LATAM Stocks Podcast

Mar 03 2025 39 ep. 48 mins 2
LATAM Stocks Podcast artwork

Interviews with Investors, Analysts, and Business Leaders about Investing in Latin America.

  Business
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Early Stage Venture Capital in Latin America with Ivan Montoya

Mar 03 2025 58 mins  
In this Episode I speak with Ivan Montoya. Ivan is the founder and managing director of NuMundo Ventures, a pre-seed & seed stage venture capital fund focused entirely on Latin America. We discuss the current state of Venture Capital in Latin America, the challenges and opportunities the region presents, NuMundo's "LATAM Early Stage 100" list, and towards the end we dig into a

El Salvador & Panama - Economic & Investment Outlooks with Alejandro Cifuentes

Feb 17 2025 54 mins  
In this episode I speak with Alejandro Cifuentes, the Chief Investment officer at MMG Bank in Panama. this is a wide ranging discussion on the economies and investment landscapes in Panama and El Salvador. We touch on Panama's Cobre Copper Mine, the geopolitical situation with the panama canal, El Salvadors IMF package, and more! If you want to follow Alejandro and his work, you ca

Colombia’s Wealth Management Industry & Investment Landscape with Jonathan Combeau

Feb 10 2025 46 mins  
In this episode I speak with Jonathan Combeau. Jonathan has a ton of experience working with Colombian financial markets. He currently works with wealth management and private banking for high net worth Colombian clients. We talk about the investment landscape in Colombia, tariffs, the 2026 presidential election, and Colombia's investment culture. This conversation is full of usefu

Petrobras & Brazil's Macro Outlook with Frederico Nobre

Jan 27 2025 45 mins  
In this episode I talk to Frederico Nobre, Head of Research at Brazilian brokerage Warren. Frederico is also an analyst specialized in commodities companies, especially Brazil’s Oil & Gas sector. Frederico gives an overview of Brazil's current Macro environment and the state of the country's Oil & Gas industry. We discuss Brazil's oil giant, Petrobras, in detail. We also

Mexican Retail Stocks - FEMSA, Oxxo, & Chedraui with Jose Bezies Cortes

Dec 09 2024 53 mins  
In this Episode I speak with Jose Bezies Cortes. Jose is an experienced equity analyst that covers Mexican stocks. We do a deep dive into Mexico's retail industry and some of its major companies. First, Jose gives a macro overview of Mexico's retail industry and his future outlook. Then we dig into two specific stocks: Coco-Cola FEMSA, including their convenience store brand Oxxo,

Argentina & Brazil Macro Outlook with Dr. John Welch

Nov 11 2024 64 mins  
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 a Universi

Major Beef Industry M&A. Brazil's Beef Industry & The Marfrig-Minerva Transaction.

Oct 14 2024 58 mins  
In this episode I speak with Gabriel Boente and Luis Gustavo P. Santos. They both work on the equity derivatives team at Options & Co, a Brazilian options investment advisory firm. We do a deep dive into Brazil's beef industry, discussing the recently approved transaction between Marfrig and Minerva. This transaction was valued at around $1.5 billion USD, making it one of the l

Soybean and Corn Market Fundamentals with Pedro Dejneka

Sep 30 2024 47 mins  
In this episode I speak with Pedro Dejneka. Pedro is the co-founder of MD commodities where he provides expert analysis on Brazil's agricultural commodities markets to his clients. To learn more about Pedro's background, check out our previous podcast: https://www.youtube.com/watch?v=lNahYad6CmQ&t=1s In this discussion we do a deep dive into the current state, and future outloo

LATAM Investment Landscape - Colombia, Mexico, & Argentina with Ian Bezek

Sep 23 2024 53 mins  
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

Private Debt & Alternative Investments in Brazil with Rafael Nunes

Sep 10 2024 36 mins  
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