25,610 views
In episode 145 of Market Makers, we dive into a hot and current topic: the explosive growth of the credit market in Brazil and the future of credit rights investment funds (FIDICs) and real estate funds. To understand this scenario in depth, we welcome Mário Okazuka, CEO of GCB Capital, a credit expert with over 20 years of experience. Mário explains how credit rights investment funds (FIDICs) are gaining popularity among retail investors and how this market intertwines with the Brazilian economic reality. We explore the impact of high interest rates, the growing demand for credit products, and the factors that make the scenario complex and unpredictable. With fascinating stories, such as Palmeiras' FIDIC and insights on the security of investments in credit funds, the chat addresses the opportunities and risks of this market for those who want to understand the current context and position themselves well for the future. Do you think the credit market is a safe bet or is it too risky? Comment below! Don't forget to like and subscribe to the channel for more content that reveals what goes on behind the scenes in the financial market! 00:00:00 - Opening 00:02:06 - Introduction 00:02:55 - Presentation by Mário Okazuka 00:03:55 - About GCB Capital 00:07:57 - History and evolution of FIDICs 00:11:35 - Explanation about FIDICs, CRIs and CRAs 00:15:18 - Discussion about FDICs and credit risk 00:17:05 - Analysis of the current credit market 00:26:29 - Outlook for the credit market 00:31:02 - Reflections on market behavior 00:34:18 - Opportunities and challenges 00:44:17 - The need for education about FDICs 00:46:49 - How does an FDIC work? 00:47:42 - Practical example: the Palmeiras case 00:55:20 - The role of the manager in an FDIC 00:58:48 - Insight into the real estate fund market 01:05:18 - Analysis of the real estate market and real estate funds 01:13:44 - Discussion of the FIAGRO market 01:19:13 - GCB's plans and market insight 01:20:06 - GCB's strategies and insight into the Brazilian market 01:27:52 - Discussion of tokenization and the future of investments 01:32:58 - Advice for investors and entrepreneurs 01:37:10 - Learning from losses and gains 01:38:48 - Book, music and guest recommendations 01:48:14 - Acknowledgments and closing - - - - - - - - WHAT NOBODY TELLS YOU ABOUT THE FUTURE OF BRAZILIAN FIXED INCOME Market Makers #145 Presenter: Thiago Salomão (@_salomoney) Guests: Mario Okazuka, CEO of GCB Capital #FIXEDINCOME #FIDC #CREDIT #FIAGRO #REAL ESTATEFUNDS #INVESTMENTS #ECONOMY #MARKETMAKERS #THIAGOSALOMÃO