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Season 5, Episode 3 | April 9, 2026 | Runtime: 29:02
"The exception is what we saw in the last 20-30 years. We are going back to the rule, not the exception." — Andrea Alecci, on the cyclical return of US strategic engagement in Latin America after a period of neglect during Middle East and Asia preoccupation.
"The 'Don-roe doctrine' is about the US not accepting that a non-aligned country control a…
"Iran obviously together with the Middle East around it is around 20% of global oil flows 30% of fertilizer flows key sulfur and and helium flows too and whoever can control that really has the whip hand..." - Michael Every [00:04:08]
"if it retreats from here now even if oil prices go down and everyone breathes a sigh of relief the US would have…
The Roosevelt Corollary, established by President Theodore Roosevelt in 1904, acts as an extension of the Monroe Doctrine, which was initially articulated in 1823.
While the Monroe Doctrine prohibited European interference in the Western Hemisphere, the Roosevelt Corollary asserted that the United States would intervene in Latin America to prevent such interference.
This shift was prompted…
LatAm Elections in 2026. - Source
"Latin America is facing a trifecta of change that could set up a very different investment story from what investors have gotten used to." - Nikolai Lipman (Discussing the core thesis) [00:00:23]
"We could be moving towards an investment or capex cycle in the shadow of the global AI capex cycle." - Nikolai Lipman (On the shift from consumer to infrastructure)…
#LatAm #BullMarket #MorganStanley