Juros subindo é sinal de perigo; estrangeiro desistiu do Brasil?; Bitcoin Pizza Day

Summary

Fernando Ulrich reviews key events of the week: foreign outflow from Brazil, rising global long-term rates, geopolitical tensions in the Strait of Hormuz, Nvidia's stellar earnings, and the risk of AI bubble from upcoming IPOs. He also discusses the Bitcoin Pizza Day and answers viewer questions on inflation, real estate, and family.

• Brazilian stock market fell 11% from highs due to foreign investor outflows and domestic political/fiscal concerns.
• Global long-term interest rates are rising across G7 countries, posing a risk of market stress.
• Geopolitical tensions in the Strait of Hormuz caused oil price volatility, but some tankers have crossed.
• Nvidia reported record Q1 revenue of $81B, gross margin of 75%, and strong cash generation.
• Speaker warns that upcoming IPOs of SpaceX, OpenAI, and Anthropic could pop the AI bubble.
• Bitcoin Pizza Day commemorates the first real-world Bitcoin transaction for two pizzas.
• Speaker recommends considering AI as a key area for career and business relevance.
• He prefers liquid financial assets over real estate for personal flexibility.