emerging market manager
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 22, 2026 by Nick Rohatyn · across every show →
Everything said about emerging market manager, oldest first
Jan 22, 2026 bearish
Monoline mid-sized emerging market managers will inevitably go out of business
“If you are a monoline
Mid-sized emerging market manager, public or private.
It is not a question of, are you going out of business?
It's a question of, when are you going out of business?
Because of the question you asked, the cycles. Unpredictable and violent…”