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In the first edition of Cafezinho com Luciana Seabra, legendary manager Luis Stuhlberger, founder of Verde, one of the longest-running multimarket funds in Brazil, reveals his best and worst investments in the financial market to date. Founded in 1997, Verde stands out for its ability to operate in different markets — interest rates, stock exchange, currencies, commodities, credit — with strong risk control. In only four of its 28 years of history has the fund fallen behind the CDI, the benchmark for conservative investments. By balancing intuition and knowledge, Stuhlberger explains how Verde's history is not linear: it can go a long time without any relevant positions until the opportunity for a big move comes along. Those who are patient enough to wait win. And he also highlights one of the fund's main characteristics: building positions that win when everything goes wrong. In this episode, Stuhlberger also talks about his concerns about inflation in the world and reveals how Verde is positioning itself for the new Donald Trump administration in the United States, American interest rates, the Chinese economy and Brazilian fiscal risk — in addition to detailing the motivations for his recent position on Bitcoin. Enjoy!