Overview #53 - WHG Asset Management | May 2026

In our monthly live stream, WHG Global Long Biased Manager, Andrew Reider, and Chief Economist, Fernando Fenolio, discussed relevant themes from the macroeconomic scenario of Brazil and the world.

📄 On the agenda for this month's Overview:
00:00:00 - Intro
00:11:12 - O que mudou: revisão das teses de início de ano
00:34:22 - AI: A cada ano, uma nova camada de beneficiarios
00:46:15 - Safe Havens: O teste da Guerra — Ouro e UST falharam
00:53:50 - Brasil: a soma dos efeitos + eleições
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