In this episode, Mariana speaks with Vanda Felbab-Brown, a senior fellow in the Strobe Talbott Center for Security, Strategy, and Technology in the Foreign Policy program at Brookings. She is the director of the Initiative on Nonstate Armed Actors. She is also the co-director of the Brookings series on opioids: “The Opioid Crisis in America: Domestic and International Dimensions.
They discuss the unprecedented epidemic caused by the synthetic drug revolution and the role that Mexican cartels have played in driving this crisis, bankrolled by Chinese money laundering organizations. They also discuss what concrete actions the Mexican government should take to reduce the flow of narcotics and migrants across the border, and dive into how the Mexican cartels, aided by misguided policies, corruption, and weak judicial institutions, now control large swaths of Mexico’s territory. Finally, they speak about the importance of U.S. and Mexican cooperation to regain the Mexican territory from organized crime.
--------
35:57
Trump vs Harris: Who is best for what?
In this episode, Mariana speaks with Alan Stoga, Chairman of the Tallberg Foundation and Host of the New Thinking for a New World podcast, about the importance of the U.S. elections, the state of U.S. politics and about the difference in trade, migration and economic policies of the two candidates. They also discuss the impact of the different policies could have in Mexico and the space Mexico’s new President, Claudia Sheinbaum, will have to navigate under each of the two candidates.
--------
46:38
Wait and See
In this episode, Mariana speaks with Carlos Peyrelongue, head of Mexico Equity Research for Bank of America, about the state of the country that President Claudia Sheinbaum has inherited from her predecessor, about the parting gift he left—a judicial reform that weakens certainty and the rule of law, and about how the markets will read certain markers to determine whether or not she will rule based on data or ideology. They also discuss the measures she will need to take in order to create the necessary conditions to attract investments to grow, to fund the country’s infrastructure needs, as well as the government’s growing spending commitments. And, about the most likely scenarios for U.S.-Mexico relations in light of the upcoming USMCA renegotiation.
--------
41:22
Picking Winners and Losers
In this episode, Mariana speaks with Alejandra Palacios, former head of Mexico’s antitrust agency, COFECE, and Andrea Durkin, VP for international policy at the National Association of Manufacturers (NAM), about the controversial constitutional judicial reform passed by Mexico's Congress, which makes Mexico the only country in the world where the entire judicial branch, including the Supreme Court, stands for election.
They also discuss the government’s proposal to incorporate various regulatory agencies into the federal government, a move that could undermine their independence and increase presidential power, enabling the removal of competition and the selection of winners and losers. They emphasize the importance of how the new President, Claudia Sheinbaum, will write and implement the secondary laws and regulations, as these could—if done correctly—add the necessary certainty for investors and even allow Mexico to meet its international trade commitments.
--------
44:25
Keep those Plates Spinning in the Air
On this episode, Mariana speaks with General David Petraeus, former CIA Director, Retired Army General, Partner of KKR and Chairman of the KKR Global Institute, about the major and minor challenges occurring around the world that require the attention of the United States while, at the same time, the US needs to focus on strengthening its own competitive profile to compete against China. They also discuss how some of these global trends (nearshoring and frienshoring) have the potential to benefit Mexico if—and only if—Mexico works to create the necessary conditions to attract investment. This will include curbing the power of the criminal empires who control one-third of the territory and are damaging the attractiveness of Mexico and impacting the security of North America.
UK