Read the transcript for my latest video

10th May 2019 | Eoin Treacy

As promised, here is the transcript of my latest video.

I had been waiting to record this video update because last week represented a significant week for the markets with the Federal Reserve meeting.

I think the outcome of the meeting represents either an all-change moment or at least a pause.

Within this transcript I give you a rationale for reaching that conclusion and give a roundup of the portfolio as we have seen some profound moves both up and down.

I’ll focus on:

• The shrinking balance sheet and why this removal of liquidity was the reason for the market pullback in December
• The Powell Put and how it triggered the remarkable recovery, plus how the Powell Put will influence markets in the future
• Finally, I look at the bond market and tech giants for some clear market signals.

I finish off with my reasoning behind why I think we could be at the beginning of the bubble phase of this bull market and what could trigger the next recession.

You can read it here now.

All the best,

Eoin Treacy
Investment Director, Frontier Tech Investor