Sustainable LatAm

In this episode of Sustainable LatAm, we dive into the aftermath of Brazil's 2026 presidential runoff election, where Luiz Inácio Lula da Silva secured a surprise fourth term. Joined by Stephan Kautz (Head of Research at EQI Research) and Richard Lapper (author and former Financial Times Latin America editor), the panel unpacks the market shock, the weakened left, the fracturing of the right, and the growing influence of the Centrão. The discussion covers Brazil’s rising public debt, the pote...

In this episode of Sustainable LatAm, we invited international wealth management expert Débora Toledo to analyse the fallout from the first round of the Brazilian elections. The conversation delved into Flavio Bolsonaro's victory and explored what a rightward shift in Congress means for the country's economic future. Key discussions focused on the Centrão's influence, the impact of high interest rates on local businesses, and how Brazil will navigate its delicate foreign relations with the US...

In this episode, we analyze the massive shift in Latin American geopolitical dynamics, driven by the unprecedented 100-year oil concession between the US and Venezuela. The discussion breaks down the proposed "biggest oil deal in world history," which reportedly grants a private company, the North American Blue Energy Partnership (NABEP), access to 17 Venezuelan fields and 65 billion barrels of oil reserves. The panelists debate the controversies surrounding the deal's intermediary, Alejandro...

In this episode of Sustainable LatAm, we highlihted a conversation with journalist and author Richard Lapper (former Latin America editor for the Financial Times), recorded on 12 June, to unpack Brazil’s polarized political landscape ahead of the upcoming presidential contest. The conversation examines the rivalry between incumbent President Luiz Inácio Lula da Silva and right-wing Senator Flávio Bolsonaro, the growing power of conservative Congressional lobbies ("Beef, Bible, and Bullets"), ...

In this episode, we look past Silicon Valley to analyze what the global artificial intelligence revolution actually looks like on the ground in Latin America. Despite high smartphone penetration, Latin America faces a digital capital gap. The presenters unpack the critical question: will the region become an independent engine of digital innovation, or remain a traditional exporter of raw commodities? Key Highlights Resource Demands & Supply Chains: How Latin America’s abund...