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Americas Market Intelligence에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Americas Market Intelligence 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Horizontes: LatAm Business Leadership Insights
모두 재생(하지 않음)으로 표시
Manage series 3492978
Americas Market Intelligence에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Americas Market Intelligence 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Horizontes helps Latin American business leaders understand key issues affecting their companies/industries and further develop their leadership skills via in-depth talks with a wide range of expert guests.
29 에피소드
모두 재생(하지 않음)으로 표시
Manage series 3492978
Americas Market Intelligence에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Americas Market Intelligence 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Horizontes helps Latin American business leaders understand key issues affecting their companies/industries and further develop their leadership skills via in-depth talks with a wide range of expert guests.
29 에피소드
모든 에피소드
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1 US-Latin America foreign policy braces for disruption: A conversation with Eduardo Gamarra of Florida International University 1:14:01
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Send us a text The world awaits with bated breath to learn how Donald Trump and Marco Rubio plan to reshape US foreign relations. No region will be as profoundly impacted as Latin America, as the US reconsiders long-standing positions on trade, migration, aid and military cooperation. To help predict some of those policy changes as well as the far reaching influence of Trump's unique brand of politics, we turned to Dr. Eduardo Gamarra of Florida International University (FIU). With close to four decades of experience studying Latin American and US politics and how they intersect with one another, Dr. Gamarra is a sage and calm voice in time of heated partisanship.…
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1 The Future of Latin America's Healthcare Market: A conversation with Guillaume Corpart, CEO of Global Health Intelligence 44:11
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Send us a text Latin America's healthcare market is growing at close to 10% per year, driven by a rapidly aging and increasingly obese population. For some, the regon's rapidly expanding healthcare spending is an opportunity, but it also represents an enormous fiscal challenge ahead for the region. To help us understand the complexities of an industry that touches us all, we interviewed Guillaume Corpart, Managing Director of Global Health Intelligence.…
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1 Mexico's Challenging 2024 Political Transition: A conversation with Julio Portales and Roberto Salinas 1:14:20
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Send us a text Mexico's recently inaugurated President Claudia Sheinbaum aims to chart a delicate path forward, inventing necessary new policies while preserving the political legacy of her mentor, AMLO. Julio Portales and Roberto Salinas together bring over 60 years of political and economic analysis of Mexico. Their nuanced understanding of political transition makes for an informative podcast.…
Send us a text Latin America's demographic shift is about to accelerate as its elderly population leads all segments with double digit annual growth. The transformative adoption of new and often disruptive technology is rapidly changing competitive landscapes and basic assumptions for businesses in the region. Companies need more time to adequately plan their future product portfolio and asset structure. That is why AMI developed a 10-year forecast of the region.…
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1 Latin America's aviation industry: a conversation with Arturo Barreira, Airbus’ President for Latin America 1:01:28
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Send us a text Airbus is now the world's largest aeronautical manufacturer, in part thanks to its ability to penetrate aviation markets around the world, including Latin America. The region's airlines have gone through their fair share of tumult but even greater disruption lies ahead. Latin America could become the world's leading supplier of sustainable aviation fuel as well as a leading labor pool of future pilots and technicians. To help make sense of this future, we will chat with Arturo Barreira, the veteran leader of Latin America at Airbus who knows the industry like few others.…
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1 What to Make of Mexico's Plan C: A Conversation with Roberto Salinas of Mexico Business Forum & Arthur Deakin of AMI 1:31:41
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Send us a text The election of Claudia Sheinbaum delivered several surprises. One of the less welcome surprises from the investor's point of view was the creation of a super majority in the Chamber of Deputies and 2 seats shy of a super majority in the Senate, in addition to control of 75% of Mexico’s governorships. During the month of September, when these newly elected officials take office, AMLO will still be in power and able to exercise his plan C — a radical overhaul of the constitution. That has many people concerned.…
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1 The Defanging of Colombia's President Gustavo Petro 1:01:52
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Send us a text The election of Gustavo Petro in 2022 was unsettling to many Colombians. After naming a somewhat centrist cabinet, his lack of quick wins led Petro to surround himself with loyal sycophants and assume a more rigid stance. The political right and Colombia's institutions have fulfilled their constitutional roles of standing up to a strident executive branch, effectively boxing in Petro. Could his four years in power go down as the longest lame duck Presidency in Colombian history? To help answer this and so many other questions about the present and future of Colombian politics we invited Sergio Guzmán to the podcast, the Director of Colombia Risk Analysis. Sergio is a singular voice of objectivity and reason in today's partisan analyisis of politics in Colombia. He explains the tactical and foretells the strategic like few others.…
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1 The Politically Intriguing Aftermath of Mexico's Elections 56:12
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Send us a text Mexico realized an historic election on June 2nd, 2024, choosing its first female President. Far more polemic is the fact that the Morena party's landslide victory delivers a 30-day window of opportunity to outgoing President AMLO to radically upend the constitution, an opportunity that he relishes. The month of September could prove contentious for Morena party leaders, as the outgoing leader AMLO vies to leave a lasting legacy while incoming President Claudia Sheinbaum struggles to calm markets roiled by the awkward transfer of power. To help us untangle this political web, we are joined by Alex González Ormerod, a rising star in the world of Mexican political analysis, who offers a highly nuanced and insightful take on Mexico's new political landscape.…
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1 Security: The Unmeasured Risk of Mexican Nearshoring 1:02:04
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Send us a text Organized crime in Mexico today includes highly sophisticated groups who have effectively penetrated the supply chains of Mexico's burgeoning exports. They have extorted their way into ownership of the agri-food sector and they regularly hijack the trucking convoys of export manufacturers — more than 50 trucks per day on average. Site selection of new manufacturing plants in Mexico must now consider security of one of the key components of decision making. Chris Dalby, a veteran security journalist, has spent a decade studying the complex economic, political and social backdrops of organized criminal groups in Mexico and provides a stunningly frank assessment of the success of Mexico's OCGs and the inability of Mexican government, policing and judiciary to combat this scourge.…
Send us a text Renewable energy holds much hope for investors in Latin America. The region is endowed with some of best solar and wind energy generation assets in the world. Electricity demand is growing. The region's private sector and voting public welcome energy transition. And yet, Latin American governments, despite their enthusiastic cheerleading for the idea, are the biggest obstacles to a successful and speedy transition. Arthur Deakin, AMI's Energy Sector Practice Director will help unpack this complex story in a fascinating discussion.…
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1 Preserving family tradition while embracing disruptive change: the PriceSmart story 59:09
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Send us a text David Price leads the 3rd generation of a family that invented the membership warehouse club, PriceClub (now known as Costco). As Chief Transformation Officer, David helps lead the family's foray into LAC markets, under the brand PriceSmart, first established in Panama in 1996 and now present in 13 countries. Balancing the lessons learned by family before him with the new challenges of e-commerce, global retailing and convenience chain competition, David Price must find a way to thrive in markets that also embrace the old and the new. After listening to David Price for an hour, you cannot help but be convinced of the firm's inevitable continued success.…
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1 De líder corporativo a miembro de la junta directiva: dando el salto 58:03
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Send us a text En 2021, en medio de COVID, Jorge Noguera se alejó de la cima de su carrera corporativa para perseguir sus aspiraciones de servir como miembro de la junta directiva y asesor corporativo. La transición ha sido exitosa pero también desafiante. Con Horizontes, Jorge comparte conocimientos invaluables con aquellos de nosotros que aspiramos a lograr un éxito similar en una carrera posterior a la jubilación.…
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1 The Life and Times of a Serial Fintech Entrepreneur: A Conversation with Alejandro McCormack 45:53
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Send us a text Reading Alejandro McCormack's CV will make your head spin. Since earning an Bachelor's degree at UT Austin in 2013, Alejandro has earned two graduate degrees, worked for merchant banks in Boston and London and helped lead five different fintechs based in Europe and Central America. His enthusiasm is infectious and matched only by the hard earned wisdom of his reflections.…
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1 The Good, Bad and Ugly with the 2024 Latin American Logistics Sector: A Conversation with Diego Rodríguez of AMI 1:03:21
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Send us a text Diego Rodriguez leads the logistics practice at AMI. After a decade in that role, he has studied every major market and logistics segment in Latin America. Each year, he predicts the opportunities and risks ahead for the logistics industry operating in Latin America. Logistics is now recognized as a core function to any business in the region that relies on international customers and/or suppliers. Understanding the risks ahead for the logistics industry is therefore crucial to many.…
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1 Organized Criminal Groups in Latin America: A Conversation with Sam Logan of Southern Pulse 1:10:16
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Send us a text Sam Logan has spent three decades studying OCGs (Organized Criminal Groups) in Latin America in order to understand how they are structured, how they operate, how and why they expand, and how they differentiate themselves. His understanding of OCGs has led to some startling revelations of their immense reach, sophistication and business accumen. In some parts of the region, OCGs are a defacto local government, whereby private sector companies may have no choice but to cooperate with them.…
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