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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Once a week, right after a formal turndown, I get a founder asking me if I can introduce them to other investors. This is a weak and stupid ask.
In this episode, we had a great conversation about the new generation and its impacts on the labor market and consumption habits.
Jerrod is the CEO of Codecov, a platform that is scaling the world's leading code coverage solution. Codecov is used by over 1 million developers.
