MexMoves

Today’s episode kicks off with the latest on tariffs, followed by a look at fracking and unlocking value with Herdez and Alfa. Next, Circana’s top LatAm executives share insights on Mexico’s latest consumer trends. We wrap up with Andrea Navarro from Bloomberg and lawyer David Connell discussing Tulum real estate scams — and how to avoid them.

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This week, we speak with Gordon Lee, Partner at BTG Pactual, about the outlook for Mexico’s equity market amid macro headwinds and opportunities. Plus, Eduardo and Damian unpack the latest GDP growth downgrades, Alfa’s drawn-out but successful value-unlocking process finally nearing its end, takeaways from WalMex’s investor day, Banorte’s Bineo blow-up, and Carlos Slim’s rare comments on succession

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We hear from Pedro Casas of AMCHAM about how U.S. businesses are navigating Trump’s tariff risks, and assessing Mexico’s long-term growth potentiaol. Also: Sarah Hayden from Aviva tells us what it is like for an American to work in CDMX: Farmacias Similares enters the U.S. market, and a major US bank warns a Mexico recession is all but inevitable.

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We discuss Mexico's latest energy counter-reforms, financial inclusion, and the investment banking outlook with insights from the Head of 414 Capital, a financial advisory firm in Mexico.

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We explore the Mexican agricultural sector’s highs and lows, the impact of Trump’s steel tariffs on industrial exports , and what the change in the new finance minister means for the private sector.

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We explore the state of venture capital in Mexico with an interview with Federico Antoni of HI Ventures

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Since the COVID-19 pandemic, e-commerce in Mexico has surged.  We speak with Gloria Canales from retail giant Coppel to get a broader perspective. Meanwhile, with Netflix pledging a $1 billion investment in Mexico over the next four years, is the country’s film industry prepared for the opportunity? Listen to Rodrigo Sebastián González, co-founder of one of Mexico’s top film production companies, as he shares his insights.

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Damian Fraser and Eduardo García discuss some Mexican entrepreneurs living in the United States who have stood out for their leadership in executive roles or for creating very successful businesses, such as Pablo Legorreta, CEO and founder of Royalty Pharma, Daniel Lubetsky, who made a fortune selling his healthy snack bar brand Kind to Mars, and Andrei Zarur, founder of Greenlight Biosciences, which develops RNA-based solutions for human, animal, and agricultural health.

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Cracking the U.S. Market: Wins and Losses for Mexican Firms. Includes interviews with Alvaro Rodriguez, Co-Founder and Managing Partner of Ignia, and Gerry Schwebel, EVP of IBC Bank in Texas and Oklahoma.

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This week we focus on the Super Bowl: Avocados, Guacamole, TV Commercials, All Made in Mexico

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