https://www.infomoney.com.br/tudo-sobre/blackrock/
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A bolsa brasileira perdeu a direção? O investidor experiente e fundador da Safari Capital, Marcelo Cavalheiro, foi direto ao ponto: “Estamos num mercado sem narrativa”.
Neste episódio do Stock Pickers, mergulhamos no cenário macro, eleitoral e nos desafios de 2025 para o investidor de ações. Falamos sobre o ajuste da carteira da Safari, a desilusão com o mercado externo, a dificuldade de encontrar temas dominantes na bolsa brasileira e o papel da eleição como principal driver daqui pra frente.
Também debatemos as principais teses da casa: small caps com assimetria positiva como EcoRodovias, Movida, SBF, Localiza, Prio e C&A — todas com cases claros de valorização em um cenário de queda de juros.
Um papo técnico, transparente e extremamente útil para quem quer entender o momento da bolsa e o que pode destravar valor daqui pra frente.
🎙️ Convidado: Marcelo Cavalheiro (Safari Capital) 🎧 Apresentação: Lucas Collazo
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