Why It Could Be a Good Time to Go Long Mexican Assets

The transcript discusses the rise of populism in Latin America, focusing on AMLO's election in Mexico and its impact on markets. It explores the potential responses of central banks, particularly Mexico's, to currency fluctuations. The discussion includes strategies for trading the Mexican peso and the influence of AMLO's strong congressional support. The transcript also covers the busy election calendar in Latin America, highlighting Brazil and Colombia, and examines the potential challenges in the relationship between AMLO and Trump, especially regarding NAFTA and economic policies.

In what ways does the speaker suggest that AMLO's policies may be moderated by institutions in Mexico?

What are the risks associated with AMLO's administration as mentioned in the text?

How might AMLO's relationship with President Trump affect Mexico's economic policies?