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May 8, 2025 87 mins
Situações especiais no mercado são momentos raros em que ativos apresentam um grande desconto frente ao seu valor potencial após eventos. Os juros mais altos serão o território para criar o ambiente propício essas condições de assimetria se tornarem mais recorrentes.
 
O grande ponto é que normalmente você não consegue "vender" essas posições por falta de compradores. Porém, alguns ativos conseguem mantes algum nível de interesse. 
 
Daniel Gordonos, da Vinci Capital, é gestor desses mandatos específicos. Trouxe teses fora do comum e nos explicou porque tais oportunidades devem surgir cada vez mais adiante.
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