Recado do Economista
Martin KirstenInsights sobre macroeconomia e investimentos para ajudar meus 2 leitores assíduos.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 48 | Subscribers | Read | martinkirsten.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Copom Hawkish
As perguntas que os clientes da Velis mais tem feito nesse final de ano são: 1 ) “e essa eleição ano que vem?” e 2) “quando os juros começam a cair?”.
Por que o Brasil é o Brasil?”.
Uma pergunta simples para uma resposta praticamente impossível de ser dada
Qual o futuro da IA? Temos uma bolha?
Diante de renovações dos recordes históricos do S&P 500 e big techs atingindo cifras trilionárias em valor de mercado é bem razoável se perguntar se há uma bolha de AI.
O Aluno Nota 5
Em meio ao meu mestrado em 2016 pude fazer uma disciplina de Interpretações do Brasil, que, basicamente se propunha em, ao longo de 10 semanas, se aprofundar em 10 diferentes intérpretes do Brasil, dentre eles Celso Furtado, Raymundo Faoro,...
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Authors
The writers behind this newsletter.
Sou Martin Kirsten, nasci em Porto Alegre em 1991. Sou graduado e mestre em Economia pela UFRGS, consultor CVM e apaixonado por Macroeconomia. Invisto desde 2012. Fique à vontade para entrar em contato inbox.
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