Bolsa Argentina:  Segredo que só os grandes gestores estão vendo | Skin in the Game#75 Paolo di Sora

EPISODE · May 14, 2025 · 1H 13M

Bolsa Argentina: Segredo que só os grandes gestores estão vendo | Skin in the Game#75 Paolo di Sora

from Nord Research · host Nord Investimentos

Agende uma reunião com o time de consultoria mais prêmiado Brasil. Nº1 Ranking XP e BTG. https://nordlink.co/4j48f9M A Argentina vive hoje um momento inédito em sua história recente — e pode ser uma das maiores assimetrias de investimento do mundo. Neste episódio do Skin in the Game, recebemos Paolo Di Sora, fundador da RPS Capital, para explicar por que sua gestora está apostando forte na retomada econômica do país vizinho. Do caos macroeconômico à estabilidade fiscal em menos de 15 meses, o governo Milei promoveu um choque de gestão digno de comparações com o Plano Real no Brasil. Entenda por que o PIB deve crescer 5% em 2025, como o risco país caiu de 2.500 para 700 pontos e quais são os setores com maior potencial de valorização, como bancos, utilities, cimento e shopping centers. Se você quer saber como ganhar dinheiro com a virada da Argentina, esse vídeo é obrigatório.

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Bolsa Argentina: Segredo que só os grandes gestores estão vendo | Skin in the Game#75 Paolo di Sora

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