A carteira de investimento à prova de guerra

💵 Protect your assets with Liberta Wealth: https://liberta.click/ulrich_wealth ➡️ Everything you need to know about economics and investments is on Follow the Money: https://ftm.app.br/saiba-mais ✍️ Subscribe to Marcelo Lopez's Substack: https://substack.com/@marcelolopez In this video, Fernando Ulrich talks with Marcelo Lopez, manager of L2 Capital, about the macroeconomic scenario in May 2026. They analyze the impacts of the war in Iran and the closure of the Strait of Hormuz on oil prices and global energy security. Marcelo details his investment philosophy based on asymmetric theses, explains his main position today in the face of historically high markets, and discusses opportunities in the offshore and chemical industries. 00:00:00 - Started 00:03:26 - War in Iran and oil 00:06:06 - Market at historical highs 00:07:01 - Seeking asymmetric investment theses 00:10:55 - How to filter market noise 00:18:14 - Study and report routine 00:25:24 - Global uncertainties and tech bubble 00:29:02 - Risks in private equity funds 00:32:27 - Expensive market and cash position 00:44:27 - Offshore sector and energy demand 00:51:26 - Profits in the American chemical industry #investment #Money #Economy #Oil #financialmarket