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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I came to Minas Gerais for the wedding of Felipe Lamounier, a dear friend and founder that we have backed via Atman's most recent fund.
This book is an old classic by Darell Huff. He went out of his way in the 1950s to explain how cognitive biases and statistical manipulation are used.
The main thing is to make history, not to write it. Achieve perfect liberation from materialism by having the discipline to do what you know you have to execute
