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 Brazilian Market and the Commodity Cycle

The Brazilian market attracts me not only for this backdrop that is positive for tangible assets, but also because of how cheap and historically undervalue those assets are in Brazil. The banking industry does very well during periods where commodities do perform better than other periods. Not every South America is a place we invest. We recently increased an exposure to Bolivia, which I think is in the processes of opening up their economy.

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