Michelle delves into Brazil's carbon credit market and the governance issues in Amazonas, alongside legal actions in the country's environmental sector. The episode covers Patria Investments' strategy targeting Asian investors and effective risk management in Latin American investments. It also explores cross-regional emerging market investments and influential players in Central America and the Caribbean's finance sector. Additionally, Michelle discusses innovations in LATAM fintech, Mexico's trade relations, and manufacturing concerns, geopolitical shifts impacting the USMCA, updates in Mexico's energy sector, and tensions surrounding the EU-Mercosur trade deal.

(0:00) Welcome and Introduction

(0:11) Brazil's carbon credit market and Amazonas governance issues

(2:08) Legal actions in Brazil's environmental sector

(3:01) Patria Investments' strategy for Asian investors

(4:20) Risk management in LATAM investments

(5:11) Cross-regional emerging market investments

(6:18) Impactful players in Central America and the Caribbean's finance

(7:47) Innovations and entrepreneurship in LATAM fintech

(9:54) Mexico's trade relations and manufacturing concerns

(11:46) Geopolitical shifts and the USMCA's future

(13:07) Energy sector updates in Mexico

(14:11) Tensions around the EU-Mercosur trade deal

(17:07) Closing thoughts and next steps