Nesta edição, Clara Sodré explora um tema que é centro das decisões de alocação em 2025 e deve permanecer em 2026: como os juros altos no Brasil podem, na prática, impulsionar os investimentos globais, reduzindo ruídos e trazendo mais clareza para quem quer diversificar sem medo da volatilidade do dólar.
Para enriquecer o papo, convidados detalham como funciona o jogo entre hedge cambial, carry trade, cupom cambial e risco Brasil, além de explicar como investidores podem transformar a instabilidade em uma alavanca, do ponto de vista da gestão e também da alocação:
- Henrique Casagrande, sócio da Ável Investimentos
- Rachel de Sá, estrategista de investimentos da XP
- Danilo Gabriel, sócio e gestor da XP Asset
Prepare seu café e acompanhe um episódio cheio de insights práticos!
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