Like many, I am a fan of Paulo Guedes Brazil's Minister of the Economy. I appreciate the Chicago-boys when it comes to economical thinking. I do think that the predictions and expectations are correct. We will likely see a rate increase in interest in Brazil in 2021.
I do not believe it will decrease the inflows of capital in alternative assets or stocks. Fortunately, institutional investors in Brazil now understand that they must have a better, diversified portfolio across all asset classes.
One day, once a few chapters have been complete with Atman, I plan on opening up what we do to the small, individual investor. We are years from that day, but it is a mission that matters to me, as someone that wasn't born wealthy but has done well for himself -- although I am just getting started!
.png)
As COVID gets better or people begin to lose the fear of it, a habit I wish continues to exist are walking meetings. They make everything better.
This weekend I watched this cool fireside chat between Jeff Bezos and his brother. It made me think that I need to venture out a bit more.
Quickly I realized that time management is a crucial part of being a good VC. Being “default to yes” is a poor strategy. Focus is key.
