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!
Finally, COVID is “over” in Shanghai. Now that the CCP declares its victory, the US will likely become more comfortable, temporarily.
Last week I faced an awkward situation over LinkedIn messages. One person was doing one of the most distasteful things in business etiquette.
An important realization that happened this week: what happens when you go at life with 110% intensity all the time? You will most likely crash and burn.