Technology in America
Invest Like the Best with Patrick O'Shaughnessy
My guests today are Julio Vasconcellos and Mate Penc...
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Sep 27 2022 1h 1m
Chapter 1 2 mins
[First question] A broad perspective on what is interesting in Latin American investing today Latin America Digital Report 2022Chapter 2 55 sec
What makes up the existing 1.5% tech penetration index in Lat AmChapter 3 2 mins
Florian Hagenbuch, Mate Pencz Everything Will be Bought Online (Loft) ; David Velez Building the Branchless Network (Nubank) ; How important it is to parse by country when it comes to building businesses in LatAmChapter 4 3 mins
Overview of LatAm as a microcosm of fintech innovation happening really fast and what is most exciting in that sphereChapter 5 1 min
Why the adoption of PIX was so successful and how it maps onto the banking systemChapter 6 4 mins
What PIX’s widespread adoption will enable for the coming wave of entrepreneursChapter 7 3 mins
Demographics, GDP, growth rates, and inequality in LatAmChapter 8 2 mins
Shifting to remote work and how it’ll affect LatAm workers and talentChapter 9 4 mins
Macro tailwinds that matter when it comes to returns in these markesChapter 10 2 mins
What it feels like for an entrepreneur today compared to when Loft launchedChapter 11 4 mins
Deeper themes and what needs to be unlocked for LatAm’s tech sector to look more like the US or China with big tech giantsChapter 12 3 mins
The opportunity set in developing a software that serves small and medium businesses in LatAmChapter 13 2 mins
Sources of available funding for venture and private equityChapter 14 2 mins
What valuations look like and whether or not there’s an entry multiple discountChapter 15 2 mins
Seeking evidence that crypto is used in more valuable ways in emerging marketsChapter 16 2 mins
Areas where LatAm is operating in a future state more so than elsewhereChapter 17 2 mins
What the right amount of global firm participation in capital partnerships looks likeChapter 18 3 mins
Big standout lessons from their operating daysChapter 19 2 mins
What is most exciting and concerning about their investing style and investing writ large in LatAmChapter 20 2 mins
The kindest thing anyone has ever done for Julio