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Horizontes: LatAm Business Leadership Insights
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Content provided by Americas Market Intelligence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Americas Market Intelligence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Horizontes helps Latin American business leaders understand key issues affecting their companies/industries and further develop their leadership skills via in-depth talks with a wide range of expert guests.
29 episodes
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Content provided by Americas Market Intelligence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Americas Market Intelligence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Horizontes helps Latin American business leaders understand key issues affecting their companies/industries and further develop their leadership skills via in-depth talks with a wide range of expert guests.
29 episodes
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Horizontes: LatAm Business Leadership Insights
1 US-Latin America foreign policy braces for disruption: A conversation with Eduardo Gamarra of Florida International University 1:14:01
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Play Later Play Later Lists Like LikedSend us a text The world awaits with bated breath to learn how Donald Trump and Marco Rubio plan to reshape US foreign relations. No region will be as profoundly impacted as Latin America, as the US reconsiders long-standing positions on trade, migration, aid and military cooperation. To help predict some of those policy changes as well as the far reaching influence of Trump's unique brand of politics, we turned to Dr. Eduardo Gamarra of Florida International University (FIU). With close to four decades of experience studying Latin American and US politics and how they intersect with one another, Dr. Gamarra is a sage and calm voice in time of heated partisanship.…
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Horizontes: LatAm Business Leadership Insights
1 The Future of Latin America's Healthcare Market: A conversation with Guillaume Corpart, CEO of Global Health Intelligence 44:11
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Play Later Play Later Lists Like LikedSend us a text Latin America's healthcare market is growing at close to 10% per year, driven by a rapidly aging and increasingly obese population. For some, the regon's rapidly expanding healthcare spending is an opportunity, but it also represents an enormous fiscal challenge ahead for the region. To help us understand the complexities of an industry that touches us all, we interviewed Guillaume Corpart, Managing Director of Global Health Intelligence.…
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Horizontes: LatAm Business Leadership Insights
1 Mexico's Challenging 2024 Political Transition: A conversation with Julio Portales and Roberto Salinas 1:14:20
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Play Later Play Later Lists Like LikedSend us a text Mexico's recently inaugurated President Claudia Sheinbaum aims to chart a delicate path forward, inventing necessary new policies while preserving the political legacy of her mentor, AMLO. Julio Portales and Roberto Salinas together bring over 60 years of political and economic analysis of Mexico. Their nuanced understanding of political transition makes for an informative podcast.…
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Horizontes: LatAm Business Leadership Insights
1 Latin America 10 Years into the Future 1:06:20
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Play Later Play Later Lists Like LikedSend us a text Latin America's demographic shift is about to accelerate as its elderly population leads all segments with double digit annual growth. The transformative adoption of new and often disruptive technology is rapidly changing competitive landscapes and basic assumptions for businesses in the region. Companies need more time to adequately plan their future product portfolio and asset structure. That is why AMI developed a 10-year forecast of the region.…
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Horizontes: LatAm Business Leadership Insights
1 Latin America's aviation industry: a conversation with Arturo Barreira, Airbus’ President for Latin America 1:01:28
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Play Later Play Later Lists Like LikedSend us a text Airbus is now the world's largest aeronautical manufacturer, in part thanks to its ability to penetrate aviation markets around the world, including Latin America. The region's airlines have gone through their fair share of tumult but even greater disruption lies ahead. Latin America could become the world's leading supplier of sustainable aviation fuel as well as a leading labor pool of future pilots and technicians. To help make sense of this future, we will chat with Arturo Barreira, the veteran leader of Latin America at Airbus who knows the industry like few others.…
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1 What to Make of Mexico's Plan C: A Conversation with Roberto Salinas of Mexico Business Forum & Arthur Deakin of AMI 1:31:41
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Play Later Play Later Lists Like LikedSend us a text The election of Claudia Sheinbaum delivered several surprises. One of the less welcome surprises from the investor's point of view was the creation of a super majority in the Chamber of Deputies and 2 seats shy of a super majority in the Senate, in addition to control of 75% of Mexico’s governorships. During the month of September, when these newly elected officials take office, AMLO will still be in power and able to exercise his plan C — a radical overhaul of the constitution. That has many people concerned.…
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Horizontes: LatAm Business Leadership Insights
1 The Defanging of Colombia's President Gustavo Petro 1:01:52
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Play Later Play Later Lists Like LikedSend us a text The election of Gustavo Petro in 2022 was unsettling to many Colombians. After naming a somewhat centrist cabinet, his lack of quick wins led Petro to surround himself with loyal sycophants and assume a more rigid stance. The political right and Colombia's institutions have fulfilled their constitutional roles of standing up to a strident executive branch, effectively boxing in Petro. Could his four years in power go down as the longest lame duck Presidency in Colombian history? To help answer this and so many other questions about the present and future of Colombian politics we invited Sergio Guzmán to the podcast, the Director of Colombia Risk Analysis. Sergio is a singular voice of objectivity and reason in today's partisan analyisis of politics in Colombia. He explains the tactical and foretells the strategic like few others.…
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Horizontes: LatAm Business Leadership Insights
1 The Politically Intriguing Aftermath of Mexico's Elections 56:12
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Play Later Play Later Lists Like LikedSend us a text Mexico realized an historic election on June 2nd, 2024, choosing its first female President. Far more polemic is the fact that the Morena party's landslide victory delivers a 30-day window of opportunity to outgoing President AMLO to radically upend the constitution, an opportunity that he relishes. The month of September could prove contentious for Morena party leaders, as the outgoing leader AMLO vies to leave a lasting legacy while incoming President Claudia Sheinbaum struggles to calm markets roiled by the awkward transfer of power. To help us untangle this political web, we are joined by Alex González Ormerod, a rising star in the world of Mexican political analysis, who offers a highly nuanced and insightful take on Mexico's new political landscape.…
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Horizontes: LatAm Business Leadership Insights
1 Security: The Unmeasured Risk of Mexican Nearshoring 1:02:04
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Play Later Play Later Lists Like LikedSend us a text Organized crime in Mexico today includes highly sophisticated groups who have effectively penetrated the supply chains of Mexico's burgeoning exports. They have extorted their way into ownership of the agri-food sector and they regularly hijack the trucking convoys of export manufacturers — more than 50 trucks per day on average. Site selection of new manufacturing plants in Mexico must now consider security of one of the key components of decision making. Chris Dalby, a veteran security journalist, has spent a decade studying the complex economic, political and social backdrops of organized criminal groups in Mexico and provides a stunningly frank assessment of the success of Mexico's OCGs and the inability of Mexican government, policing and judiciary to combat this scourge.…
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Horizontes: LatAm Business Leadership Insights
1 Latin America Stumbles towards Energy Transition 51:59
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Play Later Play Later Lists Like LikedSend us a text Renewable energy holds much hope for investors in Latin America. The region is endowed with some of best solar and wind energy generation assets in the world. Electricity demand is growing. The region's private sector and voting public welcome energy transition. And yet, Latin American governments, despite their enthusiastic cheerleading for the idea, are the biggest obstacles to a successful and speedy transition. Arthur Deakin, AMI's Energy Sector Practice Director will help unpack this complex story in a fascinating discussion.…
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Horizontes: LatAm Business Leadership Insights
1 Preserving family tradition while embracing disruptive change: the PriceSmart story 59:09
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Play Later Play Later Lists Like LikedSend us a text David Price leads the 3rd generation of a family that invented the membership warehouse club, PriceClub (now known as Costco). As Chief Transformation Officer, David helps lead the family's foray into LAC markets, under the brand PriceSmart, first established in Panama in 1996 and now present in 13 countries. Balancing the lessons learned by family before him with the new challenges of e-commerce, global retailing and convenience chain competition, David Price must find a way to thrive in markets that also embrace the old and the new. After listening to David Price for an hour, you cannot help but be convinced of the firm's inevitable continued success.…
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Horizontes: LatAm Business Leadership Insights
1 De líder corporativo a miembro de la junta directiva: dando el salto 58:03
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Play Later Play Later Lists Like LikedSend us a text En 2021, en medio de COVID, Jorge Noguera se alejó de la cima de su carrera corporativa para perseguir sus aspiraciones de servir como miembro de la junta directiva y asesor corporativo. La transición ha sido exitosa pero también desafiante. Con Horizontes, Jorge comparte conocimientos invaluables con aquellos de nosotros que aspiramos a lograr un éxito similar en una carrera posterior a la jubilación.…
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Horizontes: LatAm Business Leadership Insights
1 The Life and Times of a Serial Fintech Entrepreneur: A Conversation with Alejandro McCormack 45:53
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Play Later Play Later Lists Like LikedSend us a text Reading Alejandro McCormack's CV will make your head spin. Since earning an Bachelor's degree at UT Austin in 2013, Alejandro has earned two graduate degrees, worked for merchant banks in Boston and London and helped lead five different fintechs based in Europe and Central America. His enthusiasm is infectious and matched only by the hard earned wisdom of his reflections.…
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Horizontes: LatAm Business Leadership Insights
1 The Good, Bad and Ugly with the 2024 Latin American Logistics Sector: A Conversation with Diego Rodríguez of AMI 1:03:21
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Play Later Play Later Lists Like LikedSend us a text Diego Rodriguez leads the logistics practice at AMI. After a decade in that role, he has studied every major market and logistics segment in Latin America. Each year, he predicts the opportunities and risks ahead for the logistics industry operating in Latin America. Logistics is now recognized as a core function to any business in the region that relies on international customers and/or suppliers. Understanding the risks ahead for the logistics industry is therefore crucial to many.…
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Horizontes: LatAm Business Leadership Insights
1 Organized Criminal Groups in Latin America: A Conversation with Sam Logan of Southern Pulse 1:10:16
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Play Later Play Later Lists Like LikedSend us a text Sam Logan has spent three decades studying OCGs (Organized Criminal Groups) in Latin America in order to understand how they are structured, how they operate, how and why they expand, and how they differentiate themselves. His understanding of OCGs has led to some startling revelations of their immense reach, sophistication and business accumen. In some parts of the region, OCGs are a defacto local government, whereby private sector companies may have no choice but to cooperate with them.…
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