cover of episode A world of opportunity: Rob Citrone’s best ideas

A world of opportunity: Rob Citrone’s best ideas

2025/5/22
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Rob Citrone: 我对美国经济和市场持乐观态度。我认为2026年将是美国经济腾飞的一年，这主要得益于大规模的减税政策。虽然目前经济增速有所放缓，但我不认为会出现真正的衰退，即使有也只是短暂的。我相信美国私营部门的活力和技术优势将继续推动经济发展。此外，我认为特朗普政府的关税政策最终将对美国有利，有助于实现更公平的贸易。目前，我最看好拉丁美洲的投资机会，那里的资产价格便宜，政治环境也在向更有利于市场的方向转变。尽管美元走势难以预测，但我预计美国股市在经历抛售后将迎来反弹，利率也将上升。

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Rob Citrone, founder of Discovery Capital Management, discusses his investment framework, high-conviction views, and the importance of short positions in risk management, with Goldman Sachs’ Tony Pasquariello, global head of hedge fund coverage in Global Banking & Markets.

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