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
Ben Inker – Value Investing at GMO (First Meeting, EP.17)
Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
- ▶ 7:36 Greg Fleming I remember heading down to Brazil to do a meeting with the team we were working with in New York.
Dr. Sarel Vorster – Conducting Brain Surgery (Capital Allocators, EP.117)
- ▶ 37:57 Dr. Charles (Sarel) Vorster So when I speak to colleagues from Brazil or India or South Africa,
Anne Martin - Pulling the Oars as CIO of Wesleyan University (Capital Allocators, EP.114)
- ▶ 27:34 Anne Martin There was a period of time, four years or five years, we went to Brazil a ton, and we ended up with no managers there.
Steve Rattner – Overseeing Michael Bloomberg's Family Office (Capital Allocators, EP.113)
- ▶ 34:53 Steve Rattner Putting aside China, India, we don't invest in Russia, I can't imagine we ever would, and maybe Brazil, they're relatively small markets, and so accessing them in a way that's consistent with our philosophy of finding people who really…
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- ▶ 18:32 Jonathan Tepper And then, on the upside, when we're looking at the upturn in our indicators, for example, the classic is where you can combine fundamentals with technicals and valuation, and there, Brazil, for example, in late 2015, early 20 16, 5 times in the scene
- ▶ 20:32 Jonathan Tepper Likewise, the Brazil long or other positive, we've recently put out a piece early this year on Argentina.
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- ▶ 10:06 Jordi Visser And he was going to be moving down to Brazil and gave me the Mexico book for the firm. 2 times in the scene
- ▶ 13:50 Jordi Visser Brazil was a big thing. 5 times in the scene
- ▶ 15:00 Jordi Visser In Brazil, it was very similar. 3 times in the scene
- ▶ 18:07 Jordi Visser And I had a lot of hedge fund friends that invested, both from Brazil and in the US, and people that I had a great relationship with that kind of
Tom Lydon – ETF Trends (Capital Allocators, EP.56)
Tali Sharot – Optimism, Decisions, and Mistakes (Capital Allocators, EP.55)
- ▶ 46:03 Tali Sharot One great example I had recently was actually from a journalist in Brazil.
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 47:15 Paul Black On the other hand, you go down to Latin America, you go to Brazil, 2 times in the scene
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
- ▶ 26:36 Michael Cembalest Brazilian, Saudi, and Malaysian clients have at times different objectives.
Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
- ▶ 10:54 Basil Qunibi 13 Fs, Ds, Gs, Threes, Fours, Fives, if you really want to expand the AMF in France, the CBM in Brazil, the Ministry of Finance in Japan.
Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27)
- ▶ 29:08 Ellen Ellison We have investments in Brazil and also in Sub-Saharan Africa.
- ▶ 43:34 Ellen Ellison Populism hasn't worked and did a deep dive in Brazil with the whole team over two week period looking at, it's like, what if Latin America and other developing market countries, you know, with better balance sheets, 3 times in the scene
Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
- ▶ 44:54 Chatri Sityodtong I went to Brazil, brought Brazilian Jiu Jitsu, ah, black belt world champions, ah, WBA boxing world champions.
Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16)
Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13)
- ▶ 1:03:32 Andy Golden You know, normally that question is, I should be able to tell you, oh, we really like timber, or apartments in Brazil, or something, you know, some asset-based thing.
Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12)
- ▶ 19:07 Mario Therrien So, uh, what is the cost of doing business in Brazil?
- ▶ 43:34 Mario Therrien Whether it's edging an illiquid asset in Brazil, or just edging our US dollar exposure globally.
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
- ▶ 46:02 Josh Brown Brazil.
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