On this episode of Chit Chat Stocks, we chat with recurring guest Ian Bezek of Ian's Insider Corner about Inter, a bank in Brazil. We cover:
(00:00) Introduction
(03:51) The Brazilian Lending Market
(07:06) Inter's Growth & NuBank Comparison
(10:08) The Brazilian Credit Market
(14:42) Impact of the Brazilian Election
(17:56) Inter's Credit Portfolio
(20:40) Inter's Valuation & Earnings Multiple
(28:10) Local Currency Government Bonds in Brazil and Mexico
(31:40) Pair Trade: Long Airports vs. Short Airlines
(36:00) Mercado Libre (MELI) & the Lending Environment
(40:50) Argentina's Upcoming Election & Economic Outlook
(44:29) Colombia's Election Shift & Investment Opportunities
(49:59) Colombian Airport Operator Exposure
Ian's newsletter: https://ianbezek.substack.com/
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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