Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

My guest today is Martín Escobari. Martín is Co-President and Head of Global Growth Equity at General Atlantic. We talk about General Atlantic’s unique founding story and how its long-term structure, including permanent capital, a single P&L, and partnership culture, allows it to invest differently than other growth equity firms. We discuss the firm’s global perspective and particularly why the premium on U.S. equities is creating compelling opportunities across international and emerging markets. Martín has spent his career investing through bubbles, market cycles, and technological shifts. He shares his investing framework for balancing intuition with analysis, his approach to “spearfishing” for once-in-a-decade opportunities, and why he believes this is the best window for growth equity since 2009. Martín also reflects on his incredible personal story. He talks about growing up in turbulent Bolivia, and the role of curiosity and optimism in sustaining a long investing career. Ma...