2025 Sohn NY Conference: Rob Citrone Likes This Latin American Stock And This Commodity

At the 2025 Sohn New York Conference, Karen Karniol-Tambour, Co-Chief Investment Officer at Bridgewater Associates, and Rob Citrone, Co-founder of Discovery Capital Management (and minority owner of the Pittsburgh Steelers), engaged in a fireside chat discussing macro. The two investors explored a world amid a once in a lifetime shift shift. They highlighted how the deflationary, globalization-fueled era that benefited the U.S. for decades is giving way to a more fragmented, mercantilist environment, one where states prioritize national wealth and self-sufficiency over global cooperation, and how investors can profit from this new paradigm.

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2025 Sohn New York Conference – Rob Citrone and Karen Karniol-Tambour

• Generational shift – returns over decades – big secular forces that drive environment – globalization, immigration, US as security umbrella – deflationary, easy money  which Made US the winner