Investors / stance tracking
What Jean Marie Eveillard is saying
FollowFollowingUnfollowFormer manager, First Eagle Global Fund (ex-SoGen)
5 dated public stances tracked since 2026-10-06, most recently 2026-10-06. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Jean Marie Eveillard's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Jean Marie Eveillard is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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5
tracked stances
5
themes
0
side flips
2026-10-06
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| China Equities | 1 | 1 bearish | 2026-10-06 | |
| GOLD | 1 | 1 bullish | 2026-10-06 | |
| India Equities | 1 | 1 bullish | 2026-10-06 | |
| Long Dur Treasuries | 1 | 1 bearish | 2026-10-06 | |
| Small Caps | 1 | 1 bullish | 2026-10-06 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-06
Small Caps
bullish
MOI Global · video
Korean small-cap preferred shares trading at 40-50% discounts to their common shares represent an asymmetric opportunity as the structural discount is unjustifiably wide and should narrow over time
“The preferred is at a discount of 40, 45, 50% to the common, and I think that's extremely intriguing”
Jean-Marie Eveillard: The Art of Global Value Investing
Gold is the only currency that cannot be printed and therefore serves as insurance against extreme outcomes — both inflationary and deflationary — in a world of excessive debt and unprecedented central-bank money creation
“Gold is the only currency that cannot be printed”
Jean-Marie Eveillard: The Art of Global Value Investing
2026-10-06
Long Dur Treasuries
bearish
MOI Global · video
A 31-year bond bull market driven by artificially suppressed rates near zero is plainly not in its second inning, and investors rotating from equities into bonds are making a big mistake given the asymmetric downside from current yield levels
“A bull market could last longer than 31 years...but it was plainly not in the second inning”
Jean-Marie Eveillard: The Art of Global Value Investing
2026-10-06
India Equities
bullish
MOI Global · video
India's 1991 structural reforms, large democratic consumer base, and long-run economic trajectory make it the most attractive equity market in the world on a multi-decade horizon, superior to China which faces an unsustainable credit-driven growth model
“India may be from a long-term standpoint the most attractive market in the world bar none”
Jean-Marie Eveillard: The Art of Global Value Investing
2026-10-06
China Equities
bearish
MOI Global · video
China's growth has become dependent on a gigantic credit boom requiring 3-4 RMB of additional credit to produce 1 RMB of GDP growth, a trajectory that cannot continue and poses meaningful downside risk to equity valuations
“It took three or four renminbi of additional credit in order to have one renminbi of additional economic growth, which of course cannot go on forever”
Jean-Marie Eveillard: The Art of Global Value Investing
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