Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

"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)…