4min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP553: Why Hard Assets are Positioned to Outperform w/ Tavi Costa

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

The Contrarian Play of Investing in Brazil

Investing in Brazil has to do with the fact of as we learn about this natural resource space better and better. It's a very thin market to spread your wings around, especially if you're a large institution looking to find significant exposures. Most of the Brazilian economy is related to natural resources. At the same time, it is almost like the Switzerland of the bricks in terms of geopolitically speaking.It will sell things to China. It will also sell things to the US, even sell things to Russia really.

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