Perigos do Drex; Tesla não convence com robotaxis; petróleo e prêmio de guerra; rombo nas estatais

🎬 Subscribe to Follow the Money and watch the documentary that investigates the US debt and its effects on the world. https://liberta.click/follow_the_money ✔️ ˒ 👉🏻 Don't miss the launch of the new Follow the Money on October 15! Subscribe now: https://liberta.click/follow_the_money "Ulrich Responds" is a series of videos in which I answer questions sent by channel members and followers, addressing various topics related to the economy, finance, and investments. In this video format, we talk about economic policy, inflation, interest rates, and even investments in cryptocurrencies and stocks, offering an in-depth and well-founded analysis in each episode, bringing information to those who seek to better understand the economy and make more informed financial decisions. 00:00 - Today, on Ulrich Responds 01:32 - Is the market exaggerating the DI curve based solely on Brazil's fiscal situation? 03:37 - Is the market underestimating the impact of the war on oil? 08:09 - How does the government know who is using Bolsa Família in bets? 10:30 - Did they find out who Satoshi Nakamoto is? 12:39 - Did China's fiscal stimulus disappoint? 15:27 - Could the dollar fall below 4 reais? 16:34 - The copper thesis: an opportunity? 18:16 - Is Tesla disappointing the market? 23:05 - Center-right growing in Brazilian politics, will we have a responsible congress? 23:46 - Platinum ETF to invest in? 24:19 - Would Brazil's 3.2% growth be an exaggeration amid the tragedy in RS? 26:04 - What phase of the cycle are we in? 27:05 - What is your opinion on Markovits' portfolio optimization theory? 27:43 - Does investing in Russian ETFs betting on the end of the war make sense? 28:38 - Does the war explain the increase in yields on American bonds? 29:15 - Is the American recession ruled out? 29:55 - What do you think about long-term global ETFs in dollars? 31:14 - Does Malthus' theory explain hunger and population growth? 33:01 - What will happen to investors with taxes on millionaires? 33:56 - State-owned companies with historic deficits, will not privatizing them harm the country? 34:33 - Could you tell us more about Drex? 36:44 - Is Follow the Money for investments? 37:07 - Could you make a video showing graph construction? 37:53 - Federer, Nadal or Djoko, who is the GOAT? #Tesla #economy #investments #Brazil #money #Bitcoin