The Exchange cover image

Debunking Oil Myths, the New Gamestop?, and Saving Spirit 4/23/26

The Exchange

00:00

Finding scarcity and margin of safety

Matt outlines First Eagle's focus on durable market positions globally and double-discount opportunities like Prosus/Tencent exposure.

Play episode from 15:52
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app