Brazilian Markets Crash and Energy Shines as Yields Break Higher - a podcast by Real Vision

DB-Feb22,2021. Real Vision editor Jack Farley and managing editor Ed Harrison break down how rising yields are impacting risk assets such as growth equities and high-yield bonds. The pair review today’s price action, looking at everything from strength in oil and U.K. travel stocks to the significant sell-off in U.S. tech. Ed gives a primer on how rising yields dilute the value of assets with high duration and tells Jack why vaccination efforts in Europe are lagging behind the rest of the world. Later, Jack is joined by Weston Nakamura, former derivatives trader and head of the Real Vision Exchange, to analyze today’s price action in the Brazilian Real and Brazilian equities, which both plummeted as President Bolsonaro removed the CEO of Brazilian oil giant Petrobras. Ed and Jack close by looking at European fiscal as well as taking a sneak peek of tomorrow’s interview with John Hussman and Milton Berg.
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