What Assets Will Rise on a Hard Brexit?

The video discusses the benefits of owning 30-year bonds and German duration as safe investments. It highlights the potential decline of the British pound and its positive impact on multinationals in the UK, especially in mining, oil, and pharmaceuticals. The video also addresses potential supply chain disruptions affecting UK equity markets and suggests that these conditions may create investment opportunities for cherry-picking.

Which type of bonds does the speaker suggest owning for safety and scarcity?

• 10-year bonds

• Municipal bonds

• Corporate bonds

• 30-year bonds

What is the expected effect of a lower British pound on multinationals in the UK?

• It would lead to increased taxes.

• It would have no effect.

• It would benefit them.

• It would harm their profits.

Which sectors are mentioned as benefiting from a lower British pound?

• Technology and Retail

• Mining, Oil, and Pharmaceuticals

• Agriculture and Food

• Banking and Finance

What potential issue is highlighted that could affect UK equity markets?

• Inflation

• Rising interest rates

• Supply chain disruptions

• Political instability

What opportunity might arise for investors due to market conditions?

• Short selling

• Currency trading

• Cherry-picking assets

• Investing in real estate