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All Episodes

MexMoves — 90 episodes

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Title
1

90. Spiegel on Buying Querétaro FC; Endeavor on Startups; Televisa–AT&T, Mexico’s AI Risks

2

89. Afore XXI Banorte on Mexico’s Pension Boom; Energy Investment & Natural Gas, Tourism Woes and AHMSA

3

88. Mexico’s Creative Economy; News from Consorcio ARA, CONTPAQi, Nu and Fuel Support

4

87. Perret & Billia on Mexico's conference circuit; demographic shock, JD Sports/Axo bet, Korea in Mexico, and the Trump diesel threat.

5

86. Siemens on Mexico’s Next Industrial Wave | Flex & AI Infrastructure; Traxión Tender; Liverpool/Primark; Grupo México/Saavi

6

85. Trade & Railways with CPKC and AmCham’s Oscar del Cueto | Mexico’s Budget, Digital Law, Kapital & Televisa

7

84. Mexico’s NYC Week; M&A Outlook; Axtel Bids, Felix Pago Funding, Volkswagen Cuts

8

83. Mexico’s 55% Informality Problem; Aeroméxico-Delta, Viva-Volaris; Canada & USMCA; and the AI Software & Hardware Boom

9

82. J.P. Morgan on Mexico’s Economy; Tourism, Braskem Idesa Bankruptcy & Omnilife’s Texas Bet

10

81. TRAXIÓN, Yuno & Mexico’s Biggest Business Stories of the Week

11

80. UBS on Mexico Wealth Management, Pemex & Mercado Libre Results, SuKarne Sale & More’

12

79. Most People Invest in Restaurants for the Wrong Reason

13

78. What Mexico Looks for in a CEO; 2Q Earnings Reveal Consumer Weakness; Casa de Toño Seeks a US$400mn Sale; Lettuce Liability

14

77. QED Investors on Mexico’s Next Fintech Winners; What World Cup? The Limited Economic Impact; Mexico’s AI Infrastructure Opportunity

15

76. Netflix Explains Its Winning Mexico Bet, Toyota’s Tacoma Exit and Why Mexican Credit Data Is Hot

16

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

17

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

18

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

20

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

21

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

22

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

23

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

24

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

25

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

26

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

27

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

28

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

29

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

30

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

31

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

32

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

33

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

34

57. Creative Industries, Cartel Threats and Corporate Earnings

35

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

36

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

37

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

38

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

39

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

40

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

41

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

42

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

43

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

44

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

45

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

46

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

47

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.

48

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

49

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

50

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

51

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

52

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

53

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

54

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

55

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

56

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

57

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

58

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

59

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

60

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

61

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

62

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

63

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

64

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

65

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

66

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

67

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

68

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

69

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

70

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

71

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

72

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

73

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

74

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

75

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

76

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

77

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

78

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

79

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

80

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

81

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

82

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

83

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

84

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

85

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

86

5. Mexican Investments, American realities

87

4. Super Bowl Special

88

3. Transfers, takeoffs and tariffs

89

2. Home Runs in Industrial Parks

90

1. Multinational challenges in Mexico