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Real Vision: Finance & Investing

The Next Big Trade - Maciej Wojtal on Why To Invest in Iran’s Bright Future

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.11.1K Ratings

🗓️ 2 October 2022

⏱️ 51 minutes

🧾️ Download transcript

Summary

Cheap valuations, realistic catalysts for earnings growth, and a relatively young, educated population have Maciej Wojtal feeling very bullish on Iran and its economy. Wojtal, the founder and chief investment officer of Amtelon Capital, joins Harry Melandri to explain his optimism about a nuclear deal and to make the investment case for Iranian stocks and the Iranian rial. Never miss an episode of Next Big Trade - subscribe here. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

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0:30.2

One note before we start the show. This conversation was recorded on September 8th, 2022,

0:35.6

before the current protests across Iran. So we had to consider not airing this episode.

0:40.3

But Masha Voital said his views actually have not shifted at all. He says the protest could cause

0:45.5

internal pressure on the government to do something to calm the people down. What the people

0:49.6

want is a deal with the West. It should make them more flexible and signed a deal.

0:53.7

Masha Voital says these protests likely won't evolve into a revolution.

0:57.9

He says if it ever did, it would turn Iran into a secular country and not a religious one.

1:02.7

Enjoying the Western world and becoming a secular nation.

1:05.6

So with that said, this conversation is actually even more relevant than on the day we recorded it.

1:11.2

Iran seemed very, very special, very unique because it was a country that was closed for so many

1:17.5

years or decades actually. It missed out on so many pro opportunities that other emerging markets

1:24.4

experienced. And it was suddenly opening up. That very good thing was also that there were no

1:30.0

other foreign investors in the market. So there was a tremendous investment of opportunity.

1:38.7

Hi everyone and welcome to the next big trade. I'm your host Harry Malandry from MI2 Partners.

1:44.7

Enjoy the show. Welcome to the next big trade. Thanks for joining us.

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