Episode Details

On this episode of Chit Chat Stocks, we chat with recurring guest Ian Bezek of Ian's Insider Corner about Inter, a bank in Brazil. We cover:

(00:00) Introduction (03:51) The Brazilian Lending Market (07:06) Inter's Growth & NuBank Comparison (10:08) The Brazilian Credit Market (14:42) Impact of the Brazilian Election (17:56) Inter's Credit Portfolio (20:40) Inter's Valuation & Earnings Multiple

(28:10) Local Currency Government Bonds in Brazil and Mexico (31:40) Pair Trade: Long Airports vs. Short Airlines (36:00) Mercado Libre (MELI) & the Lending Environment (40:50) Argentina's Upcoming Election & Economic Outlook (44:29) Colombia's Election Shift & Investment Opportunities (49:59) Colombian Airport Operator Exposure

Ian's newsletter: https://ianbezek.substack.com/

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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

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