In this essential episode, we dive deep into the global economic and geopolitical forces shaping markets as of June 2025. With escalating tensions between the US and China influencing everything from tariffs to critical undersea infrastructure, investors and policymakers face a landscape rife with volatility and strategic shifts.

Discover why the traditional correlation between the US dollar and Treasury yields is breaking down amid policy uncertainty, how escalating defense spending in Europe reflects a shifting geopolitical stance, and why critical undersea cables are now at the forefront of security and economic discussions.

We also explore sector-specific dynamics, highlighting opportunities in technology driven by AI demand, surprising resilience in segments of retail, and the evolving regulatory clarity shaping the future of cryptocurrencies.

From the cautious optimism in equity markets to the nuanced perspectives on inflation and stagflation risks, this episode equips you with crucial insights needed to navigate the complexity of today’s interconnected markets.

Tune in to gain a strategic edge and understand the key moves you need to make as geopolitical realities reshape the investment horizon.

RV: I want to invite you to explore my current thesis on cryptoassets. I’ve recorded a comprehensive video on this topic, which is available here:

https://rvcripto.com.br/

The last time I recorded a thesis video was about the bull market in traditional markets. Since then, the IBOV has risen nearly 50%, and the S&P 45%.

Take this opportunity to join the Telegram group of Mentoria RV Crypto, which will have free, limited-time access. Afterward, you can decide whether or not you want to remain part of it.