#132 Bancos: um debate sobre um dos setores mais relevantes do Ibov

from Stock Pickers · host InfoMoney

Com Selic caindo ou subindo, dólar abaixo de R$ 5,00 ou acima, Ibov nos 66 mil pontos ou acima dos 120 mil, desde o começo do Stock Pickers o setor bancário e financeiro sempre esteve em alta entre nossos ouvintes. Já fizemos episódios especiais só para falar sobre as empresas desse setor e quem nos acompanha lembra da polêmica tese short em ITUB ainda em 2020 proposta por um dos nossos convidados, Renoir Vieira. Em 2022, reportando resultados sólidos, os bancos voltaram a chamar atenção e por isso convidamos um otimista e um pessimista para falar sobre fundamentos e teses para os próximos anos: William Leite, gestor da Helius Capital, e Carlos Lima, sócio da Athena Capital. Para saber a opinião deles sobre os bancos tradicionais e as fintehcs, só clicar no play e aproveitar essa aula!

Episode metadata supplied by the publisher feed · Published Feb 10, 2022

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#132 Bancos: um debate sobre um dos setores mais relevantes do Ibov

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