MexMoves
Episodes
66. Nearshoring opportunities; AI-driven export boom but GDP weakness; BlackRock cashing out in the GMéxico–Saavi deal
30 Apr 2026
Contributed by Lukas
We interview Emilio Cadena, CEO of Prodensa and President of the US-Mexico Foundation, on the continued nearshoring opportunity for Mexico; what’s w...
65. North America’s First World Cup; USMCA, Growth Woes, Piracy, AI Investment, and Fibra Battles
23 Apr 2026
Contributed by Lukas
Andrés Martínez, Co-Director of the Great Game Lab at Arizona State University, joins us to discuss the business significance of the first North Ame...
64. Vanguard on Mexico’s savings gap; food inflation; Plata; fracking; ice cream and and motorcycles
16 Apr 2026
Contributed by Lukas
We interview Alejandra Rangel, Head of LatAm distribution at Vanguard, on one of Mexico’s biggest long-term weaknesses: why retirement savings remai...
63. Jumex in the USA; Chinese Carmakers; Telefónica Exits; Banxico Chief Under Fire
09 Apr 2026
Contributed by Lukas
This week on MexMoves, we interview Carlos Madrazo, head of Jumex USA, on how the company is approaching the US market, what lessons it can bring from...
62. AWS at 20 - positioning for Mexico’s AI transition; How “broken” is Mexico’s economy?; Park Life IPO; e-commerce trends
02 Apr 2026
Contributed by Lukas
This week, Eduardo and Damian sit down with Rubén Mugártegui, Managing Director of Amazon Web Services Mexico, as AWS celebrates its 20th anniversar...
61. AINDA on Mexico Infrastructure & Energy | Stagflation Fears, Walmex Investor Day, PemBras?, and Casinos
26 Mar 2026
Contributed by Lukas
We interview Manuel Rodríguez Arregui, head of AINDA, the infrastructure and energy private equity fund focused on Mexico and Colombia. We discuss ho...
60. La Oficina, Stripe in Mexico, Fibra Battles, Bankers Meet in Cancun
19 Mar 2026
Contributed by Lukas
This week we chat with Marcos Bucay, showrunner of La Oficina, about bringing The Office TV show to Mexico and what it reveals about hierarchy, nepot...
59. Inside Mexico’s Pension Funds. Plus Fibra Monterrey, BBVA Mexico, Mexico’s Billionaires and Liga MX
12 Mar 2026
Contributed by Lukas
We talk with Guillermo Zamarripa, president of Mexico’s pension fund association, Amafore, about the growing importance of Mexico’s pension funds,...
58. Bitso Goes Beyond Crypto: Oil Shock Impact, Chico Pardo Profiles, and ARQ’s Fundraise & Rebrand
05 Mar 2026
Contributed by Lukas
Felipe Vallejo, Country Head of Bitso Mexico, explains how the company is pivoting from a crypto-first exchange into a broader investing and payments ...
57. Creative Industries, Cartel Threats and Corporate Earnings
26 Feb 2026
Contributed by Lukas
This week we chat with Gina Diez Barroso, founder of CENTRO University, and a leading Mexican voice in education, innovation, urban renovation, arts a...
56. GBM on Helping Mexicans Invest; Canada–Mexico Ties; New Film Tax Credits; Aeromexico’s Cash Generation; Kavak Raise
19 Feb 2026
Contributed by Lukas
Pedro de Garay, co-CEO of GBM and founder of Siclo, describes the pivot from a broker and investment bank built for Mexico’s financial elite to a ma...
55. Proof of Human in an AI world: Cash-to-Digital Payments; Crime Hits Investment
12 Feb 2026
Contributed by Lukas
Martin Mazza from Sam Altman’s Tools for Humanity and its World project, tells us why Mexico and LatAm are key markets for Proof of Human tools in a...
54. Homebuilding, Infrastructure Plan, BBVA’s Mexico Blowout, Workweek Reform, and Pemex
05 Feb 2026
Contributed by Lukas
We interview Domingo Valdés, CFO of Vinte, Mexico’s largest homebuilder, on where Mexican housing is headed over the next decade. We discuss policy...
53. ZONAMACO Art Fair, Mexican Brands in the US, Grupo México - Mexico’s new MVP
29 Jan 2026
Contributed by Lukas
ZONAMACO takes centre stage this week as we interview Zélika García, the founder behind Mexico’s top contemporary art fair, on how it became a glo...
52. Mexico’s Water Challenges & Solutions; Davos MIA; 2026 Financials, Energy & Mining Outlook
22 Jan 2026
Contributed by Lukas
We interview Andrés Pliego on the outlook for Mexico’s water sector and how Rotoplas, where he is CFO, is investing across the region by providing...
51. Autos, USMCA 2026 and Mexico’s Sector Outlook
15 Jan 2026
Contributed by Lukas
This week we interview Odracir Barquera, Head of the Mexican Automotive Industry Association (AMIA), on the negative impact of US tariffs on Mexico’...
50. Human Capital & Education, 2026 Outlook, Air Merger and Televisa Ownership Shuffle
08 Jan 2026
Contributed by Lukas
To restart our weekly podcast, Damián and Eduardo speak with Michael Fung, a leading expert in human capital, education, and skills development at Te...
49. Classical Music, Monterrey Smog, 2025 Highlights and Bread Wars
18 Dec 2025
Contributed by Lukas
For our Christmas special, we interview Carlos Miguel Prieto, renowned Artistic Director of the Orquesta Sinfónica de Minería, about the business an...
48. Inside MIP’s Rise, Behind HBO’s Chespirito, Alsea’s New QSR, and the AT&T–Televisa Plot
11 Dec 2025
Contributed by Lukas
Jaime Guillen, co-founder and partner at Mexico Infrastructure Partners (MIP), joins us to explain how the firm became the country’s largest infrast...
47. Binance’s Mexico Bet, Duncan Wood on USMCA Hearings, Bimbo at 80, and the 40-Hour Week Ahead
04 Dec 2025
Contributed by Lukas
MexMoves interviews Salvador Rivero, the new Country Head of Binance Mexico, who lays out what the world’s largest crypto exchange plans to do in th...
46. Banco Azteca Opens Up; Treviño on Mexico’s Leadership Gaps; Protests Hit Highways; Fibra NEXT Follow-On
27 Nov 2025
Contributed by Lukas
Join us for a deep dive with Banco Azteca Chairman Alejandro Valenzuela on how Azteca really makes its money, why cash still refuses to die, and why a...
45. AI for Mexico Logistics, Gold Mine Drama, Mexico Rises to #1 US Buyer, Esentia IPO, ASUR Buys Big
20 Nov 2025
Contributed by Lukas
Desteia’s Diego Solórzano explains how real, operator-focused AI tools can ease Mexico–U.S. logistics bottlenecks. Journalist Steve Fisher recoun...
44. Plata’s CEO on 2M+ users and a $3B valuation; CDMX and U.S. sports teams; Esentia’s gas-pipeline IPO; and what Kimberly-Clark’s Kenvue deal means for Mexico.
13 Nov 2025
Contributed by Lukas
We talk with Neri Tollardo, Plata’s co-founder and CEO, to understand how the fintech rocketed from zero to more than two million users and a $3 bil...
43.KIO on Mexico’s data-center opportunities; Natixis on local asset-management plans; GAP-CBX merger; ASUR bid for South American airports; Aeromexico prices IPO
06 Nov 2025
Contributed by Lukas
Octavio Camarena, CEO of KIO, Mexico’s leading local data-center company, talks to us about the company’s ambitious expansion plans, power bottlen...
42. Uber Mexico Heads Explain Strategy, Revolut CEO on Mexico Opportunities, U.S. Route Bans Hit Mexican Airlines, the Debate Over Credit Card Fees, and Mercado Libre Outperforms Oxxo and Walmex
30 Oct 2025
Contributed by Lukas
This week on MexMoves, Uber’s top Mexico executives break down their strategy and why the country has become one of Uber’s biggest global markets....
41. Finsus: Mexico’s Profitable Fintech — Plus Aeroméxico’s IPO; GE–Xignux’s $5.3B Prolec Deal; Insurer VAT Truce, GM Mexico Tariff Boost; and Revolut’s Long, Long-Awaited Launch
23 Oct 2025
Contributed by Lukas
This week we interview Sebastián de Lara, Chief Regulation and Expansion Officer at Finsus, one of Mexico’s few profitable fintechs, to explore its...
40. HR Ratings on Mexico & the U.S.; Mexico Tech Week; Mercado Libre Fights New Tax Rules; Plata Valued at $3.1 B; Orbia Jumps on Divestiture Rumors; and AFORES Keep Growing
16 Oct 2025
Contributed by Lukas
We interview Pedro Latapi, CEO of HR Ratings, on the firm’s growth in Mexico and now the U.S. and its rating outlook for both markets. Bernardo Cord...
39. Mexico Dealmaking, Arbitration & Amparos; Chico Pardo Wins Banamex; Bitso Rolls Out Free U.S. Stock Trading
09 Oct 2025
Contributed by Lukas
We interview Jean-Michel Enríquez, partner at Creel, García-Cuellar, Aiza y Enriquez SC, on the impact of the judicial reform on dealmaking, arbitra...
38. Mexico & Robots, Capital One Bets on Mexico Nearshoring, Slim’s Pemex Ties, and the $100K H1-B Visa Twist
02 Oct 2025
Contributed by Lukas
Nikolaj Lippmann, Latin America equity strategist at Morgan Stanley, explains how realistic it is for Mexico to develop a domestic robotics manufactur...
37. BanCoppel’s New Retail Strategy, Data-Center Power Constraints, Chico Pardo’s 25% Banamex Controlling Stake, and Slim’s Rail Contract Wins
25 Sep 2025
Contributed by Lukas
Estephany Ley, Head of Retail Banking at BanCoppel, lays out the bank’s strategy to broaden its client base and product offering—from its traditio...
36. VEMO’s Clean Mobility Bet Amidst Rising China Tariffs, New Femsa CEO, Herdez Spins Off Nutrisa, Cross-Border Logistics, and Aeroméxico–Delta JV Blow
18 Sep 2025
Contributed by Lukas
This week on MexMoves, we speak with Roberto Rocha and Germán Losada, Co-Founders of VEMO, the Riverstone-backed Mexican clean mobility startup, abou...
35. Didi’s Daring Mexico Bet, Klar Grabs Bineo, Esentia Energy Readies IPO, Mexico’s 2026 Budget & Tariffs on China, and Amazon Backs Rappi
11 Sep 2025
Contributed by Lukas
This week on MexMoves we interview Sigfried Eisennmeier from DiDi on the company’s remarkable expansion in Mexico, with context from Whitepaper’s ...
34. Mexico’s New Competition Rules, Kapital’s $100mn raise, Soda Tax Rumors, BIVA’s NYC Day, and Pemex’s Non-Fracking Fracking
04 Sep 2025
Contributed by Lukas
We interview Alejandra Palacios, former president of COFECE, for a clear-eyed take on Mexico’s new competition framework - one that may not end up a...
33. IMCO’s Moy on Mexico’s Economy — Plus Tariffs on China, Nutrisa’s Listing, and Bitso’s Stablecoin Bet
28 Aug 2025
Contributed by Lukas
In this episode, we sit down with Valeria Moy, director of Mexico’s leading think tank, the Mexican Institute for Competitiveness (IMCO), for a real...
32. U.S.–Mexico Business History with Andrew Paxman; JAC and Giant Motors with Daniela Dib; McCormick–Herdez Deal, and Mexico’s Banking Shake-Up
21 Aug 2025
Contributed by Lukas
In this episode, we interview academic Andrew Paxman on the history of U.S.–Mexico business ties. Daniela Dib of Whitepaper discusses how the JAC/Gi...
31. New telecom rules, Western Union swallows main remittance competitor, Banamex possible control change ahead of IPO, and Adidas in hot water over Oaxacan shoe
14 Aug 2025
Contributed by Lukas
As Mexico moves to dismantle its telecom regulator, we speak with Ernesto Piedras — one of the country’s leading consultants and experts on the di...
30. AmCham’s Carlos García on USMCA Outlook; Raúl Livas on Pemex Rescue, plus AT&T’s Rumored Exit, Walmex CEO Change, MELI’s Strong Mexico Results and more
07 Aug 2025
Contributed by Lukas
We interview Carlos García, President of AmCham México, to discuss the current state of U.S.–Mexico business relations heading into the critical 2...
29. Will Mexicans Eat Chipotle? Inside Alsea’s Recipe for Growth — Plus Live Nation’s Latest Mexico Play, ASUR’s U.S. Pivot, and a Tariff Deal Delayed Again
31 Jul 2025
Contributed by Lukas
This week on MexMoves, we talk with Gerardo Lozoya of Alsea to explore what’s driving the restaurant group’s strong momentum — and how it plans ...
28. Mexico's Private Hospitals Scale Up, Fibra NEXT Debuts, Iberdrola Quits, Autos Struggle
24 Jul 2025
Contributed by Lukas
We chat with Eduardo Verboonen Khoury, Co-President of Hospitales MAC, one of Mexico’s fastest-growing private hospital groups. He shares how rising...
27. Mexico’s AI Moment, More Tariff Turmoil, and Gentrification Fights in CDMX
17 Jul 2025
Contributed by Lukas
This week we discuss AI adoption in Mexico with Julián López Portillo, CEO of Senzai, and Mauricio Sepúlveda, CEO of Arkham Technologies—two tech...
26. Why Wall Street is Bullish on Mexico — while Lithium Flops, Fuel Smugglers Under Pressure, and Cancun Slumps
10 Jul 2025
Contributed by Lukas
This week on MexMoves, we sit down with Gabriel Casillas, Chief Latin America Economist at Barclays, on why Mexico’s economy is stronger than you th...
25. Stress Test for Mexico’s Banks, More Fintech Raises, and BYD Prefers Brazil
03 Jul 2025
Contributed by Lukas
This week, we speak with Ricardo Cacho at top Mexican law firm Von Wobeser y Sierra to unpack the fallout from U.S. sanctions on CI Banco, Intercam, a...
24. Dollar Stores, U.S. Treasury Accuses Mexican Financials, Tariff Deal, and Sports TV Shifts
26 Jun 2025
Contributed by Lukas
Dollar stores are gaining ground in Mexico’s retail landscape — and the latest player is JOi Dollar Plus, a Canadian venture tapping into the grow...
23. Can New Rules Revive Mexico’s Energy Sector? Meanwhile, Fibras (Mexico’s REITs) are staging a comeback, with one newly listed and another in the pipeline. Plus: regulators turn up the heat on Telcel and Oxxo
19 Jun 2025
Contributed by Lukas
Mexico’s energy demand is rising fast — but will recent regulatory changes be enough to reignite investor interest? We speak exclusively with Cés...
22. Educating Mexico: Failure fuels deeps problems and some opportunities. GM pulls back from Mexico, and U.S. Hispanic consumers feel the squeeze
12 Jun 2025
Contributed by Lukas
How can Mexico close its yawning education gap? We speak exclusively with Aurelio Nuño, ex-Education Minister, and Juan Rebolledo of Lotus Education,...
21. Mercado Libre’s Mexico Gameplan — Plus Remittance Slide, Baseball's Growth, Xinfra’s Capital Raise, & Prestamo Not So Feliz
05 Jun 2025
Contributed by Lukas
This week on MexMoves, we sit down with Leandro Cuccioli, SVP of Mercado Libre, for an exclusive look at how Latin America’s e-commerce giant plans ...
20. Mexico’s Economic Outlook; Edtech Bets, US FinTechs extending microcredit
29 May 2025
Contributed by Lukas
On this episode of MexMoves, we look at what’s in store for Mexico’s economy in the second half of 2025 with Miriam Acuña from GBM. Andrés Benav...
19. Biotech Hits the Fields: Mexico’s Farms, Nissan’s Future & Remittance Risks
22 May 2025
Contributed by Lukas
This week, we sit down with Dr. Andrey Zarur, CEO and founder of Boston-based GreenLight Biosciences — maybe Mexico’s most accomplished scientist ...
18. Viva Aerobus’ secret sauce for low-cost flying, optimism around Plan Mexico, and takeaways from the banking convention
15 May 2025
Contributed by Lukas
This week on MexMoves, we sit down with Juan Carlos Zuazua, CEO of Viva Aerobus—Mexico’s fastest-growing low-cost airline—to learn what it reall...
17. Health Nearshoring, China's Quiet Rise in CDMX, and Mexico’s Shorter Workweek
08 May 2025
Contributed by Lukas
This week on MexMoves, we speak with Bismarck Lepe, founder and CEO of MiSalud Health, about how Mexico’s doctors are successfully treating both Mex...
16. Mexico’s Water Crunch, Q1 Corporate Pulse, and telco law fight
01 May 2025
Contributed by Lukas
In this week’s episode, we tackle Mexico’s growing water crisis, interviewing Cole Frates, Co-Founder of Renewable Resources Group (RRG), on oppor...
15. Lucha Libre Goes Global: WWE & Fillip's Big Bet, Chipotle’s Alsea Deal, and trouble at CAME Popular bank
24 Apr 2025
Contributed by Lukas
Lucha Libre AAA goes global as WWE and Fillip take the reins. Exclusive interview with Bárbara González Briseño, co-CEO of Fillip, on the strategy ...
14. Kavak Cut, Nu Approved, Fuel Seized: Mexico Eyes U.S. Real Estate
17 Apr 2025
Contributed by Lukas
In this episode, we dive into Nu Mexico’s new full banking license, the sharp valuation cut at Kavak, and Arca’s latest corporate venture foray. W...
13. Tulum Busts, the New Mexican Consumer, and (yet) more on tariffs
10 Apr 2025
Contributed by Lukas
Today’s episode kicks off with the latest on tariffs, followed by a look at fracking and unlocking value with Herdez and Alfa. Next, Circana’s top...
12. Mexico Equities Outlook, GDP Growth Cuts, Slim’s Succession Plans, WalMex Day, Banorte's Bineo failure
03 Apr 2025
Contributed by Lukas
This week, we speak with Gordon Lee, Partner at BTG Pactual, about the outlook for Mexico’s equity market amid macro headwinds and opportunities. Pl...
11. Mexico Through the Eyes of U.S. Business
27 Mar 2025
Contributed by Lukas
We hear from Pedro Casas of AMCHAM about how U.S. businesses are navigating Trump’s tariff risks, and assessing Mexico’s long-term growth potentia...
10. Mexico’s Investment Banking Challenges, New Energy Laws, Growth Downgrades
20 Mar 2025
Contributed by Lukas
We discuss Mexico's latest energy counter-reforms, financial inclusion, and the investment banking outlook with insights from the Head of 414 Capital,...
9. Highs and lows of Mexican farming; tariffs; and new finance minister
13 Mar 2025
Contributed by Lukas
We explore the Mexican agricultural sector’s highs and lows, the impact of Trump’s steel tariffs on industrial exports , and what the change in th...
8. Mexico’s VC Landscape: Booming or Bust?
06 Mar 2025
Contributed by Lukas
We explore the state of venture capital in Mexico with an interview with Federico Antoni of HI VenturesTry Whitepaper 30 days free
7. Shopping & Streaming: Mexico’s E-Commerce Battle and Netflix’s $1B Bet
27 Feb 2025
Contributed by Lukas
Since the COVID-19 pandemic, e-commerce in Mexico has surged. We speak with Gloria Canales from retail giant Coppel to get a broader perspective. Me...
6. From Mexico With Love: Mexican Entrepreneurs Winning Big in America.
20 Feb 2025
Contributed by Lukas
Damian Fraser and Eduardo García discuss some Mexican entrepreneurs living in the United States who have stood out for their leadership in executive ...
5. Mexican Investments, American realities
13 Feb 2025
Contributed by Lukas
Cracking the U.S. Market: Wins and Losses for Mexican Firms. Includes interviews with Alvaro Rodriguez, Co-Founder and Managing Partner of Ignia, and ...
4. Super Bowl Special
06 Feb 2025
Contributed by Lukas
This week we focus on the Super Bowl: Avocados, Guacamole, TV Commercials, All Made in MexicoTry Whitepaper 30 days free
3. Transfers, takeoffs and tariffs
30 Jan 2025
Contributed by Lukas
This week, we discuss Mexico’s booming remittances, Aeromexico’s IPO and its market implications, and the looming tariff threats to Mexican export...
2. Home Runs in Industrial Parks
24 Jan 2025
Contributed by Lukas
This week we look at the IPO of Diablos, Mexico’s leading baseball team; the outlook and ongoing consolidation in industrial parks; and controversy ...
1. Multinational challenges in Mexico
16 Jan 2025
Contributed by Lukas
In the opening episode of MexMoves Damian Fraser and Eduardo García talk about Citigroup’s struggles in Mexico, Walmart’s anti trust victory and ...