1 hr 2 min
Brazil, New World Order and US Market Update WEquil Capital
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- Education
The podcast starts with a discussion on StoneCo $STNE, a Brazilian Fintech company that recently enjoyed a 40% gain in share price after releasing their earnings last week. Giro Lino, a member of our Brain Trust from Brazil, analyzes the Brazilian economy and provides outlooks into the risks and opportunities related to investing in the country.
Joe and Giro analyze how the increase in digitization globally may empower emerging markets as the cost of collaboration is coming down. Giro argues that Brazil’s economy is largely powered through commodity exports and that they are not yet a service-based economy. Joe believes that may change as virtual education continues to unlock the potential of the population in these emerging nations.
PJ from the WEquil Capital Brain Trust joins the conversation to discuss the ongoing conflict with Russia and Ukraine and the state of the New World Order. Joe assesses the worldwide response to the crisis and the pressure that the global hivemind has placed on Putin and Xi.
The episode ends with a discussion on US markets, and how to determine when there is a trend reversal and the index level. Joe argues that the breadth of impact of the Russia Ukraine crisis and associated supply chain disruptions has not been fully priced in by algorithms that drive much of the prices in markets. This may lead to further downside in the coming weeks.
The podcast starts with a discussion on StoneCo $STNE, a Brazilian Fintech company that recently enjoyed a 40% gain in share price after releasing their earnings last week. Giro Lino, a member of our Brain Trust from Brazil, analyzes the Brazilian economy and provides outlooks into the risks and opportunities related to investing in the country.
Joe and Giro analyze how the increase in digitization globally may empower emerging markets as the cost of collaboration is coming down. Giro argues that Brazil’s economy is largely powered through commodity exports and that they are not yet a service-based economy. Joe believes that may change as virtual education continues to unlock the potential of the population in these emerging nations.
PJ from the WEquil Capital Brain Trust joins the conversation to discuss the ongoing conflict with Russia and Ukraine and the state of the New World Order. Joe assesses the worldwide response to the crisis and the pressure that the global hivemind has placed on Putin and Xi.
The episode ends with a discussion on US markets, and how to determine when there is a trend reversal and the index level. Joe argues that the breadth of impact of the Russia Ukraine crisis and associated supply chain disruptions has not been fully priced in by algorithms that drive much of the prices in markets. This may lead to further downside in the coming weeks.
1 hr 2 min