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Last month, we had a special guest post from one of the best accounts on X, the pseudonymous journalist, travel writer, and keen (and often hilarious) social observer, Drukpa Kunley (@kunley_drukpa). He had recently sat down with Brazilian Presidential candidate Renan Santos ("More From The Man Trying To Fix Brazil"). Kunley got another opportunity to interview Santos, and we have his highlights of their conversation below.
Before we get to that, a quick market note. Back in February, we entered an options trade on a company being called "The Nvidia of Biotech". We just exited that for a 336% profit on premium last week. For the first time in months, it passes our screens again, and we're going to dive back in. If you'd like a heads up when we do,
you can subscribe to our trading Substack/occasional email list below.
Now on to Kunley's latest with the man who wants to fix Brazil, Renan Santos.
Authored by Drukpa Kunley on X
CONVERSATIONS WITH BRAZILIAN PRESIDENTIAL CANDIDATE RENAN SANTOS - HOW TO FIX BRAZIL
What follows is a paraphrased version of a conversation I had with Renan Santos. Renan is currently third on Polymarket's betting odds to become the next President of Brazil (as of July 2026) and even if he does not win the 2026 election he and his party - the 'Missão' or Mission Party - intend to play an increasingly larger role in Brazilian politics over the coming years. Their main thesis is that while it seems like Brazil has too many intractable problems to ever properly 'fix' most of those problems do actually have obvious solutions and would be relatively easy to address if a party seriously intent on actually 'fixing things' came to power. That is, Missão want to press the 'Fix Everything Easily Switch'.
This is the second part of a two-part article - in the first part, Renan discussed the main problems with Brazil today and how they emerged. In this part, Renan discusses how to fix those problems in practical terms:
"As a thought experiment let's take for granted you do get into power, I want to talk about how you then actually fix all these problems we've identified. So on the gangs, how would a President even go about destroying them?"