With an imminent election in Argentina and a string of them looming in Chile, Colombia and Brazil, Medley Advisors’ Latin America analysts decided the time was ripe for a client roadshow in New York last week. Their arrival also coincided with an escalation of the US’s military build-up in the Caribbean—culminating in deployment of the Gerald Ford aircraft-carrier group—as part of a campaign to change the regime in Venezuela.   “This is like Anton Chekhov said: when you hang a gun on the wall in the first act of a play, it's because, at some point, it's going to be used,” said Ignacio Labaqui, Medley’s regional political analyst. The build-up is “aimed at trying to provoke a defection that leads to either an internal coup or [President Nicolás] Maduro and other top officials of the administration leaving Venezuela”. Aside from Venezuela, in this podcast, Labaqui and his colleagues Fernando Posadas and Mario Lima outline client priorities in Latin America and discuss opportunities in regional rates markets, the implications of Argentina’s midterm-election results, and Brazil’s shifting political sands and monetary-policy outlook. 

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