LATAM Stocks Podcast Patrick Flood

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 ...

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 re...

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 ...

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 yo...

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 mark...

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 ...