CEOInterviews.AI
Start App
Try: AI strategy tariffs earnings guidance layoffs interest rates growth

Roberto Neto

Former President, Central Bank of Brazil

Search every verified Roberto Neto interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Roberto Campos Neto, former president of the Central Bank of Brazil and current vice-chairman of Nubank, has been hosting the InvestNews program "POV | Ponto de Vista" in partnership with Nubank, where he interviews prominent financial market figures. In the first episode, he spoke with Luis Stuhlberger, CEO and CIO of Verde Asset Management, about global debt levels and Brazil's fiscal situation. Campos Neto stated that Brazil's fiscal problem is serious, noting that the government is projected to spend 38.8% of GDP this year, an all-time high, and he discussed the country's current account deficit being comfortably financed by foreign direct investment. In the second episode, he interviewed Rogério Xavier, founder and manager of SPX Capital, on geopolitical risks, AI investment valuations, and global debt. Campos Neto said he thinks the market minimizes the Russia-Ukraine war and its potential to escalate near NATO borders, and he described valuations of AI-linked companies as exaggerated, adding that he considers China a real competitor to the United States in the AI race, citing China's cheaper cost of capital and centralized approach as advantages.

Recent appearances

Verified interview transcripts

Notable quotes

“I think the valuations are exaggerated. I'm not saying they're absurd, or that they're bubbles, but I think they're exaggerated, because I don't think there's room for all of them to have this valuation, all these companies linked to artificial intelligence. This phrase I'm going to say will probably not allow me to enter the United States anymore, but I think China is a real competitor. I think China has three enorm”

“I think the market minimizes the war in Ukraine with Russia a lot. There are several very disturbing elements happening near Odessa, in Ukraine, which is close to the border with Moldova and towards Romania. I'm not saying I'm predicting a Russian invasion of Moldova or Romania, but I think there's a chance of a conflict, or at least provocation. And then, as a member of NATO, it could generate an issue that could di”

“A gente produz um déficit em conta corrente que deve se acomodar em uns 2% do PIB, e só o FDI, de 3%, 3,5%, paga isso com folga — sem contar investimento em renda fixa ou em ações. A gente financia a conta corrente com folga. E, olhando a evolução da exportação do agro, isso pesa: a gente é um país net creditor em dólar, e isso pesa muito a nosso favor.”

“O problema fiscal do Brasil é muito sério, porque os Estados Unidos têm um problema fiscal por arrecadação muito baixa — arrecadam 31% do PIB agregado e gastam 39%. Para um país cujos pares europeus arrecadam 45%, ele poderia resolver isso com aumento de impostos. Os Estados Unidos têm essa solução, ninguém quer, mas ela existe. Aqui, pedi pro nosso time econômico atualizar esses dados: o governo brasileiro, nas suas”

“Tentar fazer com que o Banco Central saia, né, o máximo possível, né, da polarização política e encontre as pessoas independentes do partido que você ache que possam agregar em ideias que sejam semelhantes às ideias delas. Então a gente, por exemplo, teve par projetos, né, durante projetos importantes durante o governo Bolsonaro, onde a relatoria foi, né, de tem um caso específico no senador do PT, em alguns vários s”

“Eu daria um conselho de que é é importante se aproximar do Congresso, porque no final no Brasil tudo é lei e todas as mudanças que passa pelo Banco Central de uma forma de outra, não todas, mas grande parte acabam virando, né, projetos de lei. E quando eu vim pro Banco Central, não era isso que eu tinha sido informado. Então eu me informaria disso, eu falaria para mim mesmo: 'Olha, o que te disseram não é verdade. Vo”

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →