The investing world has too few intellectuals. At least I think it does. Eoin Treacy is one of them. He runs Fuller Treacy Money, which provides investment research, principally to professional investors.
Eoin lives in Dallas, and I happened to be visiting Dallas, so I grabbed him for a chat while we were both within AirDrop range of each other (almost) – a chat about AI investors’ lofty expectations, high US debt levels, equal-weight S&P 500 future outperformance, emerging markets investing, the developed world’s generational drift toward the left and current backlash toward the right (and its economic consequences), gold and bitcoin, and a few of Eoin’s current investment ideas.
Click here or the image below to watch our chat.
James
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. Neither the author nor BBAE has a position in any investment mentioned.
