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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.

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The Ego and The Self — By Steven Pressfield

This chapter of The War of Art is perfect. Instead of writing something today, I’ve decided to re-publish in its entirety.

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The energy behind inevitable founders

Inevitable founders are deeply connected to the mission of their companies. There is no plan B for the inevitable. The interests are aligned.

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Subscriptions & Airpods

The average American has 12 paid content subscriptions. I was surprised that the average millennial pays even more subscriptions.

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Interest rates and alternative asset classes

Fortunately, institutional investors in Brazil now understand that they must have a better, diversified portfolio across all asset classes.

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Start your week on Sundays

The compounding power of putting in an extra 6-10 hours a week for the last decade helped me tremendously on the quest towards Munger/Naval freedom.

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COVID & Brazil

I spent 3.5 months in Brazil during COVID. Unfortunately, Brazil is still a very unorganized country. The devil is in the details.

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History was made in the Brazilian startup ecosystem with the announcement of RD’s R$2B exit to TOTVS. I’d like to congratulate my friends Eric, Bruno, and team.

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