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Nicolás Dujovne

CIO and founder of Tenac Asset Management and former Treasury Minister of Argentina. Expert in emerging market economies and EM debt investing.

Best podcasts with Nicolás Dujovne

Ranked by the Snipd community
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39 snips
May 23, 2025 • 1h 25min

Fiscal Decay, EM Parallels, and What’s Next for the Dollar | Nicolás Dujovne

Nicolás Dujovne, former Treasury Minister of Argentina and founder of Tenac Asset Management, dives deep into the intricacies of emerging market economies. He discusses the parallels between U.S. fiscal issues and those faced by emerging markets, while clarifying why the U.S. doesn't fully resemble an emerging market. Dujovne highlights the risks and rewards of investing in EM debt, and shares his thoughts on the weakening dollar. He also points to promising opportunities for investors navigating this complex landscape, making a compelling case for including EM debt in portfolios.
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14 snips
Mar 25, 2025 • 1h 5min

From Treasury Minister of Argentina to Macro Hedge Fund Manager | Nicolás Dujovne of Tenac Asset Management

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.

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