Whitepaper Media
MexMoves
Each week, Damian Fraser and Eduardo García dissect Mexico’s most important business stories with global impact—and bring on a guest to explore a subject the headlines missed
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Whitepaper Media
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Podcast website
Latest episode
Jul 9, 2026
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Episodes
76. Netflix Explains Its Winning Mexico Bet, Toyota’s Tacoma Exit and Why Mexican Credit Data Is Hot 09.07.2026 1:09:26
We speak with Francisco Ramos, Netflix’s Vice President of Content for Latin America, about why Mexico has become one of the company’s most important global creative hubs, and what Netflix now needs to do to stay ahead as competition from YouTube creators and influencer-led content rises. Since launching in Mexico in 2011, Netflix has grown its local team to nearly 400 people, filmed in more than...
75. Mexico’s Energy Infrastructure Needs; USMCA Outlook; Top 1H26 Stock Moves; Tulum Troubles; Minting MIllionaires 02.07.2026 59:10
We speak with Rafael García, VP of External Affairs at TC Energy and President of CanCham Mexico. We discuss Mexico’s energy infrastructure needs, TC Energy’s role in the country’s natural gas pipeline network, and why reliable infrastructure to facilitate low-cost natural gas imports from Texas is key for Mexico’s competitive electricity generation, nearshoring and industrial growth. We also look...
74. Mercado Libre’s Mexico Strategy; Positive News on Growth, Inflation, Renewables, and Sinda’s possible IPO 25.06.2026 1:28:23
We interview Leandro Cuccioli, Senior VP at Mercado Libre, on the company’s Mexico strategy, booming e-commerce sales, Mercado Pago’s fintech ambitions, the impact of AI adoption, market concerns around operating margins that have hit the stock price, and the company’s long-term growth opportunities. First, Eduardo and Damian dissect the main business and economic news of the week, which brought s...
73. The Making of Mexico; World Cup, Education & Growth, Digital Payments, Stablecoins, & the Plata Documentary 18.06.2026 1:29:44
Two standout interviews this week. Harry Krensky, Managing Partner of Discovery Americas, shares his views on what it takes to succeed in Mexico private equity — what works, what doesn't, and where the industry is headed. And before that, Pamela Starr joins us to discuss her new book The Making of Mexico: Revolution, Reform, and Transformation. And as always Eduardo and Damian begin the episod...
72. Afore Coppel on Mexico’s pension future; demographic challenges; and more fintech deals with Clip and OXXO 11.06.2026 1:17:42
Juan Manuel Valle, CEO of Afore Coppel, Mexico’s largest pension fund by affiliates, discusses the opportunities and challenges facing retirement savings in Mexico. * How Afore Coppel became the largest pension fund by affiliates, despite entering the market much later than others. * How different income groups face very different retirement challenges. * Why contribution weeks, formal employment...
71. Amazon Mexico Head Explains Strategy; Betterware’s Tupperware Deal, FMTY Lands FIBRAMQ, and Televisa’s War Chest 04.06.2026 1:04:49
Amazon Mexico Head Pedro Huerta explains how Amazon is adapting to Mexico: ever-faster delivery, local payment solutions, AI-driven shopping, and a deeper push into groceries and everyday essentials. Key interview topics: * The launch of “Delivery in Hours” * Why saving time is Amazon’s core value proposition for Mexican consumers * Faster delivery as a gateway into daily-use categories * AI, Alex...
70. GM Mexico Head on China to Mexico Shift, Slim Holds Court, AMX Investor Day, Banxico’s Reality Check 28.05.2026 57:59
Francisco Garza, Head of GM Mexico, tells us about GM’s plan to shift (for now, just the assembly) of the Aveo and Groove models from China to Mexico, and what it says about nearshoring, tariffs, suppliers, EVs and Mexican manufacturing. Plus Eduardo and Damian discuss the big business and economic issues of the week, including: * Carlos Slim says Mexico’s biggest problem is Pemex, but pledges US$...
69. inDrive in Mexico; Evolving Mexico ESG; Moody’s D/G; Royal Caribbean blow & the MX-EU Trade Deal 21.05.2026 1:21:47
How do you compete with Uber in one of the world’s most competitive ride-hailing markets? Andries Smit of inDrive discusses with Damian the company’s expansion in Mexico, its strategy against Uber and Didi, and why mobility platforms are increasingly evolving into broader financial and logistics ecosystems. Before that, Eduardo speaks with Marimar Torreblanca of Miranda ESG on how Mexican companie...
68. BBVA Spark Opens Up; Doubts on SICC’s US$2bn Pharma ‘’Investment’’; S&P Cuts Outlook; GAP Explains 14.05.2026 1:05:22
Rodrigo Velasco, Head of BBVA Spark Mexico & LatAm, discusses how BBVA’s division for fast-growing, tech-oriented companies and funds works in practice, and what he looks for when taking on a new client, extending credit or investing in a VC fund. First, Eduardo and Damian dissect the news of the week: * S&P moves Mexico’s outlook to negative while keeping the rating at BBB. * Ebrard prepa...
67. OXIO’s Telecom Bet, New Deregulation Push and the Pawn Shop Boom 07.05.2026 1:08:59
Eduardo García interviews Nico Girard, CEO and Founder of telco upstart OXIO, on its bold move to buy Telefónica’s Movistar Mexico business, the future of telecom competition, MVNOs, AI-driven telecom platforms, and what success could look like in one of Latin America’s toughest mobile markets. Before that, Damian joins Eduardo to dissect Mexico’s latest business news: * Plan México’s new deregula...
66. Nearshoring opportunities; AI-driven export boom but GDP weakness; BlackRock cashing out in the GMéxico–Saavi deal 30.04.2026 1:00:59
We interview Emilio Cadena, CEO of Prodensa and President of the US-Mexico Foundation, on the continued nearshoring opportunity for Mexico; what’s working, what isn’t, and why a roll-up of some of Mexico’s SME export industrial plays makes sense. Before that, Eduardo and Damian discuss the big business news of the week. Grupo México takes control of Saavi Energía, partially cashing out BlackRock/...
65. North America’s First World Cup; USMCA, Growth Woes, Piracy, AI Investment, and Fibra Battles 23.04.2026 1:19:50
Andrés Martínez, Co-Director of the Great Game Lab at Arizona State University, joins us to discuss the business significance of the first North American World Cup. Pedro Casas, CEO of AmCham Mexico, gives us the latest on USMCA talks following the USTR’s visit to Mexico. Before the interviews, Eduardo and Damian assess the state of Mexico’s economy and Q1 earnings so far, ballooning contraband ar...
64. Vanguard on Mexico’s savings gap; food inflation; Plata; fracking; ice cream and and motorcycles 16.04.2026 1:05:46
We interview Adriana Rangel, Head of LatAm distribution at Vanguard, on one of Mexico’s biggest long-term weaknesses: why retirement savings remain so low despite gains in financial inclusion and average incomes. The answers include still low incomes relative to living costs, low female labor participation, high informality, poor financial education, and complexity and high cost of many existing f...
63. Jumex in the USA; Chinese Carmakers; Telefónica Exits; Banxico Chief Under Fire 09.04.2026 53:13
This week on MexMoves, we interview Carlos Madrazo, head of Jumex USA, on how the company is approaching the US market, what lessons it can bring from its success in Mexico, what has to change, and why both Hispanic and mainstream consumers are part of its long-term ambition. Before that, Eduardo and Damian break down the week’s biggest stories: China’s growing footprint in autos, as GAC claims it...
62. AWS at 20 - positioning for Mexico’s AI transition; How “broken” is Mexico’s economy?; Park Life IPO; e-commerce trends 02.04.2026 1:19:26
This week, Eduardo and Damian sit down with Rubén Mugártegui, Managing Director of Amazon Web Services Mexico, as AWS celebrates its 20th anniversary, to discuss how the company helped drive Mexico’s shift to cloud computing and how it is now positioning itself at the centre of the country’s AI transition. This episode also dives into: 🔹 The debate over Mexico’s ‘’Broken Economy’’ by The Economis...
61. AINDA on Mexico Infrastructure & Energy | Stagflation Fears, Walmex Investor Day, PemBras?, and Casinos 26.03.2026 55:03
We interview Manuel Rodríguez Arregui, head of AINDA, the infrastructure and energy private equity fund focused on Mexico and Colombia. We discuss how AINDA sees the opportunities and challenges in financing Mexico’s much-needed infrastructure and energy projects, how the firm creates value across its portfolio, and why incorporating the highest ESG standards at every level of the company is key t...
60. La Oficina, Stripe in Mexico, Fibra Battles, Bankers Meet in Cancun 19.03.2026 1:11:15
This week we chat with Marcos Bucay, showrunner of La Oficina, about bringing The Office TV show to Mexico and what it reveals about hierarchy, nepotism, and the absurdities of corporate life a la mexicana. And in a bonus, top Stripe executive Neetika Bansal also joins us to explain how Stripe is adapting to the Mexican market and its vision for the growing role of stablecoins in global and local...
59. Inside Mexico’s Pension Funds. Plus Fibra Monterrey, BBVA Mexico, Mexico’s Billionaires and Liga MX 12.03.2026 1:19:11
We talk with Guillermo Zamarripa, president of Mexico’s pension fund association, Amafore, about the growing importance of Mexico’s pension funds, including their role in the country’s long-term savings, capital markets, infrastructure and private assets, the challenge of ensuring adequate pensions as the population ages, and the structural or regulatory changes still needed for the Afore system t...
58. Bitso Goes Beyond Crypto: Oil Shock Impact, Chico Pardo Profiles, and ARQ’s Fundraise & Rebrand 05.03.2026 1:00:39
Felipe Vallejo, Country Head of Bitso Mexico, explains how the company is pivoting from a crypto-first exchange into a broader investing and payments platform, leveraging stablecoins to facilitate business payments and offering individuals non-crypto digital products including global stocks and bonds. A geopolitically driven oil price spike is no longer the windfall it once was for Mexico. With th...
57. Creative Industries, Cartel Threats and Corporate Earnings 26.02.2026 1:23:58
This week we chat with Gina Diez Barroso, founder of CENTRO University, and a leading Mexican voice in education, innovation, urban renovation, arts and women in business. She reflects on the evolution of Mexico’s creative economy, and what it takes to build globally competitive creative business leaders in Mexico and elsewhere. We also speak with Edmundo Sandoval of Control Risks, the global risk...
56. GBM on Helping Mexicans Invest; Canada–Mexico Ties; New Film Tax Credits; Aeromexico’s Cash Generation; Kavak Raise 19.02.2026 1:24:47
Pedro de Garay, co-CEO of GBM and founder of Siclo, describes the pivot from a broker and investment bank built for Mexico’s financial elite to a mass-market investing platform, scaled with SoftBank backing and designed for first-time investors. We look at what comes next as GBM tries to turn scale into higher profitability. Diplomat Shauna Hemingway joins from the Canadian delegation of business...
55. Proof of Human in an AI world: Cash-to-Digital Payments; Crime Hits Investment 12.02.2026 1:13:38
Martin Mazza from Sam Altman’s Tools for Humanity and its World project, tells us why Mexico and LatAm are key markets for Proof of Human tools in an AI world, how far they’ve progressed in getting Latin Americans to “eyeball up,” and what still needs to happen to reach critical scale. We also chat with another Argentine, Tomás Mindlin, CEO and co-founder of tapi, following the company’s US$27M Se...
54. Homebuilding, Infrastructure Plan, BBVA’s Mexico Blowout, Workweek Reform, and Pemex 05.02.2026 1:05:40
We interview Domingo Valdés, CFO of Vinte, Mexico’s largest homebuilder, on where Mexican housing is headed over the next decade. We discuss policy shifts from Peña Nieto to AMLO to Sheinbaum, Infonavit’s expanding role, the successful Javer acquisition, and how Vinte’s ESG focus translates into financial benefits. Before the interview, Eduardo and Damian first break down the week’s biggest Mexico...
53. ZONAMACO Art Fair, Mexican Brands in the US, Grupo México - Mexico’s new MVP 29.01.2026 1:15:38
ZONAMACO takes centre stage this week as we interview Zélika García, the founder behind Mexico’s top contemporary art fair, on how it became a global hit. We also speak with consultant Juan Saldívar on selling Mexican consumer brands in the US. And as always, Eduardo and Damian break down Mexico’s top business moves of the week: Sheinbaum’s private meetings with senior bankers and economic officia...
52. Mexico’s Water Challenges & Solutions; Davos MIA; 2026 Financials, Energy & Mining Outlook 22.01.2026 1:01:00
We interview Andrés Pliego on the outlook for Mexico’s water sector and how Rotoplas, where he is CFO, is investing across the region by providing practical, decentralized water solutions. Before the interview, Eduardo and Damian discuss the 2026 outlook for Mexico’s financials, energy, and mining sectors. We look at the impact of fintechs on lending and deposit rates, question Pemex’s ability to...
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