))
The Bullish Macro Case for Brazilian Stocks with Blind Squirrel Macro
Manage episode 396950360 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 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 Time!" which lays out Rupert's bullish macro thesis for Brazil.
The link to the research is below and it is well worth the read! Our conversation is also full of useful information for investors!
If you want to follow Rupert and Blind Squirrel Macro you can follow him on Twitter/X and SubStack:
Twitter/X: https://twitter.com/SquirrelMacro
Blind Squirrel Macro Newsletter: https://www.blindsquirrelmacro.com/p/samba-time
_____________________________________________________________________
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/
29 episodes
Share
