The Golden Age of LatAm
For the past several weeks I’ve been discussing and tweeting about “The Golden Age of LatAm”. It’s a macro investment thesis that I’ve been building based on a combination of market dynamics, political shifts, economic policies, and strategic positioning in global trade and geopolitics. In this post I’ll provide an overview of the thesis and why I’m optimistic about the region, along with some of the best ways to capitalize on it. Let’s dive in…