Luis Costa

Luis Costa, Head of Emerging Markets Strategy at Citi, shares keen insights about Latin America's evolving political and economic landscape. He discusses the transition from leftist regimes to a diverse political environment and its impact on investor confidence. Costa highlights the robust recovery of equities in Brazil, Argentina, and Chile, influenced by attractive valuations and changing U.S. dynamics. The conversation also delves into the geopolitical balance between U.S. and Chinese influences, alongside the implications of upcoming elections on economic reform.

Skylar Montgomery Koning, Axel Merk, and Luis Costa discuss the vulnerability of the dollar, bullish case for gold, and global debt markets respectively. Topics also include US economy performance, market analysis, gold investment, Japanese market intervention, profits breakdown in the concert industry, and advancements in rapid charging technology for electric vehicles.