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Surprised That Market Is Surprised (guest: Vincent Deluard)

The Market Huddle

CHAPTER

Mexico Is a Fantastic Card to Play

I think Mexico is a fantastic card to play. They have a young population, fairly educated, a close to the us. Chille has developed a domestic fiancing capacity. And then what chille has is his copper. So if you think about tes, i mean, this is maybe a mix between sout arabia and switzerland for the next decade. Some political risk, but i think people generally over o no overestimate it.

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