Looking at the ‘Brexit’ Opportunities Other than Sterling

The video discusses the concept of British trade, particularly in the context of Brexit and its impact on the Euro STOXX 50. It explores strategies involving put options with contingencies on the euro dollar, highlighting the potential cost savings. The discussion extends to gilts and sterling volatility, analyzing the implications of Brexit on long-term gilts and the potential credit risk. The video concludes with an evaluation of different trades and their value propositions.

What are the implications of Brexit on UK assets according to the discussion?

How does the speaker suggest trading the Euro STOXX 50 in relation to Brexit?

What factors contribute to the pricing of sterling put options being the most expensive since 2000?

What is the rationale behind considering put options on long-dated gilts?

Discuss the correlation between equities and FX as mentioned in the conversation.