Rob Citrone

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.

Rob Citrone, founder of Discovery Capital Management, shares his journey from humble beginnings to becoming a prominent figure in emerging markets. He reveals valuable lessons learned from legends like Julian Robertson and George Soros, discussing his unique investment strategies and the importance of risk management. Citrone reflects on navigating market corrections, the impact of geopolitical events like those in China and Ukraine, and the challenges facing the sovereign debt market, providing insights into the future of investments in a rapidly changing landscape.

Rob Citrone, the founder of Discovery Capital Management, shares his wealth of knowledge on hedge funds and emerging markets. He reflects on his early experiences at Fidelity and Tiger Management, offering valuable lessons from market crises. The discussion dives into the impact of inflation and debt in emerging economies, highlighting the U.S. dollar's significance. Citrone also shares insights on investment strategies, portfolio management, and the importance of communication within teams, providing a rare glimpse into the mind of a seasoned investor.