Venezuela, every mention
13 scenes (2022) · ← back to Venezuela
tap a year for its mentions
every year 2022 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
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.