TL;DR: My name is Samson Jagoras. I am an investor, entrepreneur, real estate guy, a person that genuinely loves the game of business, a guy that loves people and leading towards a common goal. If you are an entrepreneur, investor, or business professional and you are trying to navigate these crazy times, I’d love for you to subscribe.

Each week I will attempt to gather my thoughts, share my research, and impart some of my knowledge as an investor, and entrepreneur. I spend a lot of time thinking about the macro.

Most certainly some people will disagree, which is fine, and highly encouraged.

Thoughtful discourse helps us all have a better grasp on the future. There is no expectation for anything in return.

Writing about this stuff is cathartic. Therefore, my only hope is that it will be helpful to those of you who are trying to navigate what lies ahead. Who knows where this thing goes? But each week I will share my thoughts on investing, real estate, property technology, leading people, building teams, building a business, and self-development....

TL;DR

This week's newsletter is too important to let you not read it.

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In the chart above, the great investor and billionaire Hedge fund manager Ray Dalio has laid out 18 stages in the rise and decline of economic powers. Although I try not to place all my faith in anyone heuristic, I would say that Ray’s outline is sound. Ray made his entire career on simplifying the complexity of the economy, through easy-to-understand models. If you have not watched his video on, “The Economic Machine” I strongly suggest you watch it.

As you study the graph above, you can easily see how it mirrors what is happening in the US and Global economy today. Something is off! And at the crux of almost everything that is wrong in our society today, is excessive money printing.

Unpegged fiat currencies, manipulated by governments, have failed at every stage in history. The problem is 99% of the population doesn’t study history. In fact, about every...

There were 3 outcomes possible from last week's important FOMC:

1. No change to interest rates, which would be clear and certain, but a poor response to the current inflation.
2. Unclear, uncertain, and weak action implied (dovish) and a take it as it comes mentality.
3. A clear, certain, and aggressive path to raising rates (hawkish), which is the outcome we received.

Here is the summary from the federal reserve website:

• The Board of Governors of the Federal Reserve System voted unanimously to maintain the interest rate paid on reserve balances at 0.15 percent, effective January 27, 2022.
• As part of its policy decision, the Federal Open Market Committee voted to authorize and direct the Open Market Desk at the Federal...

This week’s issue is a little bit different than the previous three, however, it is very relevant to all future-proof entrepreneurs. This week we are talking about Leadership which is imperative in today’s decentralized, work-from-home world.

How can we be great leaders under the new normal?

In the pages below, I will lay out my system which was developed over 14 years, and sourced from a number of great leaders and systems. I will give you my simple 5 step framework that I designed and use today. Although I feel like it is never complete, it's rooted in a lot of experience, and an iterative framework that will likely keep getting better.

Knowledge + Experience = Confidence

In the absence of experience, we all need a playbook/system that we can start from. My hope is that this helps you move the needle. Thankfully, I had this framework in place before 2020 turned us upside down.

How did we get here?

A very wise friend, and business development guy once told me, “Don’t confuse motion...