FILOSOFIAS DE INVESTIMENTO E ALOCAÇÃO DE CAPITAL | Qual a visão de Paulo Guedes sobre o Bitcoin?

PRE-ENROLL FOR THE LEGACY PROGRAM (16 products for the price of 1): https://r.vocemaisrico.com/bc00f6bdc9 TALK TO A PRIMO GROUP SPECIALIST: https://r.vocemaisrico.com/13073d6db8 FREE MASTERCLASS WITH PAULO GUEDES: https://r.clique.ly/11fc2986df URGENT! SELIC RATE FELL TO 10.75%:    • URGENTE! TAXA SELIC CAIU PARA 10,75% |  O ...   IS IT STILL WORTH BUYING BITCOIN?:    • AINDA VALE A PENA COMPRAR BITCOIN? #BTC   NATHALIA ARCURI'S INVESTMENT PORTFOLIO:    • A CARTEIRA DE INVESTIMENTOS DE NATHALIA AR...   In today's video, I'm joined on the channel by Paulo Guedes, former Minister of Economy of Brazil, PhD in Economics from the University of Chicago and one of the founders of Banco Pactual, now BTG Pactual, to talk about Investment Philosophy and Capital Markets. INVESTMENT PHILOSOPHY AND CAPITAL ALLOCATION | What is Paulo Guedes's view on Bitcoin? 00:00 INVESTMENT PHILOSOPHY AND CAPITAL MARKETS WITH PAULO GUEDES 01:11 Paulo Guedes' beginnings in the capital markets 03:00 The founding of Banco Pactual 04:14 What was it like to invest in Brazil? 05:19 How did banks make money? 07:20 If everyone is optimistic, the markets go up 08:40 Brazil's shift to the Real Plan 11:30 Banco Pactual did not finance electoral campaigns 12:06 The Collor Plan 12:50 In Brazil, everything was very fast 14:09 The Bank's preparation for the new directions of the economy 16:30 The change in investment philosophy 18:15 The third phase of the investment market 22:20 Efficient Market Theory 27:44 The beauty of knowledge in economics 29:00 Economics is cooperation, not competition 30:55 The complexity of the economy 32:50 Inefficient markets 33:50 Where are the inefficient markets in Brazil? 36:30 What is happening to companies in Brazil? 38:10 It's never bad to know too much 39:19 Legal uncertainty in Brazil 40:39 The logistics market 42:00 How to perform asset allocation? 44:20 Paulo Guedes' vision on bitcoin 46:30 What is the future of money? 47:05 Geopolitical risk 48:40 Fall of the Soviet Union 51:00 Middle East 53:10 The role of the United States and China 53:49 Cyber ​​warfare? 54:14 Bitcoin as a store of value 58:15 Milei's plans in Argentina 58:50 Will the future of money be bitcoin? 01:01:25 What is Paulo Guedes' vision for the future of Brazil? 01:02:33 Demographics 01:04:05 Will Brazil sink? 01:07:10 The problem of ideology 01:07:30 Everyone wants to do business with Brazil 01:09:53 The path for Brazil to take off 01:11:30 Will Brazil become another Argentina?