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My conversation with Martín Escobari, Head of Growth Equity at General Atlantic, explores the history of the firm and the current state of growth and emerging markets.
He shares why this is the best window for growth equity since 2009, and how the premium on U.S. equities is creating compelling opportunities abroad.
Martín also has an incredible personal story. He grew up in Bolivia during a period of extreme political and economic turmoil and shares how those experiences shaped his investing philosophy and his belief that curiosity and optimism are essential to a long career.
Martín's infectious energy and genuine love for investing made this conversation both insightful and a lot of fun.
Enjoy!
Timestamps:
0:00 Intro
4:12 The Art of Spearfishing
9:20 Navigating Bubbles
16:38 Chuck Feeney’s Vision
23:43 Evergreen Funds
27:39 The Case for Global Diversification
40:07 Checklist vs. Gut
51:53 Career Advice for the AI Era
56:11 Power Alleys
1:09:36 Mentoring
1:12:07 Kindest Thing
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