Progressive’s Jeremy McKeown is joined by Robert Marstrand, an author and investor who writes the investment stack OfWealth. They discuss Javier Milei, Argentina’s ‘Maverick President’, covering Argentina’s political and economic background and the effects of Milei’s reforms.

00:00 Introduction – About Argentina and Javier Milei
08:07 Robert’s background
14:32 Argentina’s political background
17:24 How has Javier Milei met his goals?
20:17 What’s the evidence on the ground of the supply side response?
21:58 What’s the current political landscape?
24:07 Potential risks
28:01 What have been the effects of Milei’s changes to tariffs and taxes?
34:02 How fast will Milei move in his reforms?
35:31 Miliei’s relationship with Trump and the US
38:03 What’s been driving his popularity?
39:38 What does the future look like?
42:21 What does Argentina look like from an investor’s perspective?
47:06 Conclusion

About:

Jeremy McKeown has a degree in economics and an MBA. He has been working in the City for over forty years, both as an investment manager and at a number of leading investment banks including Merrill Lynch and Investec. His passion is for meeting, investing in and advising small and mid-sized businesses – and his previous roles give him a vast array of experience on which to draw. Jeremy’s role at Progressive includes helping clients with their investment cases, providing high quality content to our subscriber base and giving the team a valuable macro “framework” within which to evaluate and position our customers’ propositions.