POR QUE ESTA É UMA DAS MAIORES OPORTUNIDADES DA BOLSA NO SÉCULO?
Stock Pickers
23,704 views
In this episode of Stock Pickers, host Lucas Collazo welcomes Christian Keleti, founder of AlphaKey, for a conversation about the current state of the Brazilian market and the opportunities that may arise in the coming months.
Keleti assesses the recent strong movement of the stock market, the return of foreign investors, and the enormous volume of resources still concentrated in Brazilian fixed income.
He believes that a potential drop in interest rates, combined with a more favorable scenario for Brazil, could open up space for a new leg of appreciation—especially among domestic stocks, small caps, and companies that lagged behind in the first movement.
Throughout the episode, Collazo and Keleti also discuss the sectors and companies that could benefit from a reduction in the cost of capital, the valuations of banks, XP and B3, the recovery potential of domestic companies, and why some stocks still present a highly asymmetrical risk-return relationship.
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20 Comments
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Apoio do flavio: caiado, Augusto, Republicanos, podemos,novo, temer, uniao!
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Stf ja tirando da reta
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POR QUE ESTA É UMA DAS MAIORES OPORTUNIDADES DA BOLSA NO SÉCULO?
Stock Pickers
23,704 views
In this episode of Stock Pickers, host Lucas Collazo welcomes Christian Keleti, founder of AlphaKey, for a conversation about the current state of the Brazilian market and the opportunities that may arise in the coming months.
Keleti assesses the recent strong movement of the stock market, the return of foreign investors, and the enormous volume of resources still concentrated in Brazilian fixed income.
He believes that a potential drop in interest rates, combined with a more favorable scenario for Brazil, could open up space for a new leg of appreciation—especially among domestic stocks, small caps, and companies that lagged behind in the first movement.
Throughout the episode, Collazo and Keleti also discuss the sectors and companies that could benefit from a reduction in the cost of capital, the valuations of banks, XP and B3, the recovery potential of domestic companies, and why some stocks still present a highly asymmetrical risk-return relationship.
_________________________
INFOMORNING | A newsletter with everything you need to start your day
Receive information, analysis, and recommendations that are worth money directly to your email: https://www.infomoney.com.br/newsletters
________________
Follow Stock Pickers on all social media:
https://linktr.ee/stockpickers_
________________
STOCK BOOKS: all the books recommended on Stock Pickers!
https://docs.google.com/spreadsheets/...
Agradecido.