2025 FOI CHEIO DE TURBULÊNCIAS NO MERCADO FINANCEIRO
No episódio 309 de Stock Pickers, Lucas Collazo recebe Fernando Fenolio e Andrew Reider, da WHG, para discutir o momento das big techs: seguir gigantes como Google ou surfar o rali da Nvidia? Com Nasdaq e S&P 500 em alta, eles analisam se estamos diante de um ciclo sustentável ou de uma possível bolha de IA. O papo inclui expectativas de corte de juros pelo Fed, sucessão de Jerome Powell, balanços das big techs, fluxo estrangeiro, eleições e impactos para o mercado brasileiro. Uma conversa essencial para quem acompanha tecnologia, IA e renda variável nos EUA.Veja a entrevista completa: https://youtube.com/live/k5mSsrq7ZTs
🎙Convidados: Andrew Reider, diretor de investimentos da WHG, e Fernando Fenolio, economista-chefe da WHG
🎧 Apresentação: Lucas Collazo
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