Revelado o esquema do Banco Master; Irã é o próximo alvo?; o que Trump quer no mundo

Watch on YouTube ↗  |  January 17, 2026 at 11:00  |  35:14  |  Fernando Ulrich
Speakers
Fernando Ulrich — Financial Commentator, Independent

Summary

Fernando Ulrich answers viewer questions on Brazilian real interest rates, the Banco Master/Reag scandal, living and investing abroad, crypto regulation, sovereign debt, geopolitics, central banking and post-pandemic inflation. The main market implications are a warning that high public debt and political constraints favor currency debasement and scarce assets such as Bitcoin, gold, equities and real estate, plus a geopolitical risk that an Iranian escalation could hit stocks and crypto. He also confirms he remains satisfied with SBSW and Borr Drilling and says updated theses are coming.

  • Ulrich argues Brazilian real rates are positive, but Brazil-only portfolios are not sufficient protection given FX, taxes, IOF and country risk.
  • He describes the Banco Master/Reag-CBSF case as potentially one of Brazil's largest financial frauds and political scandals.
  • On global investing, he gives a balanced view on Japan and says investment there depends on many variables.
  • He praises Coinbase's opposition to the Clarity Act, arguing a bad crypto law would be worse than no law.
  • He sees an unprecedented sovereign debt problem and says governments may inflate currencies, favoring scarce assets like Bitcoin, gold, equities and real estate.
  • He warns an Iranian escalation could negatively affect stocks and crypto, and discusses Trump's Greenland and foreign-policy posture.
  • He reiterates satisfaction with SBSW and Borr Drilling and says an update with Marcelo is coming.
  • He criticizes central bank central planning and says Fed independence is only relative.
Ideas
Fernando Ulrich Financial Commentator, Independent 20:23
Protect with scarce assets as debt inflates
Public debt levels are unprecedented across the US, Japan, UK, Europe and others, and rising long-term interest rates are a symptom of this sovereign debt problem. Because fiscal austerity and repactuating benefits are politically unpopular, governments are likely to inflate or devalue currencies to repay debt. Investors should therefore seek protection in scarce assets such as Bitcoin, gold, corporate equities and real estate.
BTC GLD Equities XLRE HIGH
Fernando Ulrich Financial Commentator, Independent 21:14
Iran escalation threatens stocks and crypto
An Iranian attack by Trump would not be just pressure; if it happens and escalates, it would negatively impact stock markets and possibly crypto. The speaker treats this as a geopolitical risk to monitor rather than a certainty.
STOCKS MED
Fernando Ulrich Financial Commentator, Independent 22:19
Satisfied with SBSW and Borr Drilling
Asked whether he is satisfied with SBSW and Borr Drilling performing well, he confirms he is satisfied and says he recorded an update with Marcelo that will air next week, where the theses will be updated. This maintains a positive stance on these prior ideas.
SBSW BORR LOW
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This Fernando Ulrich video, published January 17, 2026, features Fernando Ulrich discussing BTC, GLD, Equities, XLRE, STOCKS, SBSW, BORR. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Fernando Ulrich  · Tickers: BTC, GLD, Equities, XLRE, STOCKS, SBSW, BORR