3min 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 Risks of Brazil

I'm very bullish about Brazil. I love the fact that opportunity has been masked by the political leadership right now, which a lot of people are bearish on. The early 2000s when we had a commodity bull market, in fact, happened when Lula, the same president today, became the leader of that time. There's a lot of asymmetric opportunities in that space as well. So a much rather own Brazilian asset, South American assets, and it's a portion of a portfolio. It's not a huge portion of it, but it's a growing portion of afolio. I can see it growing over time.

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