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Videos

Monthly Letters

32 Videos

Why have private pension? - Monthly Letters #32

29:48

Debt risk in Brazil - Monthly Letters #31

21:03

Bets and the stock market - Monthly Letters #30

30:05

Simplified monetary policy - Monthly Letters #29

27:43

The Price of Ambition - Monthly Letters #28

25:06

The market makes mistakes - Monthly Letters #27

30:21

Why invest outside Brazil? - Monthly Letters #26

24:18

The trap of the target of 1% per month - Monthly Letters #25

20:16

In Memoriam: Daniel Kahneman - Monthly Letters #24

32:19

Why do we invest in Porto? - Monthly Letters #23

34:20

Brief history of the monetary system - Monthly Letters #22

36:29

The limit of predictability - Monthly Letters #21

38:34

In Memoriam: Charlie Munger - Monthly Letters #20

32:50

Myopic Market: Why Investors Focus Too Much on the Short Term - Monthly Letters 1TP5Q19

51:58

Brazil One Year After the Elections - Monthly Letters 1TP5Q18

44:28

Why do we invest in Multi? - Monthly Letters #17

45:03

The Turn of the Tide on the Stock Exchange - Monthly Letters #16

33:49

A Decade of Investments - Monthly Letters 1TP5Q15

50:58

Chips: The Brain of the Digital Economy - Monthly Letters #14

42:30

The Brazilian Tax Chaos and the Reform Proposals - Monthly Letter #13

45:39

Artificial Intelligence: The Next Technological Revolution - Monthly Letters #12

39:32

The Market Pendulum - Monthly Letters #11

41:52

Americanas and SUR: Risk or Noise? - Monthly Letters #10

37:13

What Happened to Americanas? - Extraordinary Live #9

41:47

The Hard Side of Value Investing - Monthly Letters #8

43:05

Dark Clouds on the Horizon - Monthly Letters #7

36:10

What will Brazil be like with Lula? - Monthly Letters #6

35:13

Elections 2022 - Lula x Bolsonaro - Monthly Letters #5

32:58

The Age of Social Proof - Monthly Letters #4

36:07

David and Goliath in the Financial Market - Monthly Letters #3

42:41

The Ruin of Bitcoin - Monthly Letters #2

1:02:53

The Threat of Inflation - Monthly Letters #1

56:53