))
Investing in LATAM using Capital & Election Cycles with Scott Freeman
Manage episode 424094958 series 3526282
Content provided by Patrick Flood. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Patrick Flood 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.
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, and using capital cycles to identify attractive equity markets and industries in LATAM.
I have found Variant Perception's platform very useful, so I learned a lot talking to Scott about some of their models.
If you want to connect with Scott, you can find him on LinkedIn or follow Variant Perception on Twitter/X:
LinkedIn: https://www.linkedin.com/in/scott-freeman-81a180127/
Twitter/X: https://x.com/VrntPerception
Website: https://www.variantperception.com/
________________________________________________________________________
If you are interested in Business and Investing in Latin America, Join the LATAM Stocks Community!
Twitter/X: https://twitter.com/LatamStocks
Youtube: https://www.youtube.com/@LatamStocks
LinkedIn: https://www.linkedin.com/in/patrick-flood-cfa-26869140/
And sign up to our free newsletter to receive investment overviews of the most interesting public companies in Latin America!
https://latamstocks.substack.com/
24 episodes
Share
