Brazil Braces for Dilma Rousseff Impeachment Vote Tonight

The video discusses the potential continuation of the rally in Brazilian markets, focusing on the role of Michel Temer and the challenges he faces, including the carwash scandal. It highlights the importance of Temer's economic team appointments and the need for a balanced approach to entitlements to maintain populist support. The discussion also covers investment opportunities and risks, with a focus on the potential for a honeymoon rally followed by a reality check. The speaker shares their personal investment strategy, emphasizing a neutral country stance and a more aggressive stock selection approach.

What is meant by the term 'honeymoon rally' in the context of Brazilian assets?

What strategies has the speaker employed to manage volatility in their portfolio?