LATAM Stocks Podcast
Interviews with Investors, Analysts, and Business Leaders about Investing in Latin America.
Episodes
34 episodes
Argentina & Brazil Macro Outlook with Dr. John Welch
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 ...
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1:04:47
Major Beef Industry M&A. Brazil's Beef Industry & The Marfrig-Minerva Transaction.
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, discu...
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58:05
Soybean and Corn Market Fundamentals with Pedro Dejneka
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 pr...
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47:17
LATAM Investment Landscape - Colombia, Mexico, & Argentina with Ian Bezek
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 ele...
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53:09
Private Debt & Alternative Investments in Brazil with Rafael Nunes
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 cr...
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36:14
Precious Metals & Mining Stocks with Garrett Goggin
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 o...
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53:32
Brazil's Family Office Industry & Financial Markets with Francisco Kops
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 por...
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57:36
Argentina's Economic & Political Situation with BowTiedMara
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....
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55:13
Executive Recruiting for Finance in LATAM & Brazil's Job Market with Fletcher Kosut
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...
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57:15
Mexican Startups & Venture Capital with Mack Meyer
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 startu...
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40:53
Investing in LATAM using Capital & Election Cycles with Scott Freeman
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 r...
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36:39
Brazil's Stock Market - A Deep Dive with Daniel Gewehr
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 s...
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47:04
Brazil's Mergers & Acquisitions Market with Fabio Jamra
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...
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23:19
Financial Education & Certifications in Brazil with Raphael Palone
In this episode I speak with Raphael Palone, Managing Partner of FK Partners. FK partners is the largest financial markets certifications education company in Brazil. Their courses help students prepare for local Brazilian certific...
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48:50
Argentina's Investment Landscape with Federico Orsi
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 pro...
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44:07
Payments in Brazil - Infrastructure & AI for Financial Services w/ Pedro Alvarenga from CSU Digital
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 ind...
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1:01:40
Odontoprev & Brazil's Dental Care Market with Jose Pacheco
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...
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34:55
The Mexican Decade & Near Shoring - Private Equity Opportunities in Mexico with Sebastian Miralles
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 th...
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54:45
Ecuador's Economy & Capital Markets with Esteban Arroyo
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 c...
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32:15
Being an Expat in Latin America: Visas and Residences with My Latin Life
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 di...
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36:20
LATAM Venture Capital and The Next Big Thing in LATAM Report with Lucas Abreu
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 d...
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48:46
Suzano and Brazil's Pulp & Paper Industry with Gabriel Boente
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, NYS...
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46:23
Panama's Economy and High Yield Opportunities in LATAM with Alejandro Cifuentes
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, difficultie...
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44:28
The Current State of the Argentine and Brazilian Economies with Dr. John Welch
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 ...
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56:05
Venture Capital in The Andean Region with Justin Schwartz from IMPAQTO Capital
In this episode I speak with Justin Schwartz, managing partner at IMPAQTO Capital. IMPAQTO is an impact investing fund focused on early stage startups in the Andean Region. Justin and IMPAQTO are both based in Ecuador, so this episode is full o...
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44:58