was a finalist for the Wolfson Economics Prize, the largest cash prize after the Nobel, and received a special mention.
Jonathan Tepper
Featured Keynote Programs
The Future of the Euro
Many economists expect catastrophic consequences if any country exits the euro. However, during the past century 69 countries have departed from currencies without experiencing major problems. The mechanics of currency breakups are complicated but feasible. In a very simple to understand why and Jonathan Tepper explains how the euro would break up, what lessons there are from previous currency breakups, and what the likely consequences would be.
The Outlook for the Global Economy
Economists are terrible at predicting recessions. In fact, 9 out of 10 economists missed the last four recessions. Economists miss recessions because they focus on all of the wrong things. In a refreshing look at the way economists work and how economic forecasts are made, Jonathan Tepper offers a forward looking view on where the economy has come from, where it is, and more importantly where it is going.
The Sovereign Debt Crisis
The Debt Supercycle - when the easily managed, decades-long growth of debt results in a massive sovereign debt and credit crisis—is affecting developed countries around the world, including the United States. For these countries, there are only two options, and neither is good: 1) restructure the debt or 2) reduce it through austerity measures.
Tepper details the Debt Supercycle and the sovereign debt crisis, and shows that, while there are no good choices, the worst choice would be to ignore the deleveraging resulting from the credit crisis. Jonathan Tepper reveals why the world economy is in for an extended period of sluggish growth, high unemployment, and volatile markets punctuated by persistent recessions and reviews global markets, trends in population, government policies, and currencies. Around the world, countries are faced with difficult choices. Jonathan Tepper provides a framework for making those choices.