Know More. Risk Better. Podcast | S10E1 Venezuela in Turmoil: U.S. Intervention and Market Risk

(Please note, this podcast was recorded on Tuesday, 6 January 2026)

Welcome to the CreditSights Podcast!
Kicking off our first episode of 2026, Know More. Risk Better. explores the political and economic fallout following the capture of Venezuelan President Nicolas Maduro, examining scenarios for regime change, US intervention, and market reactions. Zachary Griffiths and Conor Beakey dive into Venezuela’s oil sector challenges, sanctions relief prospects, and the broader implications of US policy in Latin America, including risks to regional stability and historical context for interventions. Gain timely analysis and actionable insights for investors seeking to understand evolving geopolitical risks and opportunities in emerging markets.

Speakers
· Zachary Griffiths, Head of IG & Macro Strategy, CreditSights:
Zachary leads US investment grade and macro strategy, bringing expertise in financial markets and economic implications.
· Conor Beakey, Head of Americas Country Risk, BMI:
Conor heads America's country risk analysis at BMI, providing insights into political and economic developments in Latin America.

Timestamps:
00:00 – Introduction
02:34 – Post-Maduro Political Scenarios
09:08 – Venezuela's Oil Economy & Reserves
15:16 – Sanctions Relief & Investment Timeline
16:46 – Trump's Latin America Policy & Monroe Doctrine
23:34 – Historical Market Reactions to US Interventions
25:56 – Greenland & Transatlantic Alliance Risks
27:52 – Constitutional Timeline & Opposition Politics

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