
What the Scouts See From the Ridge
Global Macro Intelligence Desk -- February 18, 2026
Brazil-based founder & investor exploring AI, private markets, and platform dynamics—after building and exiting in LatAm. Sharing lessons in tech, leverage, and long-term thinking.
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Global Macro Intelligence Desk -- February 18, 2026

AI, tariffs, and the great redirection of capital and demand

A tour through the independent thinkers helping me navigate volatility, opportunity, and edge

Building an AI-first workflow, one insight at a time

Feliz Páscoa.

Coming soon!