A carteira de investimento à prova de guerra

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Neste vídeo, Fernando Ulrich conversa com Marcelo Lopez, gestor da L2 Capital, sobre o cenário macroeconômico em maio de 2026. Eles analisam os impactos da guerra no Irã e do fechamento do Estreito de Ormuz nos preços do petróleo e na segurança energética mundial. Marcelo detalha sua filosofia de investimentos baseada em teses assimétricas, explica qual é a sua principal posição hoje diante de mercados em máximas históricas e comenta oportunidades nos setores de offshore e indústria química.

00:00:00 - Começou
00:03:26 - Guerra no Irã e petróleo
00:06:06 - Mercado em máximas históricas
00:07:01 - Buscando teses de investimento assimétricas
00:10:55 - Como filtrar ruídos do mercado
00:18:14 - Rotina de estudos e relatórios
00:25:24 - Incertezas globais e bolha tecnológica
00:29:02 - Riscos em fundos private equity
00:32:27 - Mercado caro e posição em caixa
00:44:27 - Setor offshore e demanda energética
00:51:26 - Lucros na indústria química americana

#investimento #Dinheiro #Economia #Petroleo #mercadofinanceiro Receive SMS online on sms24.me

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