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Podcast: The Meb Faber Show - Better Investing
Episode: Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550
Description: Today’s guest is Rob Citrone, founder of Discovery Capital Management, a hedge fund that invests opportunistically across asset classes in emerging and developed markets. Rob worked for Julian Robertson at Tiger Management in the mid 1990’s and managed money for the Soros family. He’s also a minority owner of the Pittsburgh Steelers.In today’s episode, Rob explains why he expects the investment regime to shift, with higher volatility and lower returns in the next decade. He highlights the potential for Latin America to outperform Asia in the coming years and why he sees a huge opp...