MexMoves

Whitepaper Media

Each week, Damian Fraser and Eduardo García dissect Mexico’s most important business stories with global impact—and bring on a guest to explore a subject the headlines missed

  1. HACE 20 H

    55. Proof of Human in an AI world: Cash-to-Digital Payments; Crime Hits Investment

    Martin Mazza from Sam Altman’s Tools for Humanity and its World project, tells us why Mexico and LatAm are key markets for Proof of Human tools in an AI world, how far they’ve progressed in getting Latin Americans to “eyeball up,” and what still needs to happen to reach critical scale. We also chat with another Argentine, Tomás Mindlin, CEO and co-founder of tapi, following the company’s US$27M Series B, on why Mexico is central to their expansion, profitability, the Arcus integration, and the role of cash-in/cash-out in Mexico’s payments digitalization. As always, Eduardo and Damian kick off with their take on some of the week’s main business stories: the Vizsla-linked kidnappings and murders in Sinaloa and what they signal about security risk in mining; Chinese OEM interest in Mexico colliding with U.S. tariff pressure and trade politics; Nu’s overcooked Mexico messaging; and the Volaris–Viva tie-up as the key stress test for Mexico’s new competition authority. Try Whitepaper 30 days free Buy your Whitepaper merch here

    1 h y 14 min

  2. 5 FEB

    54. Homebuilding, Infrastructure Plan, BBVA’s Mexico Blowout, Workweek Reform, and Pemex

    We interview Domingo Valdés, CFO of Vinte, Mexico’s largest homebuilder, on where Mexican housing is headed over the next decade. We discuss policy shifts from Peña Nieto to AMLO to Sheinbaum, Infonavit’s expanding role, the successful Javer acquisition, and how Vinte’s ESG focus translates into financial benefits. Before the interview, Eduardo and Damian first break down the week’s biggest Mexico storylines. Namely, the relevance of Mexico to Sunday’s Super Bowl; the government’s new multi-year infrastructure push; BBVA México’s blowout results and why Mexico remains the group’s profit engine; the proposed workweek reduction and what it could mean for the formal vs. informal labor divide; and the latest on Pemex’s “turnaround” narrative. Try Whitepaper 30 days free Buy your Whitepaper merch here

    1 h y 6 min

  3. 29 ENE

    53. ZONAMACO Art Fair, Mexican Brands in the US, Grupo México - Mexico’s new MVP

    ZONAMACO takes centre stage this week as we interview Zélika García, the founder behind Mexico’s top contemporary art fair, on how it became a global hit. We also speak with consultant Juan Saldívar on selling Mexican consumer brands in the US. And as always, Eduardo and Damian break down Mexico’s top business moves of the week: Sheinbaum’s private meetings with senior bankers and economic officials to push funding for Plan México and deepen credit; Revolut’s headline 15% yield on small deposits; and Banorte’s latest strong results and 2026 outlook. We also discuss how Grupo México became by far Mexico’s most valuable company, and how it’s poised to deploy its massive cash pile to invest more in mining, if permits come through. Try Whitepaper 30 days free Buy your Whitepaper merch here

    1 h y 16 min

  4. 22 ENE

    52. Mexico’s Water Challenges & Solutions; Davos MIA; 2026 Financials, Energy & Mining Outlook

    We interview Andrés Pliego on the outlook for Mexico’s water sector and how Rotoplas, where he is CFO, is investing across the region by providing practical, decentralized water solutions. Before the interview, Eduardo and Damian discuss the 2026 outlook for Mexico’s financials, energy, and mining sectors. We look at the impact of fintechs on lending and deposit rates, question Pemex’s ability to raise oil production, and highlight the need for the government to unlock mining investment by accelerating the approval of permits. We also discuss Mexico’s notable absence at Davos 2026. While thousands of the world’s leading CEOs and government figures were present in perhaps the most interesting Davos of all time, Mexico’s top brass was mostly absent. Try Whitepaper 30 days free Buy your Whitepaper merch here

    1 h y 1 min

  5. 15 ENE

    51. Autos, USMCA 2026 and Mexico’s Sector Outlook

    This week we interview Odracir Barquera, Head of the Mexican Automotive Industry Association (AMIA), on the negative impact of US tariffs on Mexico’s automotive industry in 2025 and how the 2026 USMCA review could unfold for what is the most important sector in Mexico’s economy. The review could either cut current tariffs and ease uncertainty in a best-case scenario or worse-case cement the current unfavorable treatment of Mexican auto exports and hurt investment for decades to come. Ahead of that, Eduardo and Damian assess the 2026 outlook across Mexico’s media & telecom, real estate, aviation and airports, and consumer sectors, focusing on how the USMCA, the World Cup, M&A activity, rising real wages and labor costs, and falling interest rates may shape each industry. Try Whitepaper 30 days free Buy your Whitepaper merch here

    52 min

  6. 8 ENE

    50. Human Capital & Education, 2026 Outlook, Air Merger and Televisa Ownership Shuffle

    To restart our weekly podcast, Damián and Eduardo speak with Michael Fung, a leading expert in human capital, education, and skills development at Tecnológico de Monterrey. He shares his assessment of how Mexico is performing in these areas—and the challenges and opportunities that artificial intelligence brings to education and the workforce. Damian and I also discuss the outlook for the Mexican economy in 2026, as well as the late-2025 announcement of a potential merger between Mexico’s two low-cost airlines, VivaAerobus and Volaris. Finally, we review the latest changes in Grupo Televisa's ownership structure. Try Whitepaper 30 days free Buy your Whitepaper merch here

    57 min

  7. 18/12/2025

    49. Classical Music, Monterrey Smog, 2025 Highlights and Bread Wars

    For our Christmas special, we interview Carlos Miguel Prieto, renowned Artistic Director of the Orquesta Sinfónica de Minería, about the business and current state of classical music in Mexico. We also speak with Verónica García de León about the smog crisis in Monterrey: what’s driving it, and why it persists. To kick off, Eduardo and I discuss Mexico’s 2025 corporate and market highlights, from Fernando Chico Pardo taking control of Banamex, to the rally in Pemex bonds, IPOs at Aeroméxico, Fibra Next, and Esentia, and a wave of new CEOs at Coppel, Alsea, Walmex, Femsa, Bimbo, and others. Finally: Bread Culture Wars. We reflect on the Green Rhino / Richard Hart controversy, and how intemperate comments on the alleged poor quality of Mexican bread rolls in an obscure 2024 podcast became a social-media firestorm 18 months later, and turned into a proxy for (some of) Mexico’s gentrification and anti-foreign anxieties. Try Whitepaper 30 days free Buy your Whitepaper merch here

    1 h y 30 min

  8. 11/12/2025

    48. Inside MIP’s Rise, Behind HBO’s Chespirito, Alsea’s New QSR, and the AT&T–Televisa Plot

    Jaime Guillen, co-founder and partner at Mexico Infrastructure Partners (MIP), joins us to explain how the firm became the country’s largest infrastructure fund, the strategy behind its landmark Iberdrola acquisition, and where MIP is heading next, from energy and digital infrastructure to industrial real estate and international expansion. For a sector that usually works under the radar, this is a rare look at the decisions shaping Mexico’s power and infrastructure future. We then turn to Bruce Boren, Partner at THR3 Media and former Televisa executive, producer of HBO’s hit Chespirito biopic. Bruce breaks down how the project came together, why it struck such a nerve, and what the looming Netflix and Paramount battle for Warner Bros. Discovery could mean for content creators in Mexico. Before the interviews, Eduardo and I run through the week’s business and economic headlines. We look at the impact of the hike on tariffs on imports from non-FTA countries like China, the latest inflation data and what it may signal for Banxico’s next moves. Then we discuss Alsea, which continues to reshape its portfolio, now bringing Raising Cane’s, one of the fastest-growing QSR brands in the U.S., to Mexico. The move pairs with its 2026 Chipotle rollout and follows recent divestments in Chile and Spain. Finally, we dig into the rising speculation around a potential AT&T México, Televisa and Izzi deal. If it happens, Televisa would take on many of AT&T’s challenges, including high spectrum costs, MVNO pressure and Telcel’s dominance, while gaining the scale of a national mobile operation along with the advantages of its broadband and cable network and the political muscle that comes with still being Mexico’s leading broadcaster. Try Whitepaper 30 days free Buy your Whitepaper merch here

    1 h y 20 min
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Each week, Damian Fraser and Eduardo García dissect Mexico’s most important business stories with global impact—and bring on a guest to explore a subject the headlines missed

Información

  • Creador
    Whitepaper Media
  • Años de actividad
    2025 - 2026
  • Episodios
    55
  • Clasificación
    Apto
  • Copyright
    © Whitepaper Media
  • Mostrar sitio web
    MexMoves

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