Nicolás Dujovne, CIO and founder of Tenac Asset Management, reveals his journey from serving as Argentina's Treasury Minister to becoming a hedge fund manager. He discusses how macroeconomic insights shape investment strategies in emerging markets, emphasizing both the growth potential and risks involved. Dujovne also highlights the importance of understanding international finance institutions like the IMF, as these insights can significantly impact returns. Additionally, he shares thoughts on the evolution of investment practices post-pandemic and election forecasting dynamics.