Playing a Post-Election Brazil

Published on
November 7th, 2018
Duration
10 minutes

Playing a Post-Election Brazil

Trade Ideas ·
Featuring Max Wolff

Published on: November 7th, 2018 • Duration: 10 minutes

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.

Comments

  • LP
    Lari P.
    10 November 2018 @ 15:43
    Extremely path dependent short-term view.
  • NG
    Nicholas G.
    9 November 2018 @ 12:53
    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 November 2018 @ 20:21
    So he is waiting for a 3% rally to short it for a 3% move lower! Interesting.