Chit Chat Stocks
Chit Chat Stocks
Chit Chat Stocks
Ian Bezek Returns to Discuss Why Brazilian Bank Inter Is Undervalued And The State of Investing In Latin America
54 minutes Posted Sep 16, 2026 at 8:00 am.
) Introduction
) The Brazilian Lending Market
) Inter's Growth & NuBank Comparison
) The Brazilian Credit Market
) Impact of the Brazilian Election
) Inter's Credit Portfolio
) Inter's Valuation & Earnings Multiple
) Local Currency Government Bonds in Brazil and Mexico
) Pair Trade: Long Airports vs. Short Airlines
) Mercado Libre (MELI) & the Lending Environment
) Argentina's Upcoming Election & Economic Outlook
) Colombia's Election Shift & Investment Opportunities
) Colombian Airport Operator Exposure
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54:16
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Show notes
On this episode of Chit Chat Stocks, we chat with recurring guest Ian Bezek of Ian's Insider Corner about Inter, a bank in Brazil. We cover:
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Ian's newsletter: https://ianbezek.substack.com/
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