NEW VIDEO: who’s going to win in a losers market?

7th December 2018 | Eoin Treacy

Today I bring you my new video. The focus will be on the macro economic outlook, why we are in the position we are in now and what I believe will happen in the future. Once we understand the environment, we gain insight into my two newest picks, Tesla and Alphabet, and gain more context to why I’ve lost faith in Apple.

I will cover topics such as:

  • How central banks have been the cause of the negative market outlook
  • Why I think there will be a recession at the end of 2019 or the first half of 2020
  • And I bring you which companies, I believe, will fail in the recession and the companies where I see the potential for outperformance.

As always, I will consider how these influences affect our portfolio.

If you would prefer to read what I have to say, a transcript will be available next week.

Watch the full update here.


Eoin Treacy
Investment Director, Frontier Tech Investor

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