Podcast oficial da exame research
exame.research
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5.0(2 reviews)
61 episodes
Updated Daily
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Podcast Overview
Podcast oficial da exame research
Language
🇵🇹
Publishing Since
8/3/2020
1 verified contact email on file for exame.research
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Recent Episodes
January 26, 2021
Pequena notável: a inteligênica por trás das small caps, com Trígono Capital | FALA, GESTOR #0024
Juliana Machado, especialista em fundos da Exame Research, recebe neste episódio o sócio e fundador da Trígono Capital, Werner Roger, para uma conversa sobre small caps, as companhias de menor capitalização de mercado da bolsa de valores. Com menor liquidez, menos negócios diários e menor valor de mercado, a leitura comum para esse grupo de empresas é de que elas são mais voláteis e difíceis de investir. O quanto disso é verdade? E quais oportunidades elas oferecem para o investidor? Qual o cenário para as "pequenas notáveis" da bolsa neste ano, com as inúmeras incertezas no horizonte? Ainda no bate-papo, Roger apresenta o processo de investimento da Trígono, gestora especializada no tema, além de abordar a visão para o futuro da casa e da própria gestão nesse segmento de mercado.
January 19, 2021
Os Grandes Riscos de 2021 (spoilder Gavekal Research) | PAPO MACRO #0022
Arthur Mota (Economista da Exame Research) levanta os 10 riscos globais e locais que têm potencial para impactar a economia e os mercados ao longo de 2021, aproveitando dois itens levantados pela parceira com a Gavekal Research - uma das melhores casas de análises de análise macroeconômica independente do mundo.
January 13, 2021
A economia e o mercado nesse começo de 2021 | PAPO MACRO #0021
Arthur Mota (Economista da Exame Research) faz a atualização do cenário da economia e dos mercados globais e locais, tratando dos impactos da eleição do senado americano, da forte expectativa da disseminação das vacinas e também do marasmo da agenda doméstica. Tudo isso à luz dos preços dos ativos e dos consensos de mercado para o ano.
61 total episodes available
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