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The best deals happen when sellers are desperate and buyers are scarce. I make sure I’m always the buyer who shows up.
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Sovereign debt is the ultimate game of patience. Countries don’t disappear. They eventually pay.
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Latin America is the most mispriced region in global finance. The volatility scares people away, and that creates opportunities.
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Restructuring is not just finance. It’s negotiation, politics, law, and psychology all at once.