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Argentina

6 statements across 6 episodes · 4 bullish · 1 bearish · 6 people on the record · first statement May 14, 2018 by Kim Lew · said 32 times in 21 episodes since 2017 · across every show →

Mentions by year

brought up most by Rob Citrone (6), Louis-Vincent Gave (4), Kim Lew (4), Nick Rohatyn (2), Eric Peters (2), Steve Galbraith (1), Paul Black (1), Michael Batnick (1)

tap a year for its mentions
00831552017201820192020202120222023202420252026episodesmentions
0352017201820192020202120222023202420252026episodes it came up in
001.32.52.552017201820192020202120222023202420252026episodesmentions per episode
2026 3 mentions in 2 episodes 2 per episode
2025 1 mention in 1 episode
2024 3 mentions in 3 episodes 1 per episode
2023 1 mention in 1 episode
2022 11 mentions in 5 episodes 2 per episode
2021 3 mentions in 2 episodes 2 per episode
2019 1 mention in 1 episode
2018 6 mentions in 3 episodes 2 per episode
2017 3 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Argentina, oldest first

May 14, 2018 bearish
Opinion
Lew: Investors cannot remain invested in Argentina over long market cycles
“And do we think that you can stay invested in Argentina over long cycles? No. We're going to have to eventually take our money out of that.”
Kim Lew May 14, 2018 ▶ 49:01 Kim Lew – The Carnegie Way (Capital Allocators, EP.52)
Mar 8, 2021 positive
Prediction Not checkable as stated
Peters: Frictionless Capital Mobility Will Check Reckless Sovereign Policies
“What probably will happen is those countries that have the most reckless policies will find that there is a greater check on them.”
Eric Peters Mar 8, 2021 ▶ 48:23 Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
Jul 11, 2022 bullish
Prediction Not checkable as stated
Argentina Might Be the World's Best Performing Market in 2023
“Next year might be the best performing market in the world on the back of that election.”
Rob Citrone Jul 11, 2022 ▶ 29:18 Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
Oct 10, 2022 positive
Opinion
Gave: Current Latin American leftists will not repeat Chávez's mistakes
“Today's leftists in America are not the leftists from a generation ago. Again, you learn from your father's mistakes. In Latin America, you talk to guys in Chile and in Colombia and in Mexico, they've learned from Chavez. They've learned from Argentina. They d…”
Louis-Vincent Gave Oct 10, 2022 ▶ 18:48 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
Oct 14, 2024 neutral
Assertion Contradicted
Miller: 99.9% of global lithium reserves are in four countries
“99.9% of the world's lithium reserves are in the hands of just four countries, China, Chile, Argentina, Australia, none of which are the United States.”
Matt Miller Oct 14, 2024 ▶ 48:46 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
Jan 22, 2026 bullish
Opinion
Argentina is a great investment opportunity well ahead of Venezuela
“Argentina is a great opportunity too, and they're well ahead of where Venezuela is.”
Nick Rohatyn Jan 22, 2026 ▶ 1:05:04 Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
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