Além do barril de petróleo, a oportunidade é histórica

What this episode covers

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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Frequently Asked Questions

How long is this episode of Fernando Ulrich?

This episode is 45 minutes long.

When was this Fernando Ulrich episode published?

This episode was published on January 24, 2026.

What is this episode about?

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...

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