LATAM Stocks Podcast

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 and investment landscape. We discu

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 stock trades on the Brazilian stock ma

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 many dentists but dental insurance i

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 the upcoming elections in Mexico.Thi

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 regulation in a dollarized economy.Este

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 expats, as well as some of the diffe

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, discussing some of the most interesti

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: SUZThe conversation is full of interesting information about the global pulp and paper industry as well as useful information for investor

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 in other Latin American countries suc

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 Emerging Markets. He is also an economic