Neste episódio, recebemos Rodrigo Azevedo, gestor de estratégia macro da Ibiuna Investimentos, direto do nosso evento Macro Vision.
Na conversa, ele compartilha como transformar leitura de cenário em posicionamento de investimentos, discutindo os pontos de virada que podem gerar retornos consistentes, a importância da diversificação global e como equilibrar oportunidades e proteção em um portfólio.
Tudo isso sob o olhar de sua experiência como ex-diretor de política monetária do Banco Central e mais de 15 anos à frente da Ibiuna.
Moderação: Ana Luísa Westphalen, Head Research PF no Itaú BBA
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