المحتوى المقدم من Patrick Flood. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Patrick Flood أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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ChatGPT Agent is here! ↳ What the heck is it? ↳ How does it work? ↳ What do you need to know? Glad you asked, shorties. Join us for the answers. Square keeps up so you don't have to slow down. Get everything you need to run and grow your business—without any long-term commitments. And why wait? Right now, you can get up to $200 off Square hardware at square.com/go/jordan. Run your business smarter with Square. Get started today. Newsletter: Sign up for our free daily newsletter More on this Episode: Episode Page Join the discussion: Thoughts on this? Join the convo and connect with other AI leaders on LinkedIn. Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineup Website: YourEverydayAI.com Email The Show: info@youreverydayai.com Connect with Jordan on LinkedIn Topics Covered in This Episode: ChatGPT Agent Mode Overview & Naming Live ChatGPT Agent Demo Walkthrough ChatGPT Agent Mode Availability & Pricing Operator vs. Deep Research Capabilities Explained ChatGPT Agent Virtual Computer Functions Spreadsheet and PowerPoint Generation in ChatGPT Mini RAG-Ready Agents with Data Connectors ChatGPT Agent Security and Biological Risk Classification Timestamps: 00:00 "Introducing ChatGPT Agent" 03:41 Potential Delay for Paid Plan Rollout 09:24 "Chat GPT Agent: New Tools Overview" 12:44 OpenAI-Microsoft Tensions Over Software Overlap 16:42 "ChatGPT's New RAG Feature Unveiled" 21:55 AI Agent with Weapon Risk 23:31 Agent Models: Boon or Bane? 29:05 "Agent Mode: Seamless Editing Integration" Keywords: ChatGPT Agent, Agent Mode, OpenAI, virtual computer, Agentic skills, Operator, Deep Research, browsing websites, web research, synthesizing information, Microsoft competitor, PowerPoint creation, Excel spreadsheet creation, terminal access, public API integration, connectors, data analysis, image generation, multi-agent environments, retrieval augmented generation, mini RAG, AI operating system, human-in-the-loop, security concerns, biology classifier, biological weapons classification, chemical weapons classification, O3 model, Google Gemini 2.5 Pro, agentic models, AI workflows, editable slide deck, Microsoft Office alternative, AI-powered presentations, spreadsheet automation, cloud-based agents, AI task automation, calendar integration, Gmail connector, Google Drive connector, Outlook connector, team collaboration, premium AI features, desktop to browser transition, file creation, terminal commands, workflow automation Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Try Gemini 2.5 Flash! Sign up at AIStudio.google.com to get started.…
المحتوى المقدم من Patrick Flood. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Patrick Flood أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Interviews with Investors, Analysts, and Business Leaders about Investing in Latin America.
المحتوى المقدم من Patrick Flood. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Patrick Flood أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Interviews with Investors, Analysts, and Business Leaders about Investing in Latin America.
In this Episode I speak with Ivan Montoya. Ivan is the founder and managing director of NuMundo Ventures, a pre-seed & seed stage venture capital fund focused entirely on Latin America. We discuss the current state of Venture Capital in Latin America, the challenges and opportunities the region presents, NuMundo's "LATAM Early Stage 100" list, and towards the end we dig into a few of NuMundo's portfolio companies. If you want to connect with Ivan and follow his work you can find him on LinkedIn: LinkedIn: https://www.linkedin.com/in/ivanmontoya1/ And if you want to learn more about NuMundo and the "LATAM Early Stage 100" list, you can find the link to their website and the list here: LATAM Early Stage 100 list: https://numundoventures.com/latam-early-stage-100/ ______________________________________________________________ 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 Alejandro Cifuentes, the Chief Investment officer at MMG Bank in Panama. this is a wide ranging discussion on the economies and investment landscapes in Panama and El Salvador. We touch on Panama's Cobre Copper Mine, the geopolitical situation with the panama canal, El Salvadors IMF package, and more! If you want to follow Alejandro and his work, you can find him on LinkedIn and X: LinkedIn: https://www.linkedin.com/in/alejandro-cifuentes-cfa-b13b1994/ X App: https://twitter.com/alecif17 ______________________________________________________________ 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 Jonathan Combeau. Jonathan has a ton of experience working with Colombian financial markets. He currently works with wealth management and private banking for high net worth Colombian clients. We talk about the investment landscape in Colombia, tariffs, the 2026 presidential election, and Colombia's investment culture. This conversation is full of useful information for investors interested in Colombia. If you want to connect with Jonathan and follow his work, you can find him on LinkedIn: LinkedIn: https://www.linkedin.com/in/jonathancombeau/ _________________________________________________________ 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. Frederico is also an analyst specialized in commodities companies, especially Brazil’s Oil & Gas sector. Frederico gives an overview of Brazil's current Macro environment and the state of the country's Oil & Gas industry. We discuss Brazil's oil giant, Petrobras, in detail. We also dig into a few of Brazil's smaller oil and gas producers like PetroRio and the merger that created Brava Energia. You can follow Frederico here: Twitter/X: https://twitter.com/NobreFrederico LinkedIn: https://www.linkedin.com/in/frederico-nobre-cnpi-p-2a1998108/ Instagram: https://www.instagram.com/economiadodia_/ _________________________________________________________________ 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 Jose Bezies Cortes. Jose is an experienced equity analyst that covers Mexican stocks. We do a deep dive into Mexico's retail industry and some of its major companies. First, Jose gives a macro overview of Mexico's retail industry and his future outlook. Then we dig into two specific stocks: Coco-Cola FEMSA, including their convenience store brand Oxxo, and then the retailer Chedraui. This conversation is full of useful information for investors interested in Mexico and its retail industry! If you want to connect with Jose and follow his work, you can find him on LinkedIn: LinkedIn - https://www.linkedin.com/in/joseluisbeziescortes/ _________________________________________________________ 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 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, in detail. Including topics like inflation, exchange rates, and capital flows. John is extremely knowledgable and this conversation is full of useful information! If you want to follow John and his work, you can find him on LinkedIn: https://www.linkedin.com/in/john-h-welch-446904126/ ____________________________________________________________ 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 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, including market position and competitive advantages. Then we get into Marfrig & Minerva specifically, discussing, the recent asset sale, reasons for the transaction, and potential investment opportunities created by this transaction. This conversation is full of useful information for investors. Gabriel and Luis provide great insight into Brazil's beef industry and both companies! If you want to connect with Gabriel and Luis and follow their work, you can find their social media pages here: Gabriel LinkedIn: https://www.linkedin.com/in/gabriel-boente/ X: https://x.com/gabeboente Luis LinkedIn: https://www.linkedin.com/in/luis-gustavo-p-santos-caia/ Options & Co.: https://optionsresearch.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 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=1s In 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 several recent natural disasters in Brazil. This episode is full of useful information for investors interested in agricultural commodities! 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 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/…
In this episode I speak with Raphael Palone, Managing Partner of FK Partners. FK partners is the largest financial markets certifications education company in Brazil. Their courses help students prepare for local Brazilian certifications, as well as international certifications like the CFP & CFA. FK Partners offers over 90 courses, has 165 professors, and has attended over 210,000 students. This is a really interesting conversation about financial education in Brazil, careers in Brazilian financial markets, as well as some of the key certifications for finance professionals in Brazil. If you want to connect with Raphael and learn more about FK Partners, you can find him on LinkedIn: LinkedIn: https://www.linkedin.com/in/raphael-palone-cfa-caia-frm-msc-a4820b33/ FK Partners: https://fkpartners.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 Federico Orsi. Federico is a founding partner of Impactio finance, a finance and economics advisory firm that advises firms, startups, and investment funds on their investments in Argentina. He is also a finance professor at Universidad Austral in Argentina. We cover a wide range of topics related to Argentina's economy and investment landscape. We discuss inflation, the peso & potential dollarization, industries & assets classes that could perform well in Argentina, as well as how to value a company in highly uncertain economies. This is a fascinating and wider ranging discuss about investing in Argentina. I hope you enjoy it! If you want to follow Federico and his work you can find him on LinkedIn and Twitter/X LinkedIn: https://www.linkedin.com/in/federicoorsi/ Twitter/X: https://twitter.com/fedeorsi ______________________________________________________________________________ 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 Alvarenga the CFO and Investor Relations Officer at CSU Digital. CSU Digital is a publicly traded Brazilian technology company that provides technology infrastructure to the financial services industry. They are also developing AI products that they have recently begun rolling out to their clients. CSU Digital stock trades on the Brazilian stock market under the ticker symbol CSUD3. We discuss Brazil's payments industry, the huge impact of PIX, and how regulatory changes allowed for innovation in the Brazilian financial services industry to flourish. We also talk in depth about CSU's core business, its white label technology infrastructure, as well as their new AI products and how AI could impact their business and industry in the future. If you want to learn more about CSU Digital and follow Pedro you can find more information on the CSU Digital investor relations page or Pedro's LinkedIn: CSU Digital investor relations page: https://ri.csu.com.br/en/ LinkedIn: https://www.linkedin.com/in/pedro-alvarenga-dalmeida/ ____________________________________________________ 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 Jose Pacheco. Jose is the CFO and Investors Relations Officer at Odontoprev. Odontoprev is the largest dental insurance company in Brazil with over 8.6 million clients. The company is publicly traded in Brazil under the ticker symbol ODPV3. We discuss Brazil's dental care market in depth. For example why Brazil has so many dentists but dental insurance is remains an under-penetrated market. We also dig into Odontoprev's business including their proprietary IT platform, strong financial position, and shareholder friendly, high payout philosophy. This is a fascinating conversation about a unique company operating in a very unique market! If you want to connect with Jose and learn more about Odontoprev you can follow him on LinkedIn or reach out directly on the company's investor relations page. LinkedIn: https://www.linkedin.com/in/jose-roberto-pacheco-573a90a/ Odontoprev Investor Relations: https://ri.odontoprev.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! LATAM Stocks write up about Odontoprev: https://latamstocks.substack.com/p/odontoprev-latam-stocks-investment…
In this episode I speak with Sebastian Miralles. Sebastian is the founder and managing partner of Tempest Capital, one of the leading private equity firms in Mexico. We discuss Sebastian's "Mexican Decade" thesis and how it relates to the "Near Shoring" trend. We also discuss corporate governance and conducting due diligence in Mexico, as well as the upcoming elections in Mexico. This is a fascinating conversation that is full of useful information for investors interested in Mexico! If you want to connect with Sebastian and follow his work, here are the links to his LinkedIn and X profile, as well as a link to a recent research piece: LinkedIn: https://www.linkedin.com/in/sebastianmiralles/ Twitter/X: https://twitter.com/smirallesacuna Tempest Capital: https://www.tempestcapital.com/ Research piece: "The Mexican Decade, the first derivative is here." October 2023: https://www.linkedin.com/posts/tempestcapital_the-mexican-decade-the-1st-derivative-is-activity-7120165987366141952-6iBG?utm_source=share&utm_medium=member_desktop ____________________________________________________________ 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 Esteban Arroyo. Esteban is the treasurer and formerly the head of capital markets at Banco Pichincha. Banco Pichincha is the largest bank in Ecuador. We start out by discussing Esteban's career working with capital markets in Ecuador. Then we talk about the current state of Ecuador's economy, as well as banking and regulation in a dollarized economy. Esteban is extremely knowledgable about Ecuadorian markets and this is one of the best discussions about capital markets in Ecuador you will find. If you want to connect with Esteban, follow his work, and learn more about Banco Pichincha, the best place to find him is on LinkedIn: https://www.linkedin.com/in/estebanarroyo/ ____________________________________________________________ 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 My Latin Life. My Latin Life is one of the leading lifestyle and culture accounts focused on Latin America. They also help their clients navigate Visas and Residences processes throughout Latin America. We discuss some of the benefits of setting up a base in Latin America, LATAM countries that have become popular with expats, as well as some of the different types of visas and residency programs. This is a very informative conversation for anyone considering making Latin America home. If you want to follow My Latin Life and learn more about their services, you can connect with them here: X: https://twitter.com/MyLatinLife Website: https://mylatinlife.com/ YouTube: https://www.youtube.com/@MyLatinLife _____________________________________________________________________ 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 Abreu. Lucas is a Venture Capitalist based in Brazil. He regularly writes about Venture Markets in LATAM on his SubStack and publishes the widely read "The Next Big Thing in LATAM" report annually. We discuss the Brazilian VC market in general. Later on we get into the 2024 "The Next Big Thing in LATAM" report, discussing some of the most interesting perspectives from the report. This is a really interesting conversation for anyone interested in Venture Capital, Startups, and business in Latin America. Here is where you can find Lucas and his work: LinkedIn: https://www.linkedin.com/in/lucas-abreu-43357490/ X App: https://twitter.com/abreunotes SubStack: https://abreu.substack.com/ The next big thing in LATAM Report: https://abreu.substack.com/p/the-next-big-thing-latam-2024 _____________________________________________________________________ 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 Gabriel Boente. Gabriel is an equity research analyst at the Brazilian research firm VAROS. He specializes in Agribusiness companies. This episode is a deep dive into Brazil's pulp and paper giant Suzano, NYSE ticker: SUZ The conversation is full of interesting information about the global pulp and paper industry as well as useful information for investors interested in Suzano. You can connect with Gabriel and follow his work on X and LinkedIn: X: https://twitter.com/gabeboente LinkedIn: https://www.linkedin.com/in/gabriel-boente/ ______________________________________________________________ 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 Alejandro Cifuentes, director of asset management at MMG Bank in Panama. We go into detail about the state of Panama's economy including the impacts of shutting down the First Quantum copper mine, difficulties at the Panama Canal due to low water levels, and Panama's debt. We also discuss high yield debt opportunities in other Latin American countries such as El Salvador. Alejandro offers a lot of "boots on the ground" insights from Panama that impact global markets such as copper and shipping! You can connect with Alejandro and follow his work on LinkedIn and X: LinkedIn: https://www.linkedin.com/in/alejandro-cifuentes-cfa-b13b1994/ X App: https://twitter.com/alecif17 ______________________________________________________________ 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 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 an economics professor at several higher education institutions. In our conversation we discuss the current state of the Argentine and Brazilian economies, in detail. John is extremely knowledgable and this conversation is full of useful information. If you want to follow John and his work, you can find him on LinkedIn: https://www.linkedin.com/in/john-h-welch-446904126/ ____________________________________________________________ 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 Justin Schwartz, managing partner at IMPAQTO Capital. IMPAQTO is an impact investing fund focused on early stage startups in the Andean Region. Justin and IMPAQTO are both based in Ecuador, so this episode is full of useful information about Ecuador and the wider Andean Region. Some of the topics covered include: - Overview of the Venture Capital ecosystem in each Andean Country (Bolivia, Chile, Colombia, Ecuador, Peru). - "Startup Chile" and attracting talent to the region. - Learnings from one of the leading startup accelerator programs in the region. - Case study of 2 IMPAQTO portfolio companies If you want to follow Justin and IMPAQTO you can find Justin's LinkedIn and IMPAQTO's website below: LinkedIn: https://www.linkedin.com/in/justin-schwartz-cfa-27900968/ Website: https://www.impaqtocapital.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 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 _____________________________________________________________________ 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/ _____________________________________________________________________ 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/ _______________________ 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 _________________________________________________________ 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/…
مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.