EU-Mercosur Trade Deal, SoftBank's AI Investments, and Chile's Inflation Response
E6 • Dec 6, 2024 • 17 minsMichelle begins with an introduction to the sponsor, PodcastAI, and provides an overview of the EU-Mercosur trade deal, highlighting its economic impact, controversies, and ratification challenges. The episode explores the benefits of the agreement for both Latin America and Europe. Michelle then shifts focus to SoftBank's investment strategy in Latin American AI startups and examines Blip's influence in the region's artificial intelligence landscape. The discussion covers LATAM market dynamics, strategic collaborations, and Chile's inflation and monetary policy response. The episode concludes with insights into the EU Deforestation Regulation's effects on LATAM trade and KOLTIVA's compliance solutions, followed by closing remarks and a call to action.
LATAM Currency Trends, Despegar.com's Strategy, and FIA's Sustainability Efforts
E5 • Dec 4, 2024 • 12 minsMichelle begins with an introduction to the sponsor, moving on to an overview of currency movements and stock market trends in Latin America. Broader economic trends in the region are discussed, followed by an analysis of Despegar.com's financial performance, strategic initiatives, and technological investments, along with its future outlook. The episode also highlights the expansion of FIA's Life Cycle Assessment program and its impact in Latin America, emphasizing FIA's commitment to sustainability. Concluding with closing remarks, Michelle encourages listeners to engage with the discussed topics.
Brazil's Economy, LATAM Mining Opportunities, and 2025 Earnings Forecast
E4 • Nov 29, 2024 • 15 minsMichelle provides an economic overview, focusing on Brazil's unemployment and income trends. The episode includes a financial markets update, covering currency and investment outlooks. A spotlight on mining reveals lithium and nickel opportunities in Latin America, with a detailed analysis of Argentina's lithium market. LATAM's earnings forecast for 2025 is discussed, alongside Guros' disruptive influence in the insurance sector. Michelle also highlights tech innovations in the Latin American insurance industry, concluding with closing remarks and a call to action.
Brazil's Carbon Market, LATAM Fintech Innovations, and USMCA's Future
E3 • Nov 27, 2024 • 18 minsMichelle delves into Brazil's carbon credit market and the governance issues in Amazonas, alongside legal actions in the country's environmental sector. The episode covers Patria Investments' strategy targeting Asian investors and effective risk management in Latin American investments. It also explores cross-regional emerging market investments and influential players in Central America and the Caribbean's finance sector. Additionally, Michelle discusses innovations in LATAM fintech, Mexico's trade relations, and manufacturing concerns, geopolitical shifts impacting the USMCA, updates in Mexico's energy sector, and tensions surrounding the EU-Mercosur trade deal.
China's EVs in Brazil, Chancay Port Impact, and Mexico's Constitutional Reform
E2 • Nov 22, 2024 • 14 minsMichelle explores the political support for Chinese new-energy vehicles in Brazil and the inauguration of Chancay Port in Peru, highlighting its regional impact. The episode also covers Mexico's Organic Simplification Constitutional Reform and its implications, DigiPlus Interactive's expansion into Brazil, and Citigroup's involvement in the Latin American insurance sector.
Brazil's Emissions Trading, BlackRock in Mexico, and Uruguay's Crypto Regulation
E1 • Nov 20, 2024 • 9 minsMichelle discusses Brazil's new emissions trading system, BlackRock's infrastructure investments in Mexico, challenges faced by Latin America's steel industry, and Uruguay's potential leadership in cryptocurrency regulation.