Tannhäuser Gate is an independent investment and research venture founded by Connor Duffy. I study how shifts in geopolitical power and advances in technology reshape industries, redirect capital, and create investment opportunities.
My starting point is the changing world. I ask what governments need, what new technologies make possible, and where those forces meet. From there, I work toward the businesses, assets, and markets most exposed to the change.
The world changes.
Opportunity changes with it.
I founded Tannhäuser Gate to explore two questions: how do geopolitical competition and technological progress reshape the world, and what do those changes mean for investors?
These questions reward an appreciation of history, a curiosity about the future, and a willingness to reconsider received wisdom. I welcome correspondence with investors, founders, researchers, and others who share these interests.
Thank you for taking the time to visit.