In this episode I speak with BowTiedMara, a very popular english speaking Twitter account that posts about politics, lifestyle, and economics in Argentina. He also manages SOV Spot, a consultancy helping expats with visa and residency services. BowTiedMara is one of my favorite sources of information about Argentina. This is a wide ranging discussi…

In this episode I speak with Fletcher Kosut, managing partner at Buzios Consulting. Buzios is a recruiting firm specialized in executive level recruiting for Latin American financial markets. Fletcher has a ton of experience working with Latin American financial services companies and provides really interesting insights into this job market for bo…

In this episode I speak with Mack Meyer. Mack runs the publication Startups Mexico, where he covers the Mexican startup and venture capital ecosystem. He has interviewed and profiled some of the leading founders, venture capitalists, and startups in Mexico. We discuss Mack's background and what attracted him to the Mexican startup world. We cover t…

In this episode a speak with Scott Freeman, an investment analyst at Variant Perception. Variant Perception is an investment research firm that builds predictive investment models. We discuss some of Variant Perception's models as they relate to LATAM and how Scott is interpreting them. Topics discussed include copper & gold, LATAM election cycles,…

In this episode I speak with Daniel Gewehr. Daniel is the head of equity strategy at Itaú, one of Brazil's largest banks and most important banks. Our conversation is a deep dive into Brazil's equity market including topics like market structure, relevant industries and sectors, as well as current international investor sentiment based on Itaú's re…

In this episode I speak with Fabio Jamra. Fabio is a Partner at RGS Partners, one of the leading M&A firms in Brazil. We discuss the Brazilian mergers & acquisitions market in detail, including the recent history of M&A in Brazil, inbound versus outbound M&A, and future trends. Fabio is focused on Tech and Software M&A, so we dig into that market i…

In this episode I speak with Raphael Palone, Managing Partner of FK Partners. FK partners is the largest financial markets certifications education company in Brazil. Their courses help students prepare for local Brazilian certifications, as well as international certifications like the CFP & CFA. FK Partners offers over 90 courses, has 165 profess…

In this episode I speak with Federico Orsi. Federico is a founding partner of Impactio finance, a finance and economics advisory firm that advises firms, startups, and investment funds on their investments in Argentina. He is also a finance professor at Universidad Austral in Argentina. We cover a wide range of topics related to Argentina's economy…

In this episode I speak with Pedro Alvarenga the CFO and Investor Relations Officer at CSU Digital. CSU Digital is a publicly traded Brazilian technology company that provides technology infrastructure to the financial services industry. They are also developing AI products that they have recently begun rolling out to their clients. CSU Digital sto…

In this episode I speak with Jose Pacheco. Jose is the CFO and Investors Relations Officer at Odontoprev. Odontoprev is the largest dental insurance company in Brazil with over 8.6 million clients. The company is publicly traded in Brazil under the ticker symbol ODPV3. We discuss Brazil's dental care market in depth. For example why Brazil has so m…

In this episode I speak with Sebastian Miralles. Sebastian is the founder and managing partner of Tempest Capital, one of the leading private equity firms in Mexico. We discuss Sebastian's "Mexican Decade" thesis and how it relates to the "Near Shoring" trend. We also discuss corporate governance and conducting due diligence in Mexico, as well as t…

In this episode I speak with Esteban Arroyo. Esteban is the treasurer and formerly the head of capital markets at Banco Pichincha. Banco Pichincha is the largest bank in Ecuador. We start out by discussing Esteban's career working with capital markets in Ecuador. Then we talk about the current state of Ecuador's economy, as well as banking and regu…

In this Episode I speak with My Latin Life. My Latin Life is one of the leading lifestyle and culture accounts focused on Latin America. They also help their clients navigate Visas and Residences processes throughout Latin America. We discuss some of the benefits of setting up a base in Latin America, LATAM countries that have become popular with e…

In this episode I speak with Lucas Abreu. Lucas is a Venture Capitalist based in Brazil. He regularly writes about Venture Markets in LATAM on his SubStack and publishes the widely read "The Next Big Thing in LATAM" report annually. We discuss the Brazilian VC market in general. Later on we get into the 2024 "The Next Big Thing in LATAM" report, di…

In this episode I speak with Gabriel Boente. Gabriel is an equity research analyst at the Brazilian research firm VAROS. He specializes in Agribusiness companies. This episode is a deep dive into Brazil's pulp and paper giant Suzano, NYSE ticker: SUZ The conversation is full of interesting information about the global pulp and paper industry as wel…

In this episode I speak with Alejandro Cifuentes, director of asset management at MMG Bank in Panama. We go into detail about the state of Panama's economy including the impacts of shutting down the First Quantum copper mine, difficulties at the Panama Canal due to low water levels, and Panama's debt. We also discuss high yield debt opportunities i…

In this episode I speak with Dr. John Welch. John is an economist and professor that has had a long and successful career covering Latin American. He has worked as a managing director at major financial institutions in Latin America, including as the chief economist at Banco Itaù. Currently John runs his own research firm called Research for Emergi…

In this episode I speak with Justin Schwartz, managing partner at IMPAQTO Capital. IMPAQTO is an impact investing fund focused on early stage startups in the Andean Region. Justin and IMPAQTO are both based in Ecuador, so this episode is full of useful information about Ecuador and the wider Andean Region. Some of the topics covered include: - Over…

In this episode I speak with Rupert Mitchell from Blind Squirrel Macro. Blind Squirrel Marco is a macro economic investment research publication that draws on Rupert's more than 30 years of experience working with, and investing in, global financial markets. In this conversation we discuss a recent Blind Squirrel Marco research piece titled "Samba …

In this episode I speak with Ian Bezek. Ian is an investor and analyst that covers Latin America. He regularly covers Latin American investments for the readers of his popular newsletter and Twitter (Links Below). Ian is based in Colombia, so his boots on the ground perspective provides great intel for investors interested in the region. In this co…

In this Episode I speak with Fernando Siqueira. Fernando is an economist and the head of research at Guide Investimentos. We discuss the Brazilian investment landscape in detail, including Fernando's bullish call for Brazil's stock market in 2024. We dig into a few specific sectors of the equity market. Then Fernando gives his view on Brazilian deb…

In this episode I speak with Eraldo de Paola. Eraldo is a partner and the Chief Investment Officer of L&S Investment Advisors and Plural Advisors. He specializes in helping Brazilian investors with international investments. In this conversation we touch on a wide range of investment topics including currency risk in Latin America, Political risks …

In this episode I speak with Lucas Queiroz, a fixed income strategist at Itaú, one of the top banks in Brazil. Lucas publishes a popular research piece called the "Carta do Estrategista". In this conversation we touch on all things fixed income in Brazil such as Brazilian treasuries, interest rates, portfolio construction, and more...! Follow Lucas…

In this episode I speak with Pedro Dejneka. Pedro is the co-founder of MD commodities where he advises on over 10 million acres of agriculture land in Brazil. He provides his clients with analysis related to agriculture markets, commodities prices, hedging, macroeconomics, and more. We first discuss Pedro’s background. Then we talk about Brazil’s e…

In this episode I speak with William Cordeiro. William is the managing partner at Saasholic, a Brazilian early stage venture capital firm focused on investing in SaaS companies in Latin America. We discuss the history of venture capital in Brazil and the current market dynamics, which William terms "The 3rd wave of venture capital in Brazil." We al…

In this episode I speak with Marcos Paolozzi. Marcos is the chief investment officer of Hieron family office. He is also an international master of chess and the former Brazilian national champion. We discuss Marcos’s career in chess and investing, as well as some of the parallels between the two. We also talk about some of Marcos’s views on the U.…

In this episode I talk to Frederico Nobre, Head of Research at Brazilian brokerage Warren. He is also an analyst specialized in commodities companies, especially Brazil’s Oil & Gas sector. We talk about Frederico’s background, including his time covering Petrobras at Reuters. Then we do a deep dive into Petrobras; past, present, and future. Finally…