Nicolas Dujovne

Nicolas Dujovne, former Finance Minister of Argentina and now CIO of Tenac Asset Management, shares his insights on Argentina's turbulent economic history. He discusses the challenges of fiscal reform amidst political constraints and evaluates the potential of dollarization for stability. Dujovne also highlights emerging markets' improved resilience, driven by local financing and central bank independence. With a keen eye on geopolitics and demographic trends, he offers a cautiously optimistic view on AI's role in raising productivity and wages.