A world of opportunity: Rob Citrone’s best ideas

In this episode of Goldman Sachs Exchanges Great Investors, Tony Pasquariello interviews Rob Citrone, founder of Discovery Capital Management, about his macro investing strategies, particularly in emerging markets. Citrone shares his constructive outlook for the U.S. economy in 2026, driven by tax cuts and the strength of the private sector, while also highlighting significant opportunities in Latin America due to cheap assets and political shifts. He emphasizes the importance of a top-down and bottom-up investment approach, combining macro views with individual stock picking, and values the role of short selling in risk management. Citrone also discusses his investment style, drawing from his experiences with Julian Robertson and George Soros, and touches on his involvement with the Pittsburgh Steelers and philanthropic endeavors.