Adriano Thiago | Como uma Casa Fundamentalista Integra a Análise Macro no Portfólio | Market Lab #25

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Adriano Thiago é sócio na Tenax Capital desde 2022, onde atua na gestão dos fundos de ações. Ingressou no mercado no Itaú BBA, no research de equities, e seguiu para Brasil Capital, onde atuou por 13 anos na análise de equities.Neste episódio do Market Lab, falamos sobre como uma casa fundamentalista integra a análise macro no portfolio.-Disclaimer: As manifestações realizadas pelos convidados são de sua exclusiva responsabilidade e não necessariamente refletem as opiniões ou posicionamentos institucionais do BRM Podcasts ou da Apex.

Episode metadata supplied by the publisher feed · Published Mar 23, 2026

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Adriano Thiago | Como uma Casa Fundamentalista Integra a Análise Macro no Portfólio | Market Lab #25

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