BOLSAS ACENDEM O ALERTA, RISCO AUMENTANDO?
💵 Protect your assets with Liberta Wealth: https://liberta.click/ulrich_wealth ➡️ Everything you need to know about economics and investments is on Follow the Money: https://ftm.app.br/saiba-mais The market is showing signs of fragility. I analyze the erratic falls in Nasdaq and Bitcoin, the CAPEX boom in AI that raises costs for giants, and the high global leverage. Understand SoftBank's surreal presentation and the big macro signal: the strong Dollar against the fall in Gold. Is the market fragile? 00:00 - Introduction: Something strange is happening in the markets 01:29 - The erratic movement of Nasdaq and Bitcoin 02:54 - American inflation (PCE) and the price increases of Apple and Microsoft 04:26 - Who really benefits from the CAPEX boom in AI? 06:32 - Extreme leverage in ETFs and the risk of liquidation 07:47 - AI-related FOMO arrives in full force in Asia 09:57 - SpaceX raising US$25 billion in debt 11:09 - SoftBank: Masayoshi Son and the bizarre analogy of the goose that lays the golden eggs 16:00 - Wealth planning with Liberta 17:07 - The big macro signal: Strong dollar vs. Gold correction 19:34 - Conclusion: Why the moment demands investor caution #FinancialMarket #ArtificialIntelligence #Bitcoin #Macroeconomics #Investments

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