Brazil, every mention
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tap a year for its mentions
every year anyone Greg Dowling 48Florian Bartunek 17Ted Seides 12Louis-Vincent Gave 12Jordi Visser 12Rob Citrone 11Daniel Graña 10Nick Rohatyn 7Fabrice Grinda 7Rajiv Jain 6
Verbatim, from the transcripts: the passages where Brazil comes up
Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)
- ▶ 17:55 Luis Laboy Everybody thought that Brazil was going to devalue and default. 3 times in the scene
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
- ▶ 30:08 Baroness Dambisa Moyo You've gone from a world where you can borrow cheap capital in New York and London, invest in Brazil or Thailand and generate returns and repatriate.
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 23:30 Rajiv Jain Cover Brazil or China.
- ▶ 25:58 Rajiv Jain If you have a big footprint in Brazil like Petrobras, those are not replaceable assets.
- ▶ 40:32 Rajiv Jain But the regulated utilities, we've got Brazil, US, Europe, Asia.
- ▶ 48:39 Rajiv Jain But for some reason, I have very bad record in Brazilian banks or U.S. banks.
- ▶ 52:38 Rajiv Jain If you look at Brazil, it's larger than Italy. 2 times in the scene
Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)
- ▶ 53:00 Sean Warrington You could make the case Brazil and Nubank.
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 4:15 Nick Rohatyn The path cleared by a Brazilian diplomat who was the Brazilian equivalent of Schindler. 2 times in the scene
- ▶ 13:33 Nick Rohatyn I'll give you two Brazils, you give me an Ecuador and a Panama.
- ▶ 24:19 Nick Rohatyn Now, if you look at equities, the MSCI global, Korea, China, India, Brazil, make up 70 plus percent of that index.
- ▶ 45:17 Nick Rohatyn An example at JP, there was a Brazil crisis. 2 times in the scene
- ▶ 1:03:04 Nick Rohatyn It's got Brazil at the heart of it, which is a big economy.
Mike Gitlin – The Century of Capital Group (EP.479)
- ▶ 17:41 Mike Gitlin They'll say, I was three years in, I was looking at this consumer company in Brazil.
Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
- ▶ 49:01 Kristin Kolurgis-Roland We invested in Brazilian private equity, and even though we did great on a local currency, we did not do great on a dollar basis.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 27:51 Louis-Vincent Gave You can buy Brazilian tips for eight percent real, a 15% nominal on the ten-year.
- ▶ 49:25 James Aitken And I like the example of Brazilian tips.
Scott Bessent - Macro Maven (EP.415)
- ▶ 24:42 Scott Bessent Down in Brazil, and when Armenia would tell you, this is what's happening in Brazil, and if you were investing, say, in a food company that had a big business down in Brazil, or if you had a position in iron ore, then to be able to have… 2 times in the scene
- ▶ 41:40 Scott Bessent So a lot of times we would have a major endowment come to us and say, we're going in on this private equity deal in Brazil.
Classic Deal - Burger King by 3G Capital (EP.384)
- ▶ 8:23 Alex Behring So Ted, we started 20 years ago originally as a family office of my co-founders, so just house capital, and what we intended to do originally was to replicate this approach of being long-term operating owners of good businesses, a model… 4 times in the scene
- ▶ 21:52 Daniel Schwartz You grew up in Brazil, and you told me, no, I don't understand, I'm very, very familiar with Burger King, which I was surprised at the time.
- ▶ 36:07 Daniel Schwartz And in the first couple of years, we created partnerships in Brazil, in China, in France.
- ▶ 38:45 Alex Behring So a lot of actions that do create a lot of value, but on a longer horizon, same thing that I said about France, I could have said about China or Brazil.
- ▶ 1:12:28 Alex Behring We were lucky to recruit this gentleman that was an MBA at Stanford, went down to Brazil.
Training Grounds – Carnegie Corporation of New York (EP.377)
- ▶ 39:39 Ellen Schumann Why are you going into Brazil in 2005 when everybody hates Brazil, but it's super cheap? 2 times in the scene
Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
- ▶ 21:54 Sanjay Ayer The reasonably small team in Laguna Beach, how do you tease out the corporate culture of a company in Brazil?
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
- ▶ 31:05 Brian Christensen So if you looked at a Nike or a Starbucks, which were businesses that we owned in that 2006 portfolio, for example, two of the biggest incremental areas for growth included Asia with China and then Latin with Brazil.
- ▶ 53:22 Brian Christensen Those new adjacencies, and often what they do is something like Nubank, for example, which is a business and a management team that we admire, building one of the most attractive digital banks, not just in Brazil, where it's a leader, but… 2 times in the scene
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
- ▶ 8:07 Thomas Haugaard So that is Brazil issuing in Brazilian RIAI, 2 times in the scene
- ▶ 26:46 Thomas Haugaard It can be fiscal policy focused in Brazil.
Alan Forman – Yale Endowment Real Estate (EP.340)
- ▶ 40:18 Alan Forman It was all new builds in India and China and Brazil, so we literally didn't do anything.
Adam Karr – Extreme Alignment at Orbis (EP.338)
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
- ▶ 40:33 Porter Collins It's seven, eight percent, and there's not much growth, and then you have countries like Brazil, where rates are 14%, and inflation's falling, and they have fiscal surpluses,
- ▶ 43:14 Vincent Daniel Brazil is a theme for us. 5 times in the scene
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
- ▶ 17:53 Jim Falbe He's like, Jim, I want you to look at every single company in Brazil. 4 times in the scene
- ▶ 19:55 Ted Seides When you first started in Brazil, and then you rolled out across the firm, what were the things that 2 times in the scene
Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP.319)
- ▶ 7:41 Adam Shapiro I went to work for an investment firm focused on private equity investing in Latin America, so essentially buying stakes in mostly family-owned companies in Mexico, Argentina, Brazil, Chile, and Latin America was a tough place to invest…
Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
Coach Paul Assaiante – Leading People to Greatness (Capital Allocators, EP.307)
- ▶ 25:48 Paul Assaiante And on his first day at Trinity, he befriends Eduardo Pereira from Sao Paulo, Brazil. 2 times in the scene
Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
- ▶ 30:25 Ana Marshall So I'm a little bit more skeptical than most on Asia, Latin America, Brazil has a new president. 2 times in the scene
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 9:54 Louis-Vincent Gave If you look at Singapore, if you look at Indonesia, if you look at Brazil, 2 times in the scene
- ▶ 15:37 Louis-Vincent Gave Same story with Brazilian bonds.
- ▶ 16:28 Louis-Vincent Gave You wanted to buy Indonesia, you bought an U.S. dollar, you wanted to buy Philippines, you wanted to buy Brazil, partly because their own currencies were trash.
- ▶ 19:31 Louis-Vincent Gave By the time you get the cover of the economists, it's to how China is going to take over the world or how India is going to take over the world or how Brazil is taking off.
- ▶ 25:19 Louis-Vincent Gave Well, all of a sudden Brazil doesn't look that bad.
- ▶ 26:07 Louis-Vincent Gave You look at the monetary aggregates of Brazil or China or Indonesia, they didn't grow to the same extent as we saw in the Western world.
- ▶ 33:27 Louis-Vincent Gave Maybe we go to Brazil.
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- ▶ 11:17 Rob Citrone I did 33 years of this now in EM, and I've been to Argentina, Brazil over 52 times each, for instance, and China 12 times, and even Russia six times, Turkey 12 times.
- ▶ 12:44 Rob Citrone He was always interested in Brazil because we had a lot of investors from Brazil at Tiger.
- ▶ 15:37 Rob Citrone So if I'd go to Julian with an idea and he'd say, okay, if he's on Brazil, let's say I wanted to own the Brazilian Real.
- ▶ 23:17 Rob Citrone They can get me up to speed very quickly in what's happening either in Argentina or Brazil or Mexico.
- ▶ 28:14 Rob Citrone I think Brazil's been in a ten-year recession. 6 times in the scene
- ▶ 36:13 Rob Citrone The amount of contacts and insight and things that I have, whether it be Ukraine, Russia, or China, or the US even, Argentina, Brazil, Turkey, it's pretty phenomenal.
Sam Zell – Common Sense and Uncommon Profits (Capital Allocators, EP.253)
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 12:49 Louis-Vincent Gave Brazil and Argentina ended up hitting the wall. 2 times in the scene
- ▶ 25:57 Louis-Vincent Gave The Nazis that managed to make it to Argentina, to Brazil, they kept their Swiss bank accounts.
Renata Quintini and Roseanne Wincek – Renegade Spin-Out in the Supercritical Stage, Venture is Eating the Investment World 11 (Capital Allocators, EP. 242)
- ▶ 7:54 Renata Quintini I used to be a lawyer, moved from Brazil to the US to get a post-grad in law.
- ▶ 54:28 Renata Quintini One was my constitutional law professor in Brazil. 2 times in the scene
James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- ▶ 39:52 James Aitken It could be Brazil. 2 times in the scene
- ▶ 44:44 James Aitken Tactically, and unsurprisingly, people are looking to commodity exporting countries and currencies, such as Brazil, South Africa, Australia, to some extent Canada, to hide out or to benefit from this turmoil, and I think that's probably…
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 28:52 Josh Wolfe That when you are on the beach in Brazil, or you are in a citrus farm in California, or you walk into the bedroom from your nostalgic childhood, or you smell the shampoo of the first girl or boy you kissed, or whatever it is, there's these…
Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
- ▶ 9:09 Aydin Senkut One is Turkey, one is Brazil.
- ▶ 16:02 Aydin Senkut And at that time, I also lived in Brazil and Europe.
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- ▶ 22:43 Fabrice Grinda It really, really took off in Portugal and Pakistan, and it took off in India and Brazil now. 5 times in the scene
- ▶ 40:25 Fabrice Grinda Now, if you look at our portfolio to date on the 773 companies, we're 55% U.S. and Canada, 25% Europe, 10% Brazil and India, 10% the rest of the world.
- ▶ 52:33 Fabrice Grinda An example, we invested in a rewards company in Brazil called Milius that was in a tertiary city.
Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
- ▶ 4:45 Ted Seides Florian is the founding partner and CIO of Constellation Asset Management, a long only asset manager focused on Brazil with approximately three billion dollars in assets. 4 times in the scene
- ▶ 5:54 Florian Bartunek It's definitely warmer here in Sao Paulo, Brazil. 5 times in the scene
- ▶ 10:07 Florian Bartunek It's interesting, because 20 years ago, I was walking to the offices of the bank, and the head economist of the bank, who is currently the economic minister, as we call it here in Brazil, he was reading a book, and I said, what are you…
- ▶ 11:46 Greg Dowling I wanted to level set for listeners that maybe aren't as familiar with the Brazilian market. 10 times in the scene
- ▶ 15:26 Greg Dowling If I'm investing in Brazil, why should I invest in active management versus just passively in an index? 6 times in the scene
- ▶ 18:33 Florian Bartunek So the strong in Brazil gets stronger during crises because they have the strongest balance sheets. 7 times in the scene
- ▶ 22:58 Greg Dowling I wanted to talk a little bit about your team before we even got into process, because you made a comment earlier that said that there's some great companies in Brazil, but they're not all great. 3 times in the scene
- ▶ 27:49 Greg Dowling Is there the ability to gain an informational edge in a place like Brazil? 3 times in the scene
- ▶ 33:22 Greg Dowling What is Constellation excited about right now in Brazil? 7 times in the scene
- ▶ 37:24 Greg Dowling So you mentioned a couple of the price to earning multiples, but overall, what do valuations look like in Brazil? 2 times in the scene
- ▶ 39:36 Greg Dowling When we think of emerging markets, and especially Brazil, I think of macro risk, and I think of political risks. 7 times in the scene
- ▶ 45:11 Florian Bartunek I was just asked to write an introduction for the Brazilian edition of Reminiscence of a Stock Operator, which is a book I read 30 years ago. 4 times in the scene
- ▶ 45:40 Greg Dowling So a couple of Brazil questions for you. 7 times in the scene
- ▶ 47:37 Greg Dowling Will Brazil win the next World Cup? 3 times in the scene
Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
- ▶ 39:53 Jordi Visser And Brazil in particular has a lot of crypto people down there.
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 43:44 Barry Sternlicht I still think Brazil is more interesting than a lot of times clients and capital races to places. 4 times in the scene
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 33:52 Daniel Graña Maybe they're bullish on Brazil and I'm bearish, but having that debate, friendly debate, makes us better investors.
- ▶ 36:48 Daniel Graña We would need to have plenty of capabilities to cover things as varied as China A-share, as Vietnamese stocks, South African stocks, Brazilian stocks.
- ▶ 42:20 Daniel Graña In terms of countries that I'm concerned about, I do worry very much about Brazil. 8 times in the scene
- ▶ 44:29 Ted Seides So if we look through to your portfolios, what types of exposures does that lend itself to in both Vietnam and Brazil? 6 times in the scene
Leda Braga – Systematica Investments (Manager Meetings, EP.10)
- ▶ 11:30 Leda Braga I grew up in Brazil, and I did my first degree in Brazil in engineering, and then I came to the UK to do a postgraduate in engineering, to do a PhD. 2 times in the scene
Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04)
- ▶ 12:53 Julia Bonafede Then we went to Brazil and China.
Bill Ford – General Atlantic (Manager Meetings, EP.03)
Jeremy Grantham – GMO (Manager Meetings, EP.01)
- ▶ 38:44 Jeremy Grantham And then you have the Brazils and the Russians and so on.
Private Equity Master 2: John Connaughton – Bain Capital (Capital Allocators, EP.201)
- ▶ 1:00:58 John Connaughton I, I really miss seeing the perspective of my on the ground partners and management teams in Asia and Europe and Brazil and
Diversity Equity & Inclusion 5: Daryn Dodson – Training and Action at Illumen Capital (Capital Allocators, EP.168)
- ▶ 23:13 Daryn Dodson I think that more than it being about Calvert, part of what I found is that when I was talking at a conference in Africa or in Asia, the UK, whether I was in Mexico, Brazil, I was seeing largely white audiences in the investment rooms that…
Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)
- ▶ 28:08 Scott Wilson So if you look at the largest contributors to the portfolio over the last three years, you'd see like a Brazilian utility company, a Swedish supplier of medical products and Indian biosimilars companies, a U S based aerospace and telecom…
- ▶ 44:10 Scott Wilson And certain people don't because as a team, we might be looking at again, a Brazilian utility company one day and a medical products company in Sweden.
Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
- ▶ 51:09 Morgan Housel It's not because I don't like Japanese companies or Chinese companies or Brazilian companies.
Sustainable Investing 5: David Blood - Pioneering a Generation (Capital Allocators, EP.143)
- ▶ 5:40 David Blood Well, I grew up in Michigan in Brazil, and I have to confess, when I was growing up, I never thought I would be in finance or investing.
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- ▶ 13:41 Larry Siegel In 2011, I was invited to travel to Brazil.
- ▶ 47:01 Larry Siegel And wants nothing other than to be able to buy a car or refrigerator, have some savings, perhaps own their apartment, live like Americans or Portuguese or the Southern Brazilians or the Taiwanese or whoever your role model is for a middle…
Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
- ▶ 21:31 Eric Peters Chinese urbanization created this huge demand for natural resources, not just in one country, but globally, whether it's Australia or Brazil or South Africa.
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