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In this week’s episode, Oussama sits down with Marcelo Mesquita to discuss all things Brazil and Brazilian Equities. He is a founding partner and PM at Leblon Equities, an asset management firm focused on Brazilian public and private equity. Prior to this he headed up equity research teams at UBS Pactual and Banco Garantia.
In this week’s episode, we take two differing outlooks for inflation and put them to the test. Our guest this week, Oliver Adler recently retired as Chief Economist for Switzerland at Credit Suisse.
With emerging market geopolitics taking center stage in 2022, in Russia, china and latin America – we asked this weeks guest Rachel Ziemba to come on the podcast to share her thoughts.