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PlusReal Visionaries: Brent Johnson

Why Iran Is a Land of Opportunity

Featuring Maciej Wojtal and Brent Johnson

Apr 14, 2022 • 54 minutes

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Real Visionaries: Brent Johnson

Why Iran Is a Land of Opportunity

There's a lot more to the geopolitical hot spot than headlines suggest.

Featuring Maciej Wojtal and Brent Johnson

Apr 14, 2022 • 54 minutes

When it comes to emerging markets, few investors think of Iran. That, according to Maciej Wojtal, the CIO of Amtelon Capital, is an oversight. In a fascinating conversation with Brent Johnson, the CEO of Santiago Capital, Wojtal makes a compelling case for a country many consider uninvestable. His evidence includes the following: a large, young, well-educated, vibrant population; huge amounts of natural resources; little personal and institutional debt; and a highly regulated and liquid stock market with valuations unheard of in developed markets. Geopolitics will be a major issue for the foreseeable future when it comes to investing in Iran. But, as Wojtal notes, circumstances are evolving in a positive way, and he’s optimistic Washington will soon make a new deal with Tehran. Perhaps it’s time to consider Iran through a post-sanctions lens. Recorded on March 7, 2022. If this conversation has piqued your interest in emerging and frontier markets, check out Raoul Pal’s and Grant Williams’s “Monsoon” presentation from July 15, 2015 : https://rvtv.io/3O2aewW Show More

This series is all about connecting viewers with some of Real Vision's most forward-thinking guests. Join Brent Johnson, godfather of the "Dollar Milkshake Theory," as he brings his expertise and inquisitive mind to his discussions about culture, science and global economics. Widely regarded as true visionaries in their respective fields, these industry experts challenge the status quo, ask the questions nobody's asking, and make their own rules for success.

More Episodes

This series is all about connecting viewers with some of Real Vision's most forward-thinking guests. Join Brent Johnson, godfather of the "Dollar Milkshake Theory," as he brings his expertise and inquisitive mind to his discussions about culture, science and global economics. Widely regarded as true visionaries in their respective fields, these industry experts challenge the status quo, ask the questions nobody's asking, and make their own rules for success.

More Episodes

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