Episode Details
| Title | A world of opportunity: Rob Citrone’s best ideas |
|---|---|
| Date | 5/22/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $ARGENTINA - Highly bullish on Argentina across multiple asset classes, with a long-term investment strategy implemented over the past 18 months.
- “Starting, you know, back about eighteen months ago, we got very large in all the asset classes. And we do it in a way where where we use all the asset classes.” - Rob (9:21)
- 🟢 $LATAM - 🔒
- 🟢 $US_ECON - 🔒
- 🟢 $EQUITIES - 🔒
- 🟢 $TECH - 🔒
Bearish:
- 🔻 $REGBANK - 🔒
- 🔻 $CHINA - 🔒