# Luis Estrada

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KVMR Welcomes New GM / Nevada City Town Hall To Spotlight Nearby Fuels Treatment Plan And Prescription

Luis Estrada brings decades of experience in mission-driven media, community engagement, and nonprofit development to KVMR. Tonight's Town Hall will focus on the fuels treatment efforts for Nevada City's Sugarloaf, Old Airport, and Hirshman’s Pond parcels.  

Sac Considers Renaming Cesar Chavez Plaza | Cesar Chavez Biographer | KVMR Community Radio | Sacramento Kavanagh’s Hurling Team

Sac Considers Renaming Cesar Chavez Plaza A New York Times investigation has unraveled the heroic reputation of Cesar Chavez, accusing the late labor leader of sexually assaulting underage girls. Dolores Huerta, who cofounded the United Farm Workers with Chavez, also revealed that he raped and sex…

Searching for EM opportunities

Uncertainty on the path of the Iran conflict remains. The second and third order effects for the global economy have yet to be seen, but FX markets are taking an optimistic view on the outcome of the conflict. In this episode, we look at how emerging markets have been responding over the past two m…

Limbo of war

There are good reasons to wait for confirmation of a deal before loading up on risk. But while we wait, we recommend being oil-neutral via RV strategies between energy importers. In a post-war world, we see opportunities to turn bullish on currencies that have been dragged by the war. We also discu…

The summer of soccer

In this month's Emerging Markets edition, Luis Estrada is joined by Abbas Keshvani and Dasha Parkhomenko to analyze recent developments across emerging markets. The discussion covers the changing direction of the US dollar, preferred trades for the current environment, and key risks to their outloo…

Yellow Card for Carry

The summer of soccer is over—and geopolitics and the Fed just took the pitch. Our EM strategists break down why they have locked in gains, where the Brazilian real goes from here, the South African rand's new vulnerability, and why the Korean won is the MVP of July. Abbas Keshvani (Desk Strategy),…

Guarded exuberance in EM FX

EM FX has enjoyed a lift from a constructive macro backdrop, with growth resilient and inflation generally under control. We retain a bullish bias (long KRW, MYR, BRL) but caution against being exposed to higher energy prices. We also maintain some hedge trades in our portfolio. Participants: Abba…

EM under pressure: when resilience runs out

For most of 2026, Emerging Market assets held their ground against a wall of external headwinds — but September may mark the moment that resilience finally cracks. A surprise Fed hike, relentless UST repricing, and a USD trading near multi-year highs are draining the confidence that underpinned EM …

Around the world in 15 minutes

A broad tour of global FX markets spanning Asia, G10, and LatAm, covering key currency trades, positioning, and central bank divergence. The discussion highlights major risks into year-end, including an AI-trade pullback, China trade tensions, US Treasury moves, and political uncertainty in Brazil.…

Votes and Volatility

Lula shocked Brazil – BRL is still reeling. Israel's votes are in – no winner yet. South Africa passed the budget test – local elections are next. And year-end seasonality? Right around the corner. Participants: Abbas Keshvani (Desk Strategy), Asia Macro Strategist Daria Parkhomenko (Desk Strategy…