Fundos em Foco #17 - Juros, inflação e as navalhas no Brasil: a visão da Occam

from Radar do Investidor · host BTG Pactual

Neste episódio, a analista de fundos do BTG Pactual, Juliana Machado, recebe Carlos Eduardo Rocha, o Duda, sócio e fundador da Occam Brasil, para uma conversa sobre o que será o ano de 2022 para o Brasil com as “navalhas” no caminho: juros e inflação em alta, e os efeitos disso para o crescimento. Duda explica quais as expectativas da casa para a economia ao longo do ano e como a gestora trabalha nas decisões de entrar ou sair de um ativo sem deixar dinheiro na mesa.

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This episode is 21 minutes long.

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This episode was published on March 23, 2022.

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