Nov 18, 2023
Colombia-based trader Ian Bezek (@irbezek) returns to the show to offer some final thoughts on the close and uncertain presidential race in Argentina.
1:32: Ian's thoughts on the final debate between Javier Milei
and Sergio Massa
2:10: Ian's advice on Polymarket's margin market
5:20: Interview begins
6:06: Massa's backround
7:43: Massa's political baggage
8:45: Questions about Massa's alleged drug addiction
9:56: Market volatility since the eve of the first round of
elections
11:39: Why did polls miss on the first round?
12:49: Milei's shortcomings
14:34: Summary of first round results
15:38: Why so much market volatility?
18:29: How much of Patricia Bullrich's support will go to
Milei?
19:57: Argentina's economy
25:41: Milei's extremist statements
27:54: How foreign investors are seeing the election
29:19: Massa overperformed the polls
32:25: Polling
34:52: Ian's predictions and advice
35:50: Pratik's argument for buying Massa
39:18: Stock prices of Milei's former employer
40:58: Implications of a Milei victory for political betting
42:27: Recent elections in South America
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