Brazil, every mention

12 scenes (2021) · ← back to Brazil

tap a year for its mentions
00758150152017201820192020202120222023202420252026episodesmentions
08152017201820192020202120222023202420252026episodes it came up in
0057.510152017201820192020202120222023202420252026episodesmentions per episode

every year 2021 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

loading…

Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221) Nov 8, 2021 · 1 mention

Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216) Oct 4, 2021 · 4 mentions

  • ▶ 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) Sep 30, 2021 · 16 mentions

  • ▶ 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) Sep 9, 2021 · 2 mentions

  • ▶ 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) Sep 6, 2021 · 2 mentions

  • ▶ 17:51 Mike Tian In Brazil, you have PICS, and there's other countries that are launching these new payment rails that consumers are probably going to adopt that are not going to be on the car rails. 2 times in the scene

Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04) Jul 29, 2021 · 1 mention

Bill Ford – General Atlantic (Manager Meetings, EP.03) Jul 22, 2021 · 1 mention

  • ▶ 19:10 Bill Ford Latin America, we've been able to tap into entrepreneurship in Brazil and Mexico for a long time, and it's been wonderful to see those countries develop so well.

Jeremy Grantham – GMO (Manager Meetings, EP.01) Jul 8, 2021 · 1 mention

Private Equity Master 2: John Connaughton – Bain Capital (Capital Allocators, EP.201) Jun 28, 2021 · 1 mention

  • ▶ 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
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.