Someone much wiser than us once said, "If you don't do macro, macro will do you." This is especially true in Emerging Markets like Brazil where politics can be volatile, and where the prevailing political winds can have an outsized impact on financial markets. Who better to speak with about the current state of affairs in Brazilian politics than RenovaBR Founder, Eduardo Mufarej. RenovaBR is an online school focused on preparing talented individuals to enter the challenging world of Brazilian politics. Eduardo also provides his thoughts on interesting current investment themes in Brazil and shares some ways to play them. Eduardo's deep understanding of Brazil and investing acumen will surely leave you wanting more.

Join the HedgeD, With A Capital "D" webinar series by contacting us at [email protected]

Follow us on Twitter @HedgeD_Podcast

Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/