O CDI ESTÁ MATANDO OS FUNDOS NO BRASIL?
"O mercado brasileiro hoje não tem diversidade nenhuma"Neste trecho do Market Makers, Cristiano Souza, sócio-fundador e gestor da Zeno Equity Partners (Londres) e ex-sócio da Dynamo, faz um diagnóstico duro da indústria de fundos do Brasil vista de fora: por que o discurso dos distribuidores virou monotônico, como a ideia
de que drawdown é pecado matou a indústria de multimercados e por que as debêntures incentivadas só parecem seguras porque não têm marcação a mercado — o fenômeno que lá fora chamam de volatility laundering. Ele ainda revela quanto do seu fundo global está hoje
alocado no Brasil.
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Cristiano Souza | Market Makers #401
Apresentadores: Thiago Salomão (Apresentador do Market Makers) e Matheus Soares (Analista do Market Makers)
Convidado: Cristiano Souza (fundador da Zeno Equity Partners)
Edição: Igor Conrado e Pedro Pereira
Captação : Renan Moncoski
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