Founder & CEO of Azuria Capital LLC. Macro thinker, history student, value-oriented investor. Native of Sao Paulo, Brazil 🇧🇷 E-mail: tavi@azuriacapital.com
Inflation expectations are on the verge of a major breakout.
Markets underestimate how strongly today’s macro imbalances will push policymakers toward more inflation.
This will define the next decade and write a new chapter in monetary history.