Latin America: The Biggest Risks and Opportunities — ft. Monica de Bolle | Prof G Markets

Описание: This week on Prof G Markets, Monica de Bolle, senior fellow at the Peterson Institute for International Economics, joins the show to break down Latin America’s economic landscape and examine how tariffs could impact its largest economy — Brazil. She explains who’s stepping in as Brazil’s key trading partner, what she sees as the country’s biggest economic tailwinds, and which Latin American nation she believes is best positioned for long-term success.

Subscribe to our Markets Newsletter!
https://links.profgmedia.com/markets-...

Order Algebra of Wealth now!
https://links.profgmedia.com/algebra-...

Timestamps:
00:00 - Today's number
01:16 - Today's episode
03:05 - The Biggest Risks and Opportunities in Latin America — ft. Monica de Bolle
03:21 - What’s the political situation in Brazil right now and how did people react?
06:14 - Why is Trump using tariffs as a way to punish the situation with Bolsonaro?
07:59 - How would the tariffs affect Brazil’s economy?
09:11 - What was the feeling among Brazilians when the tariff announcement happened?
14:23 - What is holding Brazil back?
18:50 - Who has been filling the void for Brazil as a trading partner?
22:11 - Ad Break
23:57 - How would you assess the economic situation in Argentina right now?
27:53 - Do you see the rivers of capital reversing flow and how have markets responded in Latin America?
32:03 - What are the main tailwinds for Brazil?
34:20 -What would you say is the big problem in Brazil right now and in South America at large?
36:55 - Is the fiscal picture in Brazil and Latin America reflective of a cultural scene?
40:06 - Do you think we’ll see more Milei-type politicians and leaders in South America?
42:33 - Ad Break
43:11 - Which country in Latin America is the most set up for success based on where they are at this moment?
44:49 - If there’s anything that Americans could learn from Brazilians what would it be and why?
46:08 - Where has Brazil succeeded in maintaining its institutions in ways the U.S. has not?
49:02 - Break
49:11 - Conclusions
51:05 - Credits

Subscribe to Prof G Markets on Spotify:
https://links.profgmedia.com/markets-...

Got a question for Prof G? Get answers on TikTok:
https://links.profgmedia.com/tiktok

Want more Prof G? Check out everything we're up to at:
https://links.profgmedia.com/home

#business #news #tech #financemotivation #stockmarket #profg #scottgalloway #profgmarkets #ai #earnings #stocks #inflation #investmentstrategies #investment #investing #gdp #podcast #tariffs #economics