LATAM Stocks Podcast

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).We discuss Mexico's election and its impact on the country's investment markets, President Milei's first 9 months as the president of Argentina, and the current state of C

In this episode I speak with Rafael Nunes, Managing Partner of Harbour Capital. Harbour is a Brazilian investment firm focused on private credit and alternative assets.We discuss Brazil's private credit landscape, structuring private credit investments in Brazil, as well as some of the areas Rafael is finding attractive investment opportunities like machine financing and financing

In this episode I speak with Garrett Goggin. Garrett is an analyst and investor specialized in precious metals and precious metals mining stocks. He runs a popular investment newsletter called The Golden Portfolio.We discuss Garrett's outlook for gold and silver. Then we speak generally about analyzing and investing in mining stocks. Later in the conversation I ask Garrett about Ca

In this episode I speak with Francisco Kops, Chief Investment Officer at Ivest, a Brazilian multi family office. Francisco has a ton of experience working with Brazilian investment markets. He has previously worked as a research analyst and portfolio manager at some of Brazil's leading companies.We discuss a wide range of topics related to Brazil's financial services industry and m

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 discussion where we talk about Milei's firs

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 both job seekers and companies.If you

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 the current state of the ecosystem i

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 id

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 recent event in New York City.You c

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 in detail and th