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Investing in LATAM using Capital & Election Cycles with Scott Freeman
Manage episode 424094958 series 3526282
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In this episode a speak with Scott Freeman, an investment analyst at Variant Perception. Variant Perception is an investment research firm that builds predictive investment models.
We discuss some of Variant Perception's models as they relate to LATAM and how Scott is interpreting them. Topics discussed include copper & gold, LATAM election cycles, and using capital cycles to identify attractive equity markets and industries in LATAM.
I have found Variant Perception's platform very useful, so I learned a lot talking to Scott about some of their models.
If you want to connect with Scott, you can find him on LinkedIn or follow Variant Perception on Twitter/X:
LinkedIn: https://www.linkedin.com/in/scott-freeman-81a180127/
Twitter/X: https://x.com/VrntPerception
Website: https://www.variantperception.com/
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