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Lula

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Sep 30, 2021 by Daniel Graña · across every show →

Everything said about Lula, oldest first

Sep 30, 2021 bearish
Prediction Held up
Graña: Brazil's incumbent president will likely lose to Lula next year
“And next year, it looks like the incumbent president, based on all the latest polls, would likely lose to Lula, former president of Brazil.”
Daniel Graña Sep 30, 2021 ▶ 43:08 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Jul 11, 2022 positive
Assertion Not checkable as stated
Lula Privately Signaled to Contacts He Intends to Govern as Market-Friendly
“It'll be Lula one, not Lula two in our view, and he wants to be the candidate of the market. He's mentioned that privately to people that we know.”
Rob Citrone Jul 11, 2022 ▶ 28:39 Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
Jul 20, 2026 bullish
Assertion Not checkable as stated
Laboy: Everest Capital hit 5-to-1 payout on Brazil's Lula election
“Within two months, the market went up 23%. We made our five to one payout on our option strategy, all the money on the cash trade.”
Luis Laboy Jul 20, 2026 ▶ 19:01 Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)
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