We just launched the second episode of this new season of Papo do Condado.
For those who are not familiar, Papo do Condado is our podcast in Portuguese where we discuss geopolitics, business, startups, crypto and anything else that happens in the world.
In this episode, as the repercussions of the Russian invasion of Ukraine still unfolds, we talked about various implications in trade, geopolitics, inflation and world order.
Here are some other topics in this episode:
Many are talking about the risk of inflation, including the FED. Powell's latest speech touched on that point. He thinks inflation will be temporary.
In a world in which everything is on-demand and instant, the ability to focus, do deep work, and go through pain is a super-power.
Finally, COVID is “over” in Shanghai. Now that the CCP declares its victory, the US will likely become more comfortable, temporarily.