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Investing in LATAM using Capital & Election Cycles with Scott Freeman
Manage episode 424094958 series 3526282
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.
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/
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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!
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