Brief Notes From The First Eagle Investment Media Breakfast – ValueWalk Premium
first eagle investment management

Brief Notes From The First Eagle Investment Media Breakfast

Rough notes from the September 2018 First Eagle Investment Media Breakfast. which took place on 9/24/2018

Q2 hedge fund letters, conference, scoops etc

  • How to think about the decade ahead?
  • Debt imbalances
  • Geopolitical
  • Passive versus active
  • Business cycle – what the weather is in investment climate
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