The Meb Faber Show - Better Investing Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550
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Sep 20, 2024 Rob Citrone, founder of Discovery Capital Management and a former manager for the Soros family, discusses a shifting investment landscape. He predicts greater volatility and lower returns ahead, while highlighting Argentina as a promising market. Rob explains why he holds a bearish view on China and Europe, but sees strong potential in Latin America, particularly in India. He shares insights on the art of short selling and his foray into cryptocurrencies, emphasizing the discipline required to navigate today's financial markets.
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Longevity in Investing
- Love what you do and have a competitive advantage.
- Know your strengths and play to them.
Lessons from Investment Legends
- Reduce your position size if conviction drops, don't wait.
- Cross-reference your investment ideas with multiple sources.
Soros and the 2008 Crisis
- Rob Citrone recounts a discussion with George Soros during the 2008 financial crisis about Eastern Europe's potential collapse.
- Soros immediately called Gordon Brown, which led to a plan stabilizing Eastern Europe.