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!
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Lately, I have realized the enormous potential of playing the long game in relationships. There is a simple question I now ask for every new person I meet...
“When you and your opponent are engaged in combat which is dragging on with no end in sight, it is crucial that you should [...]"
I left ONEVC to start a new professional chapter. The ONEVC dream lives on, and I will continue to support all portfolio companies I worked with.
