Mike Treacy
speaker
156 appearances
1 recordings
1 series
first heard Jul 2026
last heard 16 Jul
Mike Treacy’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Thank you for having us.
This was a great introduction.
Well, soccer is unique because I'd say every aspect of the game is distribution.
When you look at on pitch, the performance by a team,
when you look at performance by an individual player, when you look at the seasonal outcomes and this unique component that is promotion relegation.
So your finances are highly variant year over year.
And so there's a lot of overlap between volatility trading and working in soccer in that you are making highly levered bets on
often imperfect information then that's not necessarily predictive like other sports such as baseball.
Yeah, I'd say everything.
I think you said, what are the things you're trying to do?
And I think from an investor operator perspective, it's what are you trying to not do?
You're not trying to get relegated and you're not trying to spend 30 million pounds on a player that is going to be terrible and you'll have to get rid of in two years.
You know, baseball had moneyball in 2003.
And soccer had two things in the 2010s.
So in 2013, Chris Anderson and David Sally published this book called The Numbers Game that distilled soccer down to more of a weakest link game.
And then the other thing that happened was, I would say we had a bit of this revolution on Twitter, which you kind of spoke about recently, Joe, where ideas were incubated.
And I give...
Michael Cayley, a lot of credit for this.
He's down the pod.
But every Saturday in the Premier League, you'd have six matches and then you would wait 30 minutes and Cayley would just post a stream of every expected goals chart.
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