Marcos Buscaglia: UPenn PhD & Former BofA Head of LatAm economics on Rates, AI & Emerging Markets

University of Pennsylvania PhD economist Marcos Buscaglia joins Capital Thesis for a conversation on interest rates, artificial intelligence, emerging markets, and Latin America's economic future.Marcos Buscaglia is the former Head of Latin America Economics at Bank of America Merrill Lynch, where he analyzed economies, markets, and policy across the region for global investors. He later founded Alberdi Partners, an economic and financial consulting firm focused on Latin America.In this conversation, Marcos shares his journey from earning a PhD in Economics at the University of Pennsylvania to becoming a leading economist covering emerging markets on Wall Street. We discuss his experience at Bank of America and Citigroup, how global investors think about Latin America, the role of interest rates and central banks, and the forces shaping emerging markets today.We also explore the impact of artificial intelligence on productivity, economic growth, and financial markets.Finally, Marcos discusses Argentina’s economic outlook, the reforms underway, the challenges that remain, and what will ultimately determine whether the country can achieve sustained economic growth and regain the confidence of global investors.00:00 Introduction00:38 From Argentina to a PhD at UPenn04:09 Breaking Into Wall Street: Goldman Sachs, Citi & Bank of America12:53 Why Interest Rates May Stay Higher for Longer17:59 The Fed, Kevin Warsh & the Future of Monetary Policy22:00 AI, Market Valuations & the Risk of a Bubble27:03 Are Emerging Markets Becoming More Attractive?30:51 Argentina’s Once-in-a-Generation Opportunity36:03 Investing in Latin America39:13 Beyond ESG: Markets, Democracy & Investing45:07 Are Investors Unknowingly Funding Autocracies?46:29 Closing Thoughts

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