Show from 01/26/24 Host Jeremy Schwartz and Professor Siegelbegin this week with the Prof describing the market as Goldilocks. Inventory build up may weigh on the first quarter says the Prof. The Fed will not be raising rates next week, but will also not be decreasing them. He also gives us his view on the political race, how it could affect the market and insights into what's going on in Argentina. (10:26) Juan Salerno joins Jeremy to discuss what truly is happening in Argentina right now with new leadership. Juan explains that the country will go into a recession due to policy reforms, but will come out hopefully stronger. Jeremy asks Juan about the strength of the economy and what they are focused on during the new regime. Jeremy shifts the conversation to energy and Argentina's future ventures in that sector. Juan talks about his position at Compass, what their client base is like, what they prefer to invest in and much more. Guests: Juan is a Partner of Compass, Chief Investment Officer and Director of Compass Argentina. He is the Portfolio Manager of fixed income funds domiciled in Argentina. Previously he was a Senior Equity and Fixed Income Analyst. Prior to joining the firm, he was Portfolio Manager at Grupo Galicia Seguros. He has also been involved in analyzing, pricing, and trading private debt and structured securities. Juan is a certified Public Accountant with a Bachelor of Science in Business Administration from Universidad Católica de La Plata and an MSF from Universidad Torcuato Di Tella. Learn more about Luan at: https://cgcompass.com/en/team/ Follow Luan on LinkedIn: http://linkedin.com/in/juan-miguel-salerno-8555705

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related