What Doesn’t Work in a ‘Brazilianization’ Scenario?
Teaser Video
The world is entering The Great Macro Dreamscape, so it was the perfect time to welcome Paulo Macro to chat about “All Things Macro”. Paulo has over 20 years of buy and sell-side experience and first-hand knowledge of LatAm inflation. During the nearly 3-hour macro tour de force, Kuppy and Paulo jumped into a ton of interesting topics like Paulo’s “New Big Short”, a deep dive into inflation, US Dollar, fiscal driving monetary, and of course commodities.
What Doesn’t Work in a ‘Brazilianization’ Scenario?
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