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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The War of Art is a beautiful and rapid read. It breaks down what you have to do to find the courage to get things done.
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.
Most of your decisions will come out of a place of love or fear. Breathe and choose love. Follow that path without hurting others.
