Venezuela, every mention
37 scenes · ← back to Venezuela
tap a year for its mentions
every year anyone Ted Seides 89Rodrigo Bitar 33Richard Lawrence 4Thomas Haugaard 2Seth Masters 2Nick Rohatyn 2Louis-Vincent Gave 2Eric Peters 2Orlando Bravo 1Jim Dunn 1
Verbatim, from the transcripts: the passages where Venezuela comes up
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 1:03:52 Nick Rohatyn And the proximity and the strategic importance that Venezuela has. 2 times in the scene
Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442)
- ▶ 4:55 Ted Seides Our conversation this time around covers the investment case for Latin America, Three B One's experience in Venezuela, lessons learned from operating in high risk illiquid markets,
- ▶ 9:09 Ted Seides Within Latin America, a lot of different countries, and the one you've historically focused on, Venezuela, doesn't necessarily fit, at least politically, in alignment with the U.S. 11 times in the scene
- ▶ 12:07 Ted Seides We'd love to dive into what you've done in Venezuela since the time you last came on the show. 3 times in the scene
- ▶ 15:09 Rodrigo Bitar Most of them are Venezuelan families. 4 times in the scene
- ▶ 17:57 Rodrigo Bitar We have some of those brands in Venezuela. 2 times in the scene
- ▶ 19:33 Rodrigo Bitar There's very little credit in Venezuela because of how the local economy works. 6 times in the scene
- ▶ 23:17 Rodrigo Bitar Case study, because in a very short time frame, two years, three years, we've built the second largest pharma company in the country, and we're seeing the fruits of that effort. 3 times in the scene
- ▶ 24:10 Ted Seides You mentioned you almost expect going into any investment in Venezuela, there's going to be risk, there's going to be volatility, there's currency, all different kinds of things. 6 times in the scene
- ▶ 27:01 Ted Seides When asset prices are that cheap in the private markets in Venezuela, how difficult is it to get someone to sell to you? 10 times in the scene
- ▶ 29:09 Ted Seides So now that you've gone into Venezuela and dealt with the particular challenges that country, how do you think about what's next? 7 times in the scene
- ▶ 32:31 Ted Seides From a business perspective, structurally, when you start with a Venezuela-focused fund, how do you then pivot and say, okay, we started in Venezuela, but now we have this management team that can do this in Latin America? 7 times in the scene
- ▶ 34:19 Ted Seides When you go out and talk to investors today about the empty room of Venezuela or broader in Latin America, what are you hearing people's feedback? 5 times in the scene
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 27:07 Louis-Vincent Gave Venezuela, get China out of there.
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
- ▶ 14:36 Thomas Haugaard And you probably also see more news about Venezuela. 2 times in the scene
Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
- ▶ 4:16 Ted Seides We've shared conversations under the theme about investing in Venezuela, Africa, CLO equity, tax assets, and biotech.
Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
- ▶ 4:40 Ted Seides Investing in Africa follows earlier discussions about private equity in Venezuela and public equity in biotechnology as intriguing contrarian opportunities in the current market environment.
Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)
- ▶ 4:12 Ted Seides In this case, we dive into the investment case for Venezuela, a non-starter for pretty much every institution because of the country's autocratic political regime, sanctions, and headline risk. 6 times in the scene
- ▶ 5:49 Rodrigo Bitar And in that period of time, we came back to the US, and we also lived in Venezuela, where it was at that moment in time, one of the wealthiest countries in the region, and it had one of the longest democratic traditions in the region. 2 times in the scene
- ▶ 9:37 Rodrigo Bitar What we're doing on the principal side is in Venezuela. 8 times in the scene
- ▶ 12:18 Ted Seides So when anyone thinks of Venezuela these days, there's a real question of the political regime and sanctions, and why don't we start there with what's happened and how investable are these businesses in this country as a result? 14 times in the scene
- ▶ 17:42 Rodrigo Bitar Venezuela had always been a very dollarized in the minds of people. 3 times in the scene
- ▶ 19:36 Ted Seides How do you think about private market investing versus public market investing in Venezuela? 2 times in the scene
- ▶ 24:31 Rodrigo Bitar So we had done a lot of work in Venezuela, but my partners are a large Venezuelan family. 4 times in the scene
- ▶ 28:33 Ted Seides So it's pretty easy to see the potential upside should Venezuela make it back to where it was a decade ago. 4 times in the scene
- ▶ 32:59 Ted Seides What have you learned about investing in Venezuela from your activity the last couple of years? 6 times in the scene
- ▶ 36:40 Rodrigo Bitar And I think that's been particularly when we're doing very challenging things like this thing that we're doing in Venezuela is very challenging.
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 33:50 Louis-Vincent Gave Sure, the consumer doesn't like it when energy prices goes up, but in the past, when energy prices went up in the U.S., it meant that money was leaving the U.S. consumer's pocket to go to Venezuela, to go to Nigeria, to go to Russia, to go…
James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- ▶ 12:10 James Aitken Because look at the fines that all these big global institutions, or one particular European institution, had to pay over the past decade when it became apparent they had breached sanctions on Iran or Venezuela and elsewhere.
Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
- ▶ 29:18 Ted Seides I think I floated it by all of you, which is private equity in Venezuela. 5 times in the scene
Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206)
- ▶ 7:33 Orlando Bravo Went to Venezuela.
Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
- ▶ 48:35 Eric Peters Argentina or Venezuela, but maybe what will happen is that that group of countries that have more check and balance because of these private systems and moving money around, they may find that their policies are scrutinized more.
- ▶ 49:56 Eric Peters So there will probably be some people who continue to have anonymous accounts and they'll live in places like Venezuela and Argentina and Turkey and wherever.
Ben Reiter – Moneyball 2.0 (Capital Allocators, EP.64)
- ▶ 30:46 Ben Reiter And how they decided in large measure was again, looking for this growth mindset, looking for players who had the personal traits that would allow them to become more than it seemed that they could become, you know, a five foot five inch…
Seth Masters – Investment Polymath (Capital Allocators, EP.38)
- ▶ 50:36 Seth Masters Right now it's, by the way, a devastating problem in Venezuela. 2 times in the scene
Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
- ▶ 8:19 Richard Lawrence No, so after college, I just went down to Venezuela, of all places, which at the time was the richest country in South America, and I worked there for two years, and then I traveled for a year around South America, just kind of backpacking… 4 times in the scene