Playing a Post-Election Brazil

Featuring Max Wolff

How will Brazil’s new president shake things up? Max Wolff, co-founder of Multivariate, reviews the recent election and discusses what lies ahead for Brazil’s stock market. He drills down on the macro fundamentals and examines how to make the play, in this interview with Brian Price. Filmed on November 6, 2018.

Published on
7 November, 2018
Duration
10 minutes
Rating
12

Comments

  • LP

    Lari P.

    10 11 2018 15:43

    1       0

    Extremely path dependent short-term view.

  • NG

    Nicholas G.

    9 11 2018 12:53

    0       1

    Extraordinary - lousy thesis of looking for 3% higher to short for a 3-4% profit. Also, his grasp of the politics is very shakey. Finally, please know all the names of the politicos, about whom you are talking.

  • MS

    Marc S.

    7 11 2018 20:21

    3       0

    So he is waiting for a 3% rally to short it for a 3% move lower! Interesting.