EPISODE · Jan 24, 2026 · 45 MIN
Além do barril de petróleo, a oportunidade é histórica
from Fernando Ulrich · host Fernando Ulrich
No vídeo de hoje analisamos as teses do Marcelo Lopez, da L2 Capital, que envolve petróleo, platina e uma assimetria ignorada pelo mercado. Discutimos por que a narrativa dominante sobre energia e transição pode estar distorcendo preços e expectativas e exploramos a relação entre oferta, demanda e decisões políticas que afetam diretamente esses ativos.
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Além do barril de petróleo, a oportunidade é histórica
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