YouSaid · the spoken record

James Bosworth

lines on the record: 42
first: 2026-04-24
most recent: 2026-04-24
sittings or episodes: 1
sources: podcast

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“It's not going to go well for Argentina's economy. It means it's not going to go well for Malay. Argentina needs a sustainable economic agenda that crosses political parties as long as everyone thinks, oh, this party could be the party that saves Argentina and this is the party that destroys Argentina, but we live in a political pendulum that goes back and forth. Argentina's economy is going to continue a boom bust cycle. And so we are in the boom part of a boom bust cycle right now, but nobody should mistake that for not being part of within that boom bust cycle.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“Unfortunately, what investors fear is the Paronists coming back to power. And so Malay is hyping the one thing that could cause Argentina to crash again. As soon as the Tinkerbell effect stops and people stop clapping and believing in Malay and think that the Paronists might come back to power, Argentina's economy will crash. This is what we saw in 2019 when Makri was president and then the parentists suddenly won a primary. All of a sudden, Argentina's economy plunged and then the parents managed to win the election because the economy was bad. We could see a repeat in 2027 of what we saw in 2019. Malays popularity right now is below 35%. As soon as people think the Perronists might come back to power,”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“Think this is where politics overrides economics in the sense that Malay is reveling in the fact that he lives in this polarized society and he gets to point at the parentists who are the people who have crashed Argentina's economy multiple times as this big threat. If the Perronists take power, Argentina will crash again. And he's basing a lot of his political support on how awful his opponents are.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“But 35% inflation is insane, right? It means that you have no reason to save money. And it's not, and despite some predictions that it may get down to 20 or 25% this year, given the straight of four moose crisis, we're much likelier to be closer to 40 or 45% than we are to 25% by the end of this year. Malay has managed over the course of the past few months to increase foreign reserves a little bit. He's gained the past four months, you've seen it pop in foreign reserves. But that comes from an amazing agricultural season that they've had.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“Malays being graded on a curve in the sense that when he came into office, inflation was 200% and now inflation's down to 30 to 35 percent at the moment. It's good.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“Is going to be the savior for Cuba from U.S. sanctions. Trump is using U.S. sanctions as a coercive tool to force Cuba to cut a deal with the United States. And arguably he's going to be successful. This is a much easier operation than Iran in many ways because the Cuban regime is corrupt and because the Cuban regime, I think, is eager to cut a deal to help rescue their economy and make sure that they can maintain power and they don't just preside over a failing state.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“So, I would say odds that Cuba finds itself aligned with the Trump administration, which is a little different than regime change, are close to 70 to 80 percent right this moment, you know, within the next 12 months. Now, I think that the Trump administration will want to see DS Canal leave power because they're very focused on the person on top and they're going to want to head on a pike to show that they got some sort of what Trump would call regime change. I don't think the Cuban Communist Party is going away in this, right? We're going to see a deal that's very similar to Venezuela in which the people who are empowering Cuba are largely the same people who are empowered today, but they decide to work with the Trump administration. One of the long-term trajectories in Cuban history here is the fact that Cuba has always had a patron to help them, to help rescue them from U.S. sanctions, right? So it was the Soviet Union during the Cold War and it was Venezuela during the 2000s. All of a sudden, the U.S.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“And when they go and they invest in some of the construction projects, they bring their own people in. So it doesn't necessarily provide as many jobs for Latin America as it should. So Latin America definitely sees the negative impacts of Chinese investment. China's a reality. I mean, China is going to be buying goods from Latin America because Latin America provides those goods and China is the market. So there's no way that China doesn't interact with Latin America, but figuring out how Latin America can have more fair trade with China is incredibly important for the region. And from the US standpoint, we're not going to push China away from Latin America. There's going to be a relationship between China and Latin America, but we should want to level playing field so that Chinese companies can't bribe their way into public contracts so that Chinese infrastructure projects don't undermine the region's infrastructure and energy grids. And so there are ways that we can push for better behavior from China without thinking that China is going to be blocked out from the region.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“Pushing cheap goods into Latin America and not really providing the technology transfers, not really providing the skill sets necessary for Latin America to boost its own economies. I mean, it's fantastic for Chile's economy that China buys all of this copper. And yet Chile would much rather sell China tech goods. And so I think that there's an element here in which Latin America knows that China is necessary for its markets. And Chinese investment, so to go to a slightly different point here, Chinese investment in Latin America when they've gone and done infrastructure investment, there have been failures in terms of the dam that they built in Ecuador is full of cracks.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“There's a lot of anxiety. China is the number one trade partner for most of Latin America, not for Mexico, but for most of Latin America. But China buys Latin American commodities. They buy soy and pork from Brazil. They buy copper and iron from Chile and Peru. China buys copper.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“And we need to make sure that we get the USMCA negotiations right. Latin America is connected to the United States via populations, via culture. And we should be trying to boost that over time, not withdrawing from Latin America. So for that reason, I think it's incredibly important that whoever comes next continues a focus on Latin America, but pivots a bit in terms of what the tone is.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“I think that for the United States, Latin America just wasn't quite the same priority. And we were worried, I mean, there was a global war on terror where we found ourselves in the middle east and South Asia. And then there was this pivot to Asia because we do see a rising China. And to the extent that we focused on Latin America in the 2000s and the 2010s. Across the 2000s, there's this whole issue of what's going on with al-Qaeda and Hezbollah in Latin America. And then across the 2010s and early 2020s, it's, oh my gosh, China is in Latin America and we really have to. But Latin America was always placed in context of whatever the other geopolitical issue of the moment was. And it was unfortunate. We should have been focused more on Latin America as a region, not as a competitor to China or a source of potential terrorism, but because the region matters. No region in the world matters more to U.S. security and U.S. prosperity than the Western Hemisphere. Our alliance with Mexico, as well as Canada, is critical to the future of the world.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“I think we're already going to start seeing that shift to the pendulum again, right? Latin America has gone back and forth from left to center to right and back over and over again across decades. Latin America is going to already be shifting back by 2029-2030. And we're going to see an election cycle where these leaders start losing power. Not because they are allied with Trump or not allied with Trump, but simply because that's how the political pendulum plays. And we are in a fairly long-term anti-incumbent cycle, both in Latin America and in much of the world. And so I don't expect these leaders to last in either event, but it's not clear what follows. I think it's really important for US policy. If Trump has done one thing right, it's the focus on the Western Hemisphere. I actually, I've always wanted to see a focus on the Western Hemisphere. And I would be really excited to see a future U.S. administration play out what it looks like to focus this much on the Western Hemisphere, but do so with a more benevolent.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“But one of the big differences between Latin America and the rest of the world here is that you have had this orange shift in Latin America. You have this group of leaders who have allied themselves with Trump and formed a bloc or a coalition they all showed up in Florida a few weeks ago for the shield of the Americas conference that Trump put on because they canceled the summit of the Americas conference that has gone on for decades. And so these leaders have aligned themselves, but this shift in Latin America has a drop dead date. It ends in January 2029 when Trump leaves office. And it's not clear what replaces it when it goes away.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“There's a few points here. One thing if you look at how the Trump administration functions, I've never seen a U.S. administration function in a way where I'm doing the individual level of analysis, where I'm having to pick through what does PTEXA think, what does Marco Rubio think, what does JD Vance think? I never, during the Biden administration, had to ask, you know, what Kamala Hare.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“Crime goes up, and we see Nobo's popularity go down despite a security populism effort, despite bringing in U.S. special forces to help target the cartels in Ecuador. It's not working. And so while it works as a campaign strategy elsewhere, it has not worked in terms of a security strategy wherever it's been implemented by politicians.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“First off, lots of leaders wish they were Naiye Bukelli because every leader wishes they had 60 or 70% popularity. Right. And so a lot of political leaders have looked towards Bucharelle and Bukele's security populism as a model for how to run for office. And it has succeeded, right? Daniel Noboa was elected in Ecuador based on a security populism message. We saw in Costa Rica, President Fernandez, who's going to be inaugurated soon, won in part on a security populist message. She brought Bukele into the country and there was an event with Bukele during the campaign. And yet El Salvador is tiny. El Salvador is smaller than the Mexican state of Chiapas. And it's a very small population. And it's hard to replicate what Bukele did, both in terms of the huge number of arrests as well as the deals that he cut with the one very large gang in MS-13 in a country like Ecuador where there's 22 different gangs and a much larger population. And so Daniel Noboa, we've seen.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“So they have a couple different bases, but evangelicals are a core base, as is agribusiness. They also have a core base, you know, Brazil, like any large country, and Brazil is huge, right? It has various geographic bases. Their base is much more in the south of Brazil versus Lula's long-term base has been in the northeast of Brazil.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“Hurts Brazil's economy by attacking picks or by putting tariffs on certain issues, that will play well for Lula, and that could be a benefit for his election. Across recent elections, a lot of candidates have received a Trump bump, right? Trump endorsed Asfura, the candidate in Honduras, and he ended up winning. Brazil is the one country where it may not work for Trump, where he actually, you may see an anti-Trump bump because of the way that Trump is attacking Brazil's economy. Brazilian voters are going to feel that in their pocketbook, and it's going to cause them to push away from Flavio Bolsonaro.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“Just throwing that out there. Well, part of it was Lula has criticized Trump for years and then they went and hugged it out at the UN late last year and they've had some phone calls and they've gotten along better and now they're not getting along as well anymore. The Brazilian population doesn't care, right? I mean, in general, the old Cold War narrative of how the left versus the right function, it's not where people are voting. One concern here is that the Trump administration is targeting Brazil's financial sector, right? They've put tariffs on Brazil. There's a Section 301 investigation on PICs, which is one of the most innovative financial transfer systems in the world that the Brazil central bank runs. And 93% of Brazilians use PICs. It's used for about half of all financial transactions in Brazil. And so it's possible here that they don't care about Trump's colonial ambitions in Venezuela. But if Trump...”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“Lula isn't old school leftist. And to that end, Lula is always going to criticize the United States for various colonial ambitions and how the United States treats Latin America. He's done this for his entire career.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“The moment, Flavio Bolsonaro is gaining in the polls, and Lula has seen a small drop in the polls in recent months. But part of this relates to various scandals. It feels like every time Lula comes up for election, there is some sort of scandal. In this case, there's what's called the Banco Master scandal, but various corrupt officials, various officials were bribed by various businesses. This has happened every time Lula has faced an election. And once again, he's going to have to dig himself out of this hole. And yet, as the expectations for Lula's re-election have gone down, if you look at where polymarket is, it's down today versus six months ago. Six months ago, I thought Lula could be beat by a real candidate. Lula has received the election that he wants. He has a two-way race between himself and Flavio Bolsonaro. He couldn't ask for a better opponent. And Lula has proven to be a great politician in the past. So this is the election that he wants. And I think my belief is that he's much more likely to be re-elected than not.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“They are. And I mean, every time Lula has been elected, markets have panicked. If you go back to his original election in 2002 and his re-election in 2006, markets panic when Lula gets elected. And if you had put an investment down on the day Lula was inaugurated in any of his three terms so far, you made money. Brazilian markets.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“For most of Latin America, despite what I said earlier about the fact that US politics has become critical for all of Latin American politics, If you're an average voter in Chile, Brazil, Argentina, Colombia, Mexico, you aren't thinking about the US every day. You're thinking about your bread and butter issues. And to that end, you always blame all politics is local and you blame your local politicians for what is occurring. And so I don't think that people have necessarily made the big narrative leap between what Trump is doing, Trump's alliances with various leaders in their countries and the cost of living going up. But they do blame their own leaders for the cost of living going up, whether or not it's their fault. They get the blame. That's just traditional politics in any country and how it functions.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“There are far fewer ideologies There are very few of them at this point. The people who used to consider themselves left wing Chavistas, many of them voted against Nicholas Maduro in the 2024 election. If you look at the voting results coming from the poorest neighborhoods of Caracas, they still voted for Mundo Gonzalez in 2024. The people who used to be Chavistas turned on Maduro because Maduro failed because it is one of the biggest economic collapses in history. And people went hungry for years due to lack of food. And so there are people who remain ideologically left wing, but they're not part of the government anymore. And to the extent that there are any of them in the government, they're lower players. They haven't played the political game to move up the ranks. And so it's basically gangster versus gangster or an alliance of various mafia groups within the government. You know, Delcio Rodriguez controlling one and potentially right this moment, the strongest fear of the groups.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“Some ways she must just be a pragmatic politician and she's playing the odds correctly. And yet, I have to say she's aligned because no leader has given Trump more. At this point, Venezuelan oil is sold via U.S. companies and routed via U.S. government bank accounts. And then the U.S. government sends a monthly payment to Delci Rodriguez and her government. The fact that the U.S. now controls Venezuela's oil is a callback to colonialism in some ways. It's a shocking development. And so, you know, she is aligned because she's going along with this scheme and it's benefiting her. And she's clearly, you know, her government is making money on this.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“You know, she is a person willing to cut deals with everybody. In some ways, she's like an AI. She just agrees with everybody when she talks to them. And so people for years, prior to Maduro's removal, there were oil companies and Venezuelan debt holders who would say that they had a source inside the Venezuelan government. It was always Delce. And they'd be talking to her and she'd be telling them everything that they wanted to hear. She's telling Trump everything he wants to hear”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“Done this via rule of law. And if a leader can arrest 2% of their adult population, they also don't have to follow the contracts that they sign. And private businesses just don't trust Buchle to be a good leader as a place they should invest.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, his popularity is probably in the 60s or 70s. Naebu Kelle came into office and cut a deal with the MS-13. To reduce the amount of violence in the country. He's also implemented a monoduro policy that's led to the arrest of 2% of the adult population. He has cracked down on his political opponents. He sent the military into the Congress. He has arrested civil society leaders, arrested political opponents. But there are places in San Salvador today that you can walk that you could not have walked 10 years ago. People are very appreciative of the security improvements in El Salvador. And for that reason, Buchle's approval rating has held up despite all of the potential criticisms. Bukelli does have a weak spot. It's the same weak spot as everybody. It's the economy. The economy in El Salvador is not growing. He's not getting the foreign direct investment that you would think. For years, people said if you could only fix security, then investment would flow into a country like El Salvador. The security is fixed under Bukele. And investment's not flowing. And part of it's that Bukele did this via corrupt deals and a monodura policy.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“Andres Manuel Lopez Obrador, her predecessor, spent most of his time in office well above 60% approval as well. Part of it goes to the economic support that she has provided her political base and the Morena party is built around a system of economic support that looks a lot like the old pre in Mexico from decades in the past. But she's also taken the populism that Amlo, her predecessor had.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“There are a few leaders who are holding up well to worth talking about our Scheinbaum and Bukele. So let's talk about that. Let's start with Shinebaum. Claudia Scheinbaum is still sitting somewhere in the mid 60s, according to approval.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“Face a challenge in terms of politics. You're seeing Gustavo Petro in Colombia, who there's a Colombian election coming up in a few months. They face a problem. Have your Malays approval ratings are down below 35%. I mean, all of these leaders are facing problems. They don't blame Trump for it necessarily, but it's clearly partially Trump's fault for having gone to Orthod and had the Strait of Hermo shut down.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“In Latin America are changing. I don't think that the average citizen points to the Trump administration as the reason to blame for prices increasing. But take Chile, for example. Jose Antonio Costa is the new president in Chile and just came into power a month ago. He's already seen a drop of 15 points in approval rating. He was sitting about 55% when he was inaugurated. Today he's closer to 40% according to multiple polls. And that's points to the problem of rising diesel prices in Chile and the fact that he has refused to subsidize those fuel costs. Across Latin America, rising costs matter to the population. I mean, they matter here. You feel inflation in the United States. But when you live in a poorer country, you spend more, larger percentage of your family's income on rent, transportation, and food costs. And so when you see rising transportation costs and rising food costs, all of a sudden people feel the suffering more. And so you're seeing leaders across all of the political spectrums.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“Delie Rodriguez has an unwritten plan, which is stabilization, recovery, consolidation of power. Those first two steps are the same. It's just in the third step they diverge. And we don't know which plan we're actually following right now. Are we following the one towards democratization or the one towards consolidation of power? The Venezuelan diaspora is looking for how to handle this question. And if they get to democratization, that's where they're happy. But they understand it's going to be a process.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“They understand that this is a process and it's going to take time. So people are holding out hope that there will be some sort of transition. The question is how long? And I think this goes to a challenge with the Trump policies versus the Delsey policies. Marco Rubio has laid out a plan which is stabilization, recovery, democratization.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“That's a great question because, in some ways, it is the old MO of how the United States operated, right? If you go back to the 1950s, 60s, 70s, you know, the Kirkpatrick doctrine in the 1980s, the U.S. was happy to have its friendly dictators who they backed. And so Trump is sort of pushed back at times to previous eras. He looked back to the Teddy Roosevelt era and the Roosevelt corollary to the Monroe doctrine. He has looked at the 70s and 80s and U.S. support for various dictatorships as a positive effort for the U.S. influence in the region. It does strike back. To your question about the Venezuelan diaspora, this is not necessarily what they wanted, right? They want a return to democracy. And there are people out there waving their hands in the air and furious at the Trump administration, but most of them are pretty happy and they're pretty happy because they've seen change in Venezuela, right? You have new problems in Venezuela, new problems are better than being stagnated under the Maduro regime.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“We were surprisingly supportive of the operation. And actually Latin American citizens going to the Bloomberg Atlas Poll that was published. Viewing how they should understand DLC Rodriguez, and at the same time, they also see an opportunity because they know if Delcie Rodriguez can cut a deal with Trump, then anyone can cut a deal with Trump. And so Delcie Rodriguez has shown the benefits of cutting a deal with Trump and also what the costs are if you defy him in terms of what happened to Nicholas Maduro. And everyone having seen that is now going to move forward, understanding that and trying to cut New Deals with Trump.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“And wacky in their own way. And I think Gerbolsonaro, the former president of Brazil, his son Flavio, is now running for office, you know, sort of fits that mold where he tried to model himself very much on Donald Trump and that sort of right-wing populism that exists. And so you do get these, even though there's a shift to the right and there will be a shift back to the left, it's a pendulum, you do have a sense here that there's a division within this group. They're not all a monolith.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“I think we have seen an interesting wave of leaders. And you referenced there the pink tide, right? Which occurred in the 2000s. You had Hugo Chavez and Lula de Silva and a whole wave of left-wing sort of leaders, some of them Democratic, some of them autocratic. And you then get a shift towards the center and towards the right and then back towards the left. And now we're back towards sort of a pivot to the right, but it's a pendulum. It goes back and forth over time. And the thing with the pink tide in the 2000s was there was a clear divide between Hugo Chavez and Lula de Silva and the autocrats and the Democrats. And today we have divides within these right-wing leaders. I've called it the orange shift, right? The leaders who have aligned themselves with Trump over time. And you have this, you know, Buchle is a security populist. You have Millet, who's more libertarian and focused on austerity. You have a group of them who are technocratic and actually quite good at what they're doing. Abhinadair and Dominican Republic is doing an amazing job. And you have a group that is sort of popular.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“One of the things I've seen just in the last now 14 months is this sudden shift by the United States. The United States has never mattered more for Latin American politics domestically. I mean, the United States has always been this regional hegemon that has overshadowed the region. But Latin America was often ignored by the United States. And all of a sudden, we have a Trump administration that has made the Western Hemisphere its focus. And you have this with the shield of the Americas Conference he did. You have this with the map that Pete Hegseth published last week showing great North America going all the way down to Columbia and Venezuela. This sudden focus where the Trump administration is trying to find a through line has suddenly dropped everybody who has been a Latin America expert into the spotlight that we've never seen before. I mean, we were always the backwater as everyone dealt with, the Middle East or dealt with Asia. And now we have a Trump administration that actually really does care, except when they get distracted by Iran.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“Yeah, no, I cover the whole region from Mexico to Argentina, and it is hard because every country has its own story, its own niche, its own issues, its own accent. And to that end, it can be difficult to deal with the region as a whole”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source
“Exactly, it's sort of coming back now with Substack. It's exciting. So I started a blog in 2004 about Latin American politics, and I've been writing ever since. Now 22 years, I migrated to Substack, I think back in 2018. And really the newsletter is the main focus of my world right now. I publish almost every day for subscribers. And that's where I've come to focus. I studied abroad in Chile in college. And I've lived in Nicaragua, Mexico, and Colombia. And I've traveled to the entire region except for Venezuelan Cuba for some reason. I can't make it to those countries.”
2026-04-24 · Odd Lots · James Bosworth on the "Orange Wave" Happening Across Latin America · IDENTIFIED FROM THE TRANSCRIPT · source