LATAM Stocks Podcast

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: https://twitter.com/irbezek

Ian's Inside Corner Newsletter: https://ianbezek.substack.com/

_____________________________________________________________________

If you are interested in Business and Investing in Latin America, Join the LATAM Stocks Community!

Twitter/X: https://twitter.com/LatamStocks

Youtube: https://www.youtube.com/@LatamStocks    

LinkedIn:  https://www.linkedin.com/in/patrick-flood-cfa-26869140/
  
And sign up to our free newsletter to receive investment overviews of the most interesting public companies in Latin America!

https://latamstocks.substack.com/

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 below:

LinkedIn: https://www.linkedin.com/in/rafaelfloresnunes/

Instagram: https://www.instagram.com/harbourcapital/

Harbour Capital website: https://www.harbourcapital.com.br/

________________________________________________________________________

If you are interested in Business and Investing in Latin America, Join the LATAM Stocks Community!

Twitter/X: https://twitter.com/LatamStocks

Youtube: https://www.youtube.com/@LatamStocks    

LinkedIn:  https://www.linkedin.com/in/patrick-flood-cfa-26869140/
  
And sign up to our free newsletter to receive investment overviews of the most interesting public companies in Latin America!

https://latamstocks.substack.com/

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 on his radar.

This is a very useful conversation for anyone interested in precious metals and mining stocks!

If you want to follow Garrett and learn more about The Golden Portfolio, you can follow these links to his profiles and the golden portfolio website:

Twitter: https://x.com/GarrettGoggin

LinkedIn: https://www.linkedin.com/in/garrett-goggin-cfa-77693a5/

The Golden Portfolio: https://goldenportfolio.com/

________________________________________________________________________

If you are interested in Business and Investing in Latin America, Join the LATAM Stocks Community!

Twitter/X: https://twitter.com/LatamStocks

Youtube: https://www.youtube.com/@LatamStocks    

LinkedIn:  https://www.linkedin.com/in/patrick-flood-cfa-26869140/
  
And sign up to our free newsletter to receive investment overviews of the most interesting public companies in Latin America!

https://latamstocks.substack.com/

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, and the Brazilian central bank. Towards the end of the conversation we touch on crypto currencies and how they can fit into a family office portfolio.

If you want to follow Francisco's work, learn more about Ivest, and connect with him, you can find his LinkedIn and the Ivest site below:

LinkedIn: https://www.linkedin.com/in/francisco-kops-cfa-11606415/

Ivest: https://ivest.com.br/

________________________________________________________________________

If you are interested in Business and Investing in Latin America, Join the LATAM Stocks Community!

Twitter/X: https://twitter.com/LatamStocks

Youtube: https://www.youtube.com/@LatamStocks    

LinkedIn:  https://www.linkedin.com/in/patrick-flood-cfa-26869140/
  
And sign up to our free newsletter to receive investment overviews of the most interesting public companies in Latin America!

https://latamstocks.substack.com/

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 estate market.

This was a very interesting conversation with a lot of useful information for anyone interested in Argentina.

If you want to follow BowTiedMara and learn more about the services he offers, follow the links below to his Twitter, Consulting Website, and SubStack:

Twitter: https://x.com/BowTiedMara

Website: https://www.sovspot.com/

SubStack: https://www.bowtiedmara.io/

________________________________________________________________________

If you are interested in Business and Investing in Latin America, Join the LATAM Stocks Community!

Twitter/X: https://twitter.com/LatamStocks

Youtube: https://www.youtube.com/@LatamStocks    

LinkedIn:  https://www.linkedin.com/in/patrick-flood-cfa-26869140/
  
And sign up to our free newsletter to receive investment overviews of the most interesting public companies in Latin America!

https://latamstocks.substack.com/

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 Latin American financial services companies and provides really interesting insights into this job market for both job seekers and companies.

If you want to connect with Fletcher and follow his work, you can find him on LinkedIn:

LinkedIn: https://www.linkedin.com/in/fletcher-kosut-17a05330/

________________________________________________________________________

If you are interested in Business and Investing in Latin America, Join the LATAM Stocks Community!

Twitter/X: https://twitter.com/LatamStocks

Youtube: https://www.youtube.com/@LatamStocks    

LinkedIn:  https://www.linkedin.com/in/patrick-flood-cfa-26869140/
  
And sign up to our free newsletter to receive investment overviews of the most interesting public companies in Latin America!

https://latamstocks.substack.com/

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 startups in Mexico.

We discuss Mack's background and what attracted him to the Mexican startup world. We cover the current state of the ecosystem including some of the major difficulties, as well as the opportunities in the future.

This is a really interesting conversation for anyone interested in investing in Mexico.

If you want to connect with Mack and follow his work you can find him on LinkedIn, Twitter/X and subscribe to his newsletter:

LinkedIn: https://www.linkedin.com/in/mack-meyer/

Twitter/X: https://x.com/mack_meyerr

Newsletter: https://www.mackmeyer.com/

________________________________________________________________________

If you are interested in Business and Investing in Latin America, Join the LATAM Stocks Community!

Twitter/X: https://twitter.com/LatamStocks

Youtube: https://www.youtube.com/@LatamStocks    

LinkedIn:  https://www.linkedin.com/in/patrick-flood-cfa-26869140/
  
And sign up to our free newsletter to receive investment overviews of the most interesting public companies in Latin America!

https://latamstocks.substack.com/

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 relate to LATAM and how Scott is interpreting them. Topics discussed include copper & gold, LATAM election cycles, and using capital cycles to identify attractive equity markets and industries in LATAM.

I have found Variant Perception's platform very useful, so I learned a lot talking to Scott about some of their models.

If you want to connect with Scott, you can find him on LinkedIn or follow Variant Perception on Twitter/X:

LinkedIn: https://www.linkedin.com/in/scott-freeman-81a180127/

Twitter/X: https://x.com/VrntPerception

Website: https://www.variantperception.com/

________________________________________________________________________

If you are interested in Business and Investing in Latin America, Join the LATAM Stocks Community!

Twitter/X: https://twitter.com/LatamStocks

Youtube: https://www.youtube.com/@LatamStocks    

LinkedIn:  https://www.linkedin.com/in/patrick-flood-cfa-26869140/
  
And sign up to our free newsletter to receive investment overviews of the most interesting public companies in Latin America!

https://latamstocks.substack.com/

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 structure, relevant industries and sectors, as well as current international investor sentiment based on Itaú's recent event in New York City.

You can read some of Daniel's recent research here: 

https://shorturl.at/0kVJf

If you want to connect with Daniel and follow his work, you can find him on LinkedIn: 

LinkedIn: https://www.linkedin.com/in/daniel-gewehr-406637a/

________________________________________________________________________

If you are interested in Business and Investing in Latin America, Join the LATAM Stocks Community!

Twitter/X: https://twitter.com/LatamStocks

Youtube: https://www.youtube.com/@LatamStocks    

LinkedIn:  https://www.linkedin.com/in/patrick-flood-cfa-26869140/
  
And sign up to our free newsletter to receive investment overviews of the most interesting public companies in Latin America!

https://latamstocks.substack.com/

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 in Brazil, inbound versus outbound M&A, and future trends.

Fabio is focused on Tech and Software M&A, so we dig into that market in detail and then discuss a recent deal Fabio worked on.

The Brazilian M&A market is robust, but gets very little coverage. This is a really interesting conversation for all types of investors.

If you want to follow Fabio and learn more about RGS Partners, you can find him on LinkedIn:

LinkedIn: https://www.linkedin.com/in/f%C3%A1bio-jamra-8513637a/

RGS Partners: https://www.rgspartners.com.br/en/

________________________________________________________________________

If you are interested in Business and Investing in Latin America, Join the LATAM Stocks Community!

Twitter/X: https://twitter.com/LatamStocks

Youtube: https://www.youtube.com/@LatamStocks    

LinkedIn:  https://www.linkedin.com/in/patrick-flood-cfa-26869140/
  
And sign up to our free newsletter to receive investment overviews of the most interesting public companies in Latin America!

https://latamstocks.substack.com/