MexMoves

48. Inside MIP’s Rise, Behind HBO’s Chespirito, Alsea’s New QSR, and the AT&T–Televisa Plot

11 Dec 2025

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Jaime Guillen, co-founder and partner at Mexico Infrastructure Partners (MIP), joins us to explain how the firm became the country’s largest infrastructure fund, the strategy behind its landmark Iberdrola acquisition, and where MIP is heading next, from energy and digital infrastructure to industrial real estate and international expansion. For a sector that usually works under the radar, this is a rare look at the decisions shaping Mexico’s power and infrastructure future.We then turn to Bruce Boren, Partner at THR3 Media and former Televisa executive, producer of HBO’s hit Chespirito biopic. Bruce breaks down how the project came together, why it struck such a nerve, and what the looming Netflix and Paramount battle for Warner Bros. Discovery could mean for content creators in Mexico.Before the interviews, Eduardo and I run through the week’s business and economic headlines. We look at the impact of the hike on tariffs on imports from non-FTA countries like China, the latest inflation data and what it may signal for Banxico’s next moves. Then we discuss Alsea, which continues to reshape its portfolio, now bringing Raising Cane’s, one of the fastest-growing QSR brands in the U.S., to Mexico. The move pairs with its 2026 Chipotle rollout and follows recent divestments in Chile and Spain.Finally, we dig into the rising speculation around a potential AT&T México, Televisa and Izzi deal. If it happens, Televisa would take on many of AT&T’s challenges, including high spectrum costs, MVNO pressure and Telcel’s dominance, while gaining the scale of a national mobile operation along with the advantages of its broadband and cable network and the political muscle that comes with still being Mexico’s leading broadcaster.Try Whitepaper 30 days freeBuy your Whitepaper merch here

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13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

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MexMoves

48. Inside MIP’s Rise, Behind HBO’s Chespirito, Alsea’s New QSR, and the AT&T–Televisa Plot

This episode hasn't been transcribed yet

Other recent transcribed episodes

13:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

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