14. Kavak Cut, Nu Approved, Fuel Seized: Mexico Eyes U.S. Real Estate
In this episode, we dive into Nu Mexico’s new full banking license, the sharp valuation cut at Kavak, and Arca’s latest corporate venture foray. We also unpack Mexico’s crackdown on fuel smuggling from the U.S. To close, a candid interview with Agustín Barrios Gómez on why Mexicans are investing in U.S. real estate and how growing up bicultural shapes his view of Mexico-U.S. convergence.Try Whitepaper 30 days free
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45:52
13. Tulum Busts, the New Mexican Consumer, and (yet) more on tariffs
Today’s episode kicks off with the latest on tariffs, followed by a look at fracking and unlocking value with Herdez and Alfa. Next, Circana’s top LatAm executives share insights on Mexico’s latest consumer trends. We wrap up with Andrea Navarro from Bloomberg and lawyer David Connell discussing Tulum real estate scams — and how to avoid them.Try Whitepaper 30 days free
This week, we speak with Gordon Lee, Partner at BTG Pactual, about the outlook for Mexico’s equity market amid macro headwinds and opportunities. Plus, Eduardo and Damian unpack the latest GDP growth downgrades, Alfa’s drawn-out but successful value-unlocking process finally nearing its end, takeaways from WalMex’s investor day, Banorte’s Bineo blow-up, and Carlos Slim’s rare comments on successionTry Whitepaper 30 days free
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38:48
11. Mexico Through the Eyes of U.S. Business
We hear from Pedro Casas of AMCHAM about how U.S. businesses are navigating Trump’s tariff risks, and assessing Mexico’s long-term growth potentiaol. Also: Sarah Hayden from Aviva tells us what it is like for an American to work in CDMX: Farmacias Similares enters the U.S. market, and a major US bank warns a Mexico recession is all but inevitable.Try Whitepaper 30 days free
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52:28
10. Mexico’s Investment Banking Challenges, New Energy Laws, Growth Downgrades
We discuss Mexico's latest energy counter-reforms, financial inclusion, and the investment banking outlook with insights from the Head of 414 Capital, a financial advisory firm in Mexico.Try Whitepaper 30 days free
In this podcast Damian Fraser and Eduardo García dive deep into the untold stories of Mexican businesses that matter to America or American companies in which Mexico plays an important role.
México