The Emerging Markets Podcast by Pequod Advisors.

Oscar Decotelli is the co-founder and CEO of DXA Investments, a Brazilian private equity firm. He been in this industry for over two decades. I managed to catch up with Oscar from his offices in the U.S. and asked him for his views on the Brazilian investment landscape, the business environment, the consumer market and ecommerce, along with the potential (and obstacles) in logistics, fintech and agtech.

A career oil and gas executive, Ana Zambelli has served in top-level positions with some of the largest industry firms including as president of Schlumberger Brazil, MD appointments with Transocean, for South America and then Worldwide Subsea Operations, and as the CCO for Maersk Drilling. She currently serves on the board for both Petrobras and Braskem.  Ana gives us her insights on the Brazilian oil and gas industry and future energy transitions.

Creomar de Souza is the Founder and CEO of Dharma Political Risk and Strategy, based in Brasilia, Brazil. He is a PhD candidate in International Relations with a background in history. Creomar has held appointments as a professor at the Catholic University of Brasilia and formerly visiting faculty at the University of Florida. You can find Dharma Political Risk and Strategy here: dharmapolitics.com.br

Suelma Rosa, PhD, is a Brazil-based political science and government affairs expert. In her capacity as the vice president of the Institute for Government Relations, she speaks with us on a range of topics including the lobbying and government affairs, operation car wash and corruption, the rise of President Bolsonaro, investing in Brazil, along with comments on economic sectors ripe for investment.

Ken Atkinson is the chairman of the British Business Group and Grant Thornton, based in Vietnam. Today we speak about the landscape for foreign business, obstacles to growth, the rule of law, infrastructure, property development and more. The Emerging Markets Podcast is produced by Pequod Advisory Group.

Siamak Goudarzi is an Iranian lawyer and founder of Open Iran Group. He formerly served in the Iranian judiciary before traveling to the UK to complete his PhD in Criminal Law. In this interview he talks about the negative consequences of economic sanctions, Iran's regional trade partners, Chinese involvement in Iran, and the opportunities for foreign investment.

Today I am speaking with Paul Wilson, the director general of the British-Iranian Chamber of Commerce. The Joint Comprehensive Plan of Action, or the Iran Nuclear Agreement, saw the lifting of British sanctions on Iran, however, with the US withdrawal in May 2018, the environment is complicated. Paul talks about INSTEX, British-Iranian trade relations, commercial risks, and post-Brexit agreements. A transcript can be found here.