Brazil, every mention
11 scenes (2023) · ← back to Brazil
tap a year for its mentions
every year 2023 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
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