What they didn't tell you about the future of the global economy Market Makers #45
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INVEST IN THE MARKET MAKERS FUND AND EARN UP TO R$5,000.00 IN EXCLUSIVE BONUSES: https://sl.empiricus.com.br/s/mmk02v-... Cheap energy, globalization and technology: the last few decades have been a perfect symphony for global economic growth. With the US and China playing together, the world has experienced a period of prosperity unparalleled in the history of humanity. Obviously, history is never linear and several crises have occurred along this trajectory. But none of them have challenged the growth model experienced in recent years. Now, however, the foundations that created the world's current economic prosperity are weakened and no longer have the capacity to produce an abundant future as before. With the breakdown of global chains, lack of cheap labor and rising energy prices, the global economy will likely have difficult and dissonant years ahead. And few are paying attention to this. If you are one of those who have not yet stopped to think about the future of the global economy, episode #45, with one of the most versatile and studious guys we know, Ruy Alves, manager of Kinea, will be a real game changer. From the productivity problems of Big Techs to Brazil's lifeline, Ruy gave a deep and clear overview of what is currently at stake on the global board and also revealed how all of this is reflected in his fund's positions. 1:57 – Presentation 3:35 – Who is Ruy Alves 5:35 – The dissonant jazz of the global economy 18:52 – Construction sector: how to anticipate a recession? 28:00 – The stagnation of the global economy 30:50 – Is the Chinese bubble real? 41:00 – Pessimism about the iron ore thesis 44:07 – Why the Brazilian economy didn’t work out and the dependence on commodities 53:40 – The positive surprise with the Brazilian economy 58:48 – The effects of fiscal policy on the world 59:50 – Tax reform: Brazil’s last hope 1:11:15 – How Ruy’s opinions reflect on his fund’s position 1:22:47 – Why didn’t the oil trade work out? 1:28:26 – The thesis of gold, other commodities, and the interest rate trade 1:32:00 – The hypocrisy of ESG for Ruy 1:43:38 – Ping Pong: books for the Market Makers Library and music for the MMakers playlist - - - - - - - - Presented by: Renato Santiago (@renatosantiago) and Larissa Quaresma (@alarissaquaresma) Guest: Ruy Alves, manager at Kinea Edited by: Bianca Barsotti Advertise on Market Makers: https://sl.mmakers.com.br/mmk03t-cone...
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