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The Mexico border is insane
In this conversation, I sit down with Jacabo to discuss how the Mexico border and the global political climate are affecting business and investment. We dive into the uncertainties that come with political instability, especially as recent elections in Mexico, the U.S., and other nations are shaping investor confidence. Jacabo shares insights on how, despite these challenges, some investors are still betting on Mexico for the long haul—like airport operators making multi-decade investments to ride out short-term geopolitical turbulence.
We also explore the rise of nationalism across the globe, from Mexico to the U.S. to Argentina, and how this trend complicates international investments. Jacabo breaks down the impact of these shifts, explaining how many businesses are still choosing to invest in Mexico despite the noise. He also discusses the shift from globalization to regional alliances, like the U.S.-Mexico-Canada partnership, which could reshape supply chains and trade dynamics in the future.
Toward the end, Jacabo highlights how populist ideas, such as Trump's push for U.S.-only manufacturing, face real limitations—especially when you consider the automotive industry, where tariffs could double car prices for consumers. As we wrap up, Jacabo emphasizes that the U.S.’s manufacturing decline, now down from 51% to 36% of industrial space, marks a notable shift in the global landscape. Tune in for a deep dive into the realities of investing in Mexico and the broader shifts in our global economy.
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