Independent Insight Provider

Ewan Markson-Brown

Cross Asset Strategy

<ul>
<li>Century of Decline, One Shock Reset: Argentina fell from 80% of US GDP to 25%—Milei is reversing it with fiscal shock therapy. </li>
<li>From Chaos to Credibility: Inflation tamed, market confidence rising—first fiscal surplus in a decade.</li>
<li>Decentralization, AI, and the Next Model: Tax federalism and AI governance make Argentina the first EM reform lab.</li>
</ul>


Century of Decline, One Shock Reset: Argentina fell from 80% of US GDP to 25%—Milei is reversing it with fiscal shock therapy. 
From Chaos to Credibility: Inflation tamed, market confidence rising—first fiscal surplus in a decade.
Decentralization, AI, and the Next Model: Tax federalism and AI governance make Argentina the first EM reform lab.


Argentina: The First Domino How Freedom, Discipline, and Bitcoin Are Rewriting the EM Playbook

Asia ex-Japan & EM Portfolio Manager with 24+ years of top-decile performance, specializing in disruptive growth, capital efficiency, and long-term compounding.

Ewan Markson-Brown
Independent Insight Provider

Argentina: The First Domino How Freedom, Discipline, and Bitcoin Are Rewriting the EM Playbook

Milei is rewriting the EM playbook. Inflation is falling, markets are rising, and reform is real. Argentina isn’t the model—it’s the rupture....

Ewan Markson-Brown