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All Episodes

MexMoves — 75 episodes

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Title
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75. Mexico’s Energy Infrastructure Needs; USMCA Outlook; Top 1H26 Stock Moves; Tulum Troubles; Minting MIllionaires

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74. Mercado Libre’s Mexico Strategy; Positive News on Growth, Inflation, Renewables, and Sinda’s possible IPO

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73. The Making of Mexico; World Cup, Education & Growth, Digital Payments, Stablecoins, & the Plata Documentary

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72. Afore Coppel on Mexico’s pension future; demographic challenges; and more fintech deals with Clip and OXXO

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71. Amazon Mexico Head Explains Strategy; Betterware’s Tupperware Deal, FMTY Lands FIBRAMQ, and Televisa’s War Chest

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70. GM Mexico Head on China to Mexico Shift, Slim Holds Court, AMX Investor Day, Banxico’s Reality Check

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69. inDrive in Mexico; Evolving Mexico ESG; Moody’s D/G; Royal Caribbean blow & the MX-EU Trade Deal

8

68. BBVA Spark Opens Up; Doubts on SICC’s US$2bn Pharma ‘’Investment’’; S&P Cuts Outlook; GAP Explains

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67. OXIO’s Telecom Bet, New Deregulation Push and the Pawn Shop Boom

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66. Nearshoring opportunities; AI-driven export boom but GDP weakness; BlackRock cashing out in the GMéxico–Saavi deal

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65. North America’s First World Cup; USMCA, Growth Woes, Piracy, AI Investment, and Fibra Battles

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64. Vanguard on Mexico’s savings gap; food inflation; Plata; fracking; ice cream and and motorcycles

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63. Jumex in the USA; Chinese Carmakers; Telefónica Exits; Banxico Chief Under Fire

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62. AWS at 20 - positioning for Mexico’s AI transition; How “broken” is Mexico’s economy?; Park Life IPO; e-commerce trends

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61. AINDA on Mexico Infrastructure & Energy | Stagflation Fears, Walmex Investor Day, PemBras?, and Casinos

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60. La Oficina, Stripe in Mexico, Fibra Battles, Bankers Meet in Cancun

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59. Inside Mexico’s Pension Funds. Plus Fibra Monterrey, BBVA Mexico, Mexico’s Billionaires and Liga MX

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58. Bitso Goes Beyond Crypto: Oil Shock Impact, Chico Pardo Profiles, and ARQ’s Fundraise & Rebrand

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57. Creative Industries, Cartel Threats and Corporate Earnings

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56. GBM on Helping Mexicans Invest; Canada–Mexico Ties; New Film Tax Credits; Aeromexico’s Cash Generation; Kavak Raise

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55. Proof of Human in an AI world: Cash-to-Digital Payments; Crime Hits Investment

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54. Homebuilding, Infrastructure Plan, BBVA’s Mexico Blowout, Workweek Reform, and Pemex

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53. ZONAMACO Art Fair, Mexican Brands in the US, Grupo México - Mexico’s new MVP

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52. Mexico’s Water Challenges & Solutions; Davos MIA; 2026 Financials, Energy & Mining Outlook

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51. Autos, USMCA 2026 and Mexico’s Sector Outlook

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50. Human Capital & Education, 2026 Outlook, Air Merger and Televisa Ownership Shuffle

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49. Classical Music, Monterrey Smog, 2025 Highlights and Bread Wars

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

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47. Binance’s Mexico Bet, Duncan Wood on USMCA Hearings, Bimbo at 80, and the 40-Hour Week Ahead

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46. Banco Azteca Opens Up; Treviño on Mexico’s Leadership Gaps; Protests Hit Highways; Fibra NEXT Follow-On

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45. AI for Mexico Logistics, Gold Mine Drama, Mexico Rises to #1 US Buyer, Esentia IPO, ASUR Buys Big

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44. Plata’s CEO on 2M+ users and a $3B valuation; CDMX and U.S. sports teams; Esentia’s gas-pipeline IPO; and what Kimberly-Clark’s Kenvue deal means for Mexico.

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43.KIO on Mexico’s data-center opportunities; Natixis on local asset-management plans; GAP-CBX merger; ASUR bid for South American airports; Aeromexico prices IPO

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42. Uber Mexico Heads Explain Strategy, Revolut CEO on Mexico Opportunities, U.S. Route Bans Hit Mexican Airlines, the Debate Over Credit Card Fees, and Mercado Libre Outperforms Oxxo and Walmex

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41. Finsus: Mexico’s Profitable Fintech — Plus Aeroméxico’s IPO; GE–Xignux’s $5.3B Prolec Deal; Insurer VAT Truce, GM Mexico Tariff Boost; and Revolut’s Long, Long-Awaited Launch

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40. HR Ratings on Mexico & the U.S.; Mexico Tech Week; Mercado Libre Fights New Tax Rules; Plata Valued at $3.1 B; Orbia Jumps on Divestiture Rumors; and AFORES Keep Growing

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39. Mexico Dealmaking, Arbitration & Amparos; Chico Pardo Wins Banamex; Bitso Rolls Out Free U.S. Stock Trading

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38. Mexico & Robots, Capital One Bets on Mexico Nearshoring, Slim’s Pemex Ties, and the $100K H1-B Visa Twist

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37. BanCoppel’s New Retail Strategy, Data-Center Power Constraints, Chico Pardo’s 25% Banamex Controlling Stake, and Slim’s Rail Contract Wins

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36. VEMO’s Clean Mobility Bet Amidst Rising China Tariffs, New Femsa CEO, Herdez Spins Off Nutrisa, Cross-Border Logistics, and Aeroméxico–Delta JV Blow

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35. Didi’s Daring Mexico Bet, Klar Grabs Bineo, Esentia Energy Readies IPO, Mexico’s 2026 Budget & Tariffs on China, and Amazon Backs Rappi

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34. Mexico’s New Competition Rules, Kapital’s $100mn raise, Soda Tax Rumors, BIVA’s NYC Day, and Pemex’s Non-Fracking Fracking

43

33. IMCO’s Moy on Mexico’s Economy — Plus Tariffs on China, Nutrisa’s Listing, and Bitso’s Stablecoin Bet

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32. U.S.–Mexico Business History with Andrew Paxman; JAC and Giant Motors with Daniela Dib; McCormick–Herdez Deal, and Mexico’s Banking Shake-Up

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31. New telecom rules, Western Union swallows main remittance competitor, Banamex possible control change ahead of IPO, and Adidas in hot water over Oaxacan shoe

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30. AmCham’s Carlos García on USMCA Outlook; Raúl Livas on Pemex Rescue, plus AT&T’s Rumored Exit, Walmex CEO Change, MELI’s Strong Mexico Results and more

47

29. Will Mexicans Eat Chipotle? Inside Alsea’s Recipe for Growth — Plus Live Nation’s Latest Mexico Play, ASUR’s U.S. Pivot, and a Tariff Deal Delayed Again

48

28. Mexico's Private Hospitals Scale Up, Fibra NEXT Debuts, Iberdrola Quits, Autos Struggle

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27. Mexico’s AI Moment, More Tariff Turmoil, and Gentrification Fights in CDMX

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26. Why Wall Street is Bullish on Mexico — while Lithium Flops, Fuel Smugglers Under Pressure, and Cancun Slumps

51

25. Stress Test for Mexico’s Banks, More Fintech Raises, and BYD Prefers Brazil

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24. Dollar Stores, U.S. Treasury Accuses Mexican Financials, Tariff Deal, and Sports TV Shifts

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23. Can New Rules Revive Mexico’s Energy Sector? Meanwhile, Fibras (Mexico’s REITs) are staging a comeback, with one newly listed and another in the pipeline. Plus: regulators turn up the heat on Telcel and Oxxo

54

22. Educating Mexico: Failure fuels deeps problems and some opportunities. GM pulls back from Mexico, and U.S. Hispanic consumers feel the squeeze

55

21. Mercado Libre’s Mexico Gameplan — Plus Remittance Slide, Baseball's Growth, Xinfra’s Capital Raise, & Prestamo Not So Feliz

56

20. Mexico’s Economic Outlook; Edtech Bets, US FinTechs extending microcredit

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19. Biotech Hits the Fields: Mexico’s Farms, Nissan’s Future & Remittance Risks

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18. Viva Aerobus’ secret sauce for low-cost flying, optimism around Plan Mexico, and takeaways from the banking convention

59

17. Health Nearshoring, China's Quiet Rise in CDMX, and Mexico’s Shorter Workweek

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16. Mexico’s Water Crunch, Q1 Corporate Pulse, and telco law fight

61

15. Lucha Libre Goes Global: WWE & Fillip's Big Bet, Chipotle’s Alsea Deal, and trouble at CAME Popular bank

62

14. Kavak Cut, Nu Approved, Fuel Seized: Mexico Eyes U.S. Real Estate

63

13. Tulum Busts, the New Mexican Consumer, and (yet) more on tariffs

64

12. Mexico Equities Outlook, GDP Growth Cuts, Slim’s Succession Plans, WalMex Day, Banorte's Bineo failure

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11. Mexico Through the Eyes of U.S. Business

66

10. Mexico’s Investment Banking Challenges, New Energy Laws, Growth Downgrades

67

9. Highs and lows of Mexican farming; tariffs; and new finance minister

68

8. Mexico’s VC Landscape: Booming or Bust?

69

7. Shopping & Streaming: Mexico’s E-Commerce Battle and Netflix’s $1B Bet

70

6. From Mexico With Love: Mexican Entrepreneurs Winning Big in America.

71

5. Mexican Investments, American realities

72

4. Super Bowl Special

73

3. Transfers, takeoffs and tariffs

74

2. Home Runs in Industrial Parks

75

1. Multinational challenges in Mexico