In this episode I speak with Rupert Mitchell from Blind Squirrel Macro. Blind Squirrel Marco is a macro economic investment research publication that draws on Rupert's more than 30 years of experience working with, and investing in, global financial markets.

In this conversation we discuss a recent Blind Squirrel Marco research piece titled "Samba Time!" which lays out Rupert's bullish macro thesis for Brazil.

The link to the research is below and it is well worth the read! Our conversation is also full of useful information for investors!

If you want to follow Rupert and Blind Squirrel Macro you can follow him on Twitter/X and SubStack:

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

Blind Squirrel Macro Newsletter: https://www.blindsquirrelmacro.com/p/samba-time

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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 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).

Ian is based in Colombia, so his boots on the ground perspective provides great intel for investors interested in the region.

In this conversation we preview 2024 for a wide range of Latin American markets and asset classes. We talk about Colombia, Argentina, Chile, Venezuela, and more!

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/

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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 Fernando Siqueira. Fernando is an economist and the head of research at Guide Investimentos. We discuss the Brazilian investment landscape in detail, including Fernando's bullish call for Brazil's stock market in 2024.

We dig into a few specific sectors of the equity market. Then Fernando gives his view on Brazilian debt markets, interest rates, and currency.

This interview is packed with useful information to help you navigate Brazilian markets.

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

Twitter/X: https://twitter.com/fsiquei
LinkedIn: https://www.linkedin.com/in/fernando-siqueira-cfa-0808aa49/

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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 Eraldo de Paola. Eraldo is a partner and the Chief Investment Officer of L&S Investment Advisors and Plural Advisors. He specializes in helping Brazilian investors with international investments.

In this conversation we touch on a wide range of investment topics including currency risk in Latin America, Political risks in Brazil,  and the lasting effects of hyperinflation.

This interview is packed with useful information!

If you want to follow Eraldo and his work, the best place to find him is on Twitter/X: https://twitter.com/EraldoPaola

_____________________________________________________________________

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 Lucas Queiroz, a fixed income strategist at Itaú, one of the top banks in Brazil. Lucas publishes a popular research piece called the "Carta do Estrategista". 

In this conversation we touch on all things fixed income in Brazil such as Brazilian treasuries, interest rates, portfolio construction, and more...!

Follow Lucas on LinkedIn: https://www.linkedin.com/in/lcqueiroz/

Read the "Carta do Estrategista"(Portuguese only): https://shorturl.at/kwQ29

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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 Pedro Dejneka. Pedro is the co-founder of MD commodities where he advises on over 10 million acres of agriculture land in Brazil. He provides his clients with analysis related to agriculture markets, commodities prices, hedging, macroeconomics, and more. 

We first discuss Pedro’s background. Then we talk about Brazil’s emergence as one of, if not the most important agriculture countries in the world. Pedro explains how Brazil was able to grow its Agriculture industry so effectively. He also dispels some common misconceptions about Brazil’s Agriculture market.

Later in the conversation we talk about specific commodities like Soy, Orange Juice, and Coffee, among others.

This was a fascinating conversation with a ton of useful information for investors!

If you want to follow Pedro and his work, the best place to find him is on Twitter/X: 

https://twitter.com/PHDChicago

You can also find him on LinkedIn: 

https://www.linkedin.com/in/pdejneka/

_________________________________________________________

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 William Cordeiro. William is the managing partner at Saasholic, a Brazilian early stage venture capital firm focused on investing in SaaS companies in Latin America.

We discuss the history of venture capital in Brazil and the current market dynamics, which William terms "The 3rd wave of venture capital in Brazil."

We also discuss some of the investment structures used by startups and VC's in Brazil.

Obviously we talk about William's firm, SaaSholic, how it was founded, and their investment thesis!

If you want to follow William and SaaSholic here are their pages:

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

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

SaaSholic: https://saasholic.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 Marcos Paolozzi. Marcos is the chief investment officer of Hieron family office. He is also an international master of chess and the former Brazilian national champion.

We discuss Marcos’s career in chess and investing, as well as some of the parallels between the two.

We also talk about some of Marcos’s views on the U.S. and Brazilian Macro environments, including his views on interest rates, the Brazilian Real, and Brazilian real estate.

If you would like to follow Marcos’s work, you can find him on LinkedIn: 

https://www.linkedin.com/in/marcospaolozzi/
______________________________________________________

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 talk to Frederico Nobre, Head of Research at Brazilian brokerage Warren. He is also an analyst specialized in commodities companies, especially Brazil’s Oil & Gas sector. We talk about Frederico’s background, including his time covering Petrobras at Reuters. Then we do a deep dive into Petrobras; past, present, and future. Finally we talk about some of the other Oil & Gas companies in Brazil like PetroRio (PRIO3).

You can follow Frederico here:

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

LinkedIn: linkedin.com/in/frederico-nobre-cnpi-p-2a1998108/

Instagram: instagram.com/economiadodia_/

_________________________________________________________________

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

Twitter/X: twitter.com/LatamStocks

Youtube: youtube.com/@LatamStocks

LinkedIn: 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!

latamstocks.substack.com/