LATAM Stocks Podcast

Patrick Flood
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LATAM Stocks Podcast

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

  1. 5 DAYS AGO

    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 as the chief economist at Banco Itaù.Currently John runs his own research firm called Research for Emerging Markets. He is also a University economics professor.In our conversation we discuss the current state of the Argentine and Brazilian economies, i...

    1h 5m

  2. OCT 14

    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, discussing the recently approved transaction between Marfrig and Minerva. This transaction was valued at around $1.5 billion USD, making it one of the largest transactions in the history of Brazil's beef industry.We talk about Brazil's beef industry in general, incl...

    58 min

  3. SEP 30

    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 previous podcast: https://www.youtube.com/watch?v=lNahYad6CmQ&t=1sIn this discussion we do a deep dive into the current state, and future outlook, for global corn and soybean markets. We also touch a bit on coffee markets, as well as a the impact of seve...

    47 min

  4. SEP 23

    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 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 Colombia's economy and markets.You can connect with Ian and follow his work on Twitter/X and Substack:Twitter/X: h...

    53 min

  5. SEP 10

    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 credit investments in Brazil, as well as some of the areas Rafael is finding attractive investment opportunities like machine financing and financing for Brazil's tobacco industry.If you want to follow Rafael and learn more about Harbour Capital, follow the links...

    36 min

  6. AUG 19

    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 outlook for gold and silver. Then we speak generally about analyzing and investing in mining stocks. Later in the conversation I ask Garrett about Calibre Mining, Nicaragua's largest gold mining company. He also mentions a few other LATAM mining stocks that are ...

    54 min

  7. AUG 12

    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 portfolio manager at some of Brazil's leading companies.We discuss a wide range of topics related to Brazil's financial services industry and markets. We talk about Ivest and the Brazilian family office landscape. We also discuss Brazilian equities, rates,...

    58 min

  8. JUL 22

    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. BowTiedMara is one of my favorite sources of information about Argentina.This is a wide ranging discussion where we talk about Milei's first 6 months as president, the current state of Argentina's economy, the peso, tourism in Argentina, and the real e...

    55 min
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About

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

Information

  • Creator
    Patrick Flood
  • Years Active
    2023 - 2024
  • Episodes
    34
  • Rating
    Clean
  • Copyright
    © 2024 LATAM Stocks Podcast
  • Show Website
    LATAM Stocks Podcast

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