Mexico, every mention
58 scenes · ← back to Mexico
tap a year for its mentions
every year anyone Daniel Graña 9Jordi Visser 6Nick Rohatyn 5Louis-Vincent Gave 5Steve Kuhn 3Rob Citrone 3Michael Cembalest 3Luis Laboy 3Taimur Hyat 2Marko Papic 2
Verbatim, from the transcripts: the passages where Mexico comes up
Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)
- ▶ 14:23 Luis Laboy I spent a fair amount of time interviewing because I wanted to start my career in Mexico. 3 times in the scene
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 45:51 Nick Rohatyn This is why you put a monoline private equity guy out there in Mexico who just knows how to do private equity that has no clue about currency forwards, currency options, currency swaps.
- ▶ 59:21 Nick Rohatyn Long only equities in three single countries around the world, Turkey, Mexico, and Thailand.
- ▶ 1:03:07 Nick Rohatyn It's got Mexico for near-shoring. 3 times in the scene
David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450)
- ▶ 20:49 David Breach Is help them, okay, if you want to start a development center in Guadalajara, Mexico, or in India, or Eastern Europe, we've done it, we can help you do it, and have you avoid the pitfalls that someone doing it for the first time are likely…
Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442)
- ▶ 8:57 Rodrigo Bitar Obviously, Mexico did.
Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392)
- ▶ 9:18 Yann Robard I went to Mexico during spring break of my fourth year.
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
- ▶ 1:01:47 Michael Milken So if I'm buying a securitized mortgage, ok, and there's a thousand people that are borrowers, I don't know whether they're born in the United States, Mexico, Dominican Republic, Nigeria, wherever they might have been born.
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
- ▶ 53:50 Brian Christensen Foothold in Brazil and actually expanding into new markets like Mexico and Colombia, but they're doing it in a very rational sort of disciplined way.
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
- ▶ 2:59 Thomas Haugaard You had the backdrop of the Mexican crisis in the eighties, and you had other crisis in Latin America in the nineties.
Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
- ▶ 11:22 Chris Sacca I mean, growing up where I grew up without a ton of money, I'd set foot in Mexico once.
- ▶ 46:11 Chris Sacca Mexico.
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)
Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
- ▶ 56:06 Marc Lasry If you want to invest in the U.S., and the U.S. is flat, does that help or hurt Mexico? 2 times in the scene
Andy Lee – Empty Rooms: Investing in Tax Assets at Parallaxes Capital (Capital Allocators, EP.305)
José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)
- ▶ 8:14 Jose Feliciano I worked with Latin American companies, and this coincided with Mexico currency prices, which really included most of the great different prices.
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 11:30 Louis-Vincent Gave So the emerging market outperformance, the outperformance of Brazil, of Mexico, of India, of Indonesia, of Singapore, et cetera, all that is being hidden by China.
- ▶ 18:53 Louis-Vincent Gave In Latin America, you talk to guys in Chile and in Colombia and in Mexico, they've learned from Chavez. 2 times in the scene
- ▶ 33:00 Louis-Vincent Gave We're going to do it in Mexico. 2 times in the scene
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- ▶ 19:33 Rob Citrone And I can remember the first short I ever put on at Tiger, it was during the Mexican tequila crisis in 95 in January, and we shorted two construction companies in Mexico. 2 times in the scene
- ▶ 23:17 Rob Citrone They can get me up to speed very quickly in what's happening either in Argentina or Brazil or Mexico.
Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
- ▶ 1:06:34 Ashvin Chhabra Went on Jeep from Hanoi to Saigon, was at the Women's Conference in Mexico, was appointed Secretary of Health by the Prime Minister, so I grew up with this very interesting set of parents, and I think the one value, which was, almost seems…
Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
- ▶ 21:57 Tom Lenehan And what I mean by that, like in North America, we are so blessed for the United States to have a rich pot of natural resources, but also Canada and Mexico and have friendly neighbors where we can get a lot of access to energy for, you…
Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
- ▶ 45:49 Annie Lamont We've now made two investments in Mexico.
Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)
- ▶ 20:49 Christopher Zook The Alamo of Texas is a famous landmark about the history of the state of Texas becoming independent from Mexico and becoming its own country.
Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
- ▶ 38:36 Chas Cocke You walk into a Walmart or a CVS where they have a MoneyGram desk, you've got 500 dollars, and you want to send it to your grandma in Mexico, so you take that 500 dollars in cash or a check, you pay a 20 dollar fee on top of it, you send… 2 times in the scene
Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
- ▶ 51:35 Ellen Ellison Back in the day, we used to say when the U.S. sneezes, Mexico catches a cold, and I feel like that's, to paraphrase, I feel like in your markets when China sneezes, the rest of Southeast Asia gets the flu, so I don't know if you have any
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 2:56 Daniel Graña And I could give you an example, the Mexican glass bottle wars. 2 times in the scene
- ▶ 6:59 Daniel Graña I would point you to the first Mexican REIT that came out of Mexico. 2 times in the scene
- ▶ 14:56 Daniel Graña So what we like to do is I ask my analysts, I don't want research reports on Mexican cement. 3 times in the scene
- ▶ 17:08 Daniel Graña Walmex, the Walmart de Mexico in Mexico, is a private sector company.
- ▶ 38:23 Daniel Graña So HDFC in India and Walmex in Mexico are good examples of those.
Jan Garfinkle – Arboretum Ventures (Manager Meetings, EP.09)
- ▶ 54:54 Jan Garfinkel So on three million dollars, Servi went down to Mexico, did human patients, 40 human patients, and got FDA approval on those 40 human patients in three million dollars.
Bill Ford – General Atlantic (Manager Meetings, EP.03)
Alex Rodriguez – Business after Baseball (Capital Allocators, EP.198)
- ▶ 52:53 Alex Rodriguez We own a place together down in Mexico, and he's just a wonderful guy who I trust, and he's given me great advice over the years.
Diversity Equity & Inclusion 5: Daryn Dodson – Training and Action at Illumen Capital (Capital Allocators, EP.168)
- ▶ 23:13 Daryn Dodson I think that more than it being about Calvert, part of what I found is that when I was talking at a conference in Africa or in Asia, the UK, whether I was in Mexico, Brazil, I was seeing largely white audiences in the investment rooms that…
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 9:37 Marko Papic It cannot be like over the next 10 years, Mexico will do well.
- ▶ 43:47 Marko Papic China can't really lose all of its opportunities, but there will be a little bit of a rewiring that will benefit some countries like Mexico, for example.
Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
- ▶ 24:03 Taimur Hyat Places like the Philippines, Vietnam, Bangladesh, Mexico will gain as a result of that kind of second location as they scale back in China and scale up there. 2 times in the scene
Sustainable Investing 4: Emanuel Citron – Sourcing Sustainable Managers (Capital Allocators, EP.142)
- ▶ 46:56 Manny Citron My mom was born in Romania and then grew up in France and Mexico before coming to the States.
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- ▶ 53:13 Larry Siegel And then, uh, the other is the deindustrialization of the United States, moving it to China and other places, Mexico, parts of East Asia, and now India.
Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (Capital Allocators, EP.112)
- ▶ 11:26 Dawn Fitzpatrick A spectacular year to having a horrendous year, and then one of the pits I was in, because you would cover more than just one pit, we traded a lot of Mexican ADRs, and that pit was, I was probably the only trader that was associated with…
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- ▶ 7:01 Jonathan Tepper My father and mother had been missionaries for about four years in Mexico, and they'd been like student chaplains, and so they thought they're were going to gonna go to Madrid and work with students, and that was their line of thinking,…
Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
- ▶ 10:10 Jon Harris I got thrown into doing international finance issues, which included back then the Mexican Peso crisis, the Daiwa Bank crisis, Swiss Bank and the Holocaust funds.
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
- ▶ 24:13 Jordi Visser So if you go back to the Mexico days, one of the beliefs I have in risk management is that you really need to have
- ▶ 28:16 Jordi Visser Not after the event, but it gets back to what I learned about Mexico. 2 times in the scene
- ▶ 1:22:02 Jordi Visser So going through Mexico in 1994 and processing and realizing it.
Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
- ▶ 20:59 Steve Kuhn Sometimes you see a New York Times article about Walmart's practices in Mexico. 3 times in the scene
Ben Reiter – Moneyball 2.0 (Capital Allocators, EP.64)
- ▶ 29:17 Ben Reiter He grew up in Mexico, although he's an American.
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
- ▶ 8:02 Michael Cembalest So Mexico would spend money
- ▶ 10:13 Michael Cembalest Morgan, and in 1994, after the Mexican peso devaluation, you couldn't sell a peso denominated asset or a dollar denominated asset with exposure to Mexico to anybody, and over the subsequent decade, all sorts of Mexican denominated assets…
- ▶ 12:18 Michael Cembalest I mean, if you were underwriting a Mexican government bond, you could still get paid a point and a half to two points in underwriting fees.
Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)
Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16)
Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12)
- ▶ 19:12 Mario Therrien Or, you know, uh, doing a, a toll road in Mexico?