Acabou para o Flávio Bolsonaro?; Trump e Xi, um encontro histórico; O Brasil tem uma terceira via?

Summary

Fernando Ulrich discusses the political scandal involving Flávio Bolsonaro and its impact on Brazilian election odds, notes a significant surge in global bond yields, warns of a tech/AI bubble, and recommends increasing cash in USD and BRL to prepare for opportunities.

• Flávio Bolsonaro's leaked audio scandal reduces his election odds but doesn't end his candidacy.
• Global sovereign bond yields, especially US Treasuries, are rising sharply, signaling stress.
• The speaker views the US tech/AI sector as overvalued and likely to correct.
• He advises increasing cash liquidity in both dollars and reais via money market funds.
• A tech crash would likely also pull Bitcoin lower.
• The speaker personally holds Bitcoin, STRK, and OranjeBTC but does not recommend MicroStrategy.
• He prefers USDC as the most transparent stablecoin.
• Geopolitical tensions with Iran and the Strait of Hormuz are contributing to uncertainty.