{"id":12651,"date":"2025-09-04T19:26:52","date_gmt":"2025-09-04T23:26:52","guid":{"rendered":"https:\/\/163noticias.com.br\/maior-bull-market-da-historia-pode-estar-proximo-com-transicao-politica-diz-gestor\/"},"modified":"2025-09-04T19:26:57","modified_gmt":"2025-09-04T23:26:57","slug":"maior-bull-market-da-historia-pode-estar-proximo-com-transicao-politica-diz-gestor","status":"publish","type":"post","link":"https:\/\/163noticias.com.br\/?p=12651","title":{"rendered":"Maior bull market da hist\u00f3ria pode estar pr\u00f3ximo com transi\u00e7\u00e3o pol\u00edtica, diz gestor"},"content":{"rendered":"<div id=\"\">\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\">\n<div class=\"wp-block-embed__wrapper\">\n        <span data-ds-component=\"youtube-lazy-embed\" class=\"relative cursor-pointer w-full aspect-video overflow-y-hidden flex items-center justify-center\" data-size=\"default\" data-video-id=\"0JhzQvRvhjg\" data-allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\"><\/p>\n<p>            <span id=\"play-button\" class=\"absolute left-1\/2 top-1\/2 h-[60px] w-[90px] -translate-x-1\/2 -translate-y-1\/2&#10;                    bg-[#ff0000]  before:absolute before:left-1\/2 before:top-1\/2 before:-translate-x-1\/2&#10;                    before:-translate-y-1\/2 before:border-b-[15px] before:border-l-[26.0px] before:border-r-[0]&#10;                    before:border-t-[15px] before:border-solid before:border-b-transparent before:border-l-white&#10;                    before:border-r-transparent before:border-t-transparent before:content-['']&#10;                    rounded-2xl \"><br \/>\n            <\/span><br \/>\n        <\/span><\/p>\n<\/div>\n<\/figure>\n<p>O mercado brasileiro pode estar \u00e0s v\u00e9speras de um novo ciclo de valoriza\u00e7\u00e3o sem precedentes. <\/p>\n<p>Para o gestor Sergio Cordoni, s\u00f3cio da V8 Capital, caso ocorra uma transi\u00e7\u00e3o pol\u00edtica no pa\u00eds, os pre\u00e7os deprimidos das a\u00e7\u00f5es podem dar in\u00edcio ao maior <em>bull market<\/em> j\u00e1 visto.<\/p>\n<div data-ds-component=\"blockquote\" class=\"max-w-2xl mx-auto py-2 px-6 md:px-0\">\n<blockquote class=\"border-l-4 border-wl-neutral-600 pl-4\">\n<p class=\"font-im-serif text-lg lg:text-2xl font-bold md:tracking-tighter text-wl-neutral-950\">\u201cNosso mercado est\u00e1 muito raso. Tanto o investidor institucional quanto a pessoa f\u00edsica est\u00e3o com uma exposi\u00e7\u00e3o muito baixa, e isso vai fazer um estrago. Quando vier a transi\u00e7\u00e3o, o movimento ser\u00e1 r\u00e1pido, forte e por um longo tempo\u201d<\/p>\n<footer class=\"text-sm text-wl-neutral-500 mt-4\">\u2014 Sergio Cordoni, gestor e s\u00f3cio da V8 Capital<\/footer>\n<\/blockquote>\n<\/div>\n<p>Segundo ele, a mem\u00f3ria mais recente de um ciclo semelhante foi a troca de governo entre Dilma Rousseff e Michel Temer, quando medidas fiscais ajudaram a restaurar a confian\u00e7a e impulsionaram a Bolsa. <\/p>\n<div class=\"cta-middle\">\n<div class=\"im-cta\">\n<div class=\"max-w-2xl mx-auto space-y-4 px-6 xl:px-0 my-10\">\n<section class=\"border-8 border-blue-50 rounded-lg pb-6\">\n<div>\n\t\t\t\t\t\t<img decoding=\"async\" class=\"w-full h-full object-cover\" src=\"https:\/\/www.infomoney.com.br\/wp-content\/uploads\/2025\/07\/CTA-automatico-PVR.png?fit=900%2C300&amp;quality=70&amp;strip=all\" alt=\"\"\/>\n\t\t\t\t\t<\/div>\n<\/section><\/div>\n<\/p><\/div>\n<\/div>\n<div data-ds-component=\"blockquote\" class=\"max-w-2xl mx-auto py-2 px-6 md:px-0\">\n<blockquote class=\"border-l-4 border-wl-neutral-600 pl-4\">\n<p class=\"font-im-serif text-lg lg:text-2xl font-bold md:tracking-tighter text-wl-neutral-950\">\u201cNaquele momento, praticamente qualquer coisa subia. Agora temos v\u00e1rias empresas negociadas a pre\u00e7os muito baixos, especialmente no small caps.\u201d<\/p>\n<footer class=\"text-sm text-wl-neutral-500 mt-4\">\u2014 Sergio Cordoni, gestor e s\u00f3cio da V8 Capital<\/footer>\n<\/blockquote>\n<\/div>\n<p>A an\u00e1lise foi feita durante participa\u00e7\u00e3o no podcast <em>Stock Pickers<\/em>, conduzido por Lucas Collazo.<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-o-peso-da-politica-e-o-olhar-para-o-passado\">O peso da pol\u00edtica e o olhar para o passado<\/h2>\n<p>Cordoni lembra que o mercado j\u00e1 viveu momentos de bonan\u00e7a mesmo em meio a crises severas. <\/p>\n<p>Das quebras dos anos 90, ao 11 de setembro, passando pelo Plano Real e pelo superciclo das commodities nos anos 2000, cada choque trouxe tamb\u00e9m oportunidades.<\/p>\n<div data-ds-component=\"ad\" data-ad-type=\"Video\" class=\"max-w-2xl rounded bg-wl-neutral-50 text-xs leading-4 pb-8 text-center  text-wl-neutral-500 mx-auto mb-6 px-6 xl:px-0\">\n<p class=\"py-2\">Continua depois da publicidade<\/p>\n<\/p><\/div>\n<p>Ele cita que a pr\u00f3pria implementa\u00e7\u00e3o do <em>circuit breaker<\/em> na B3 nasceu de um epis\u00f3dio traum\u00e1tico, quando quedas sucessivas for\u00e7aram a Bolsa a repensar seus mecanismos de conten\u00e7\u00e3o.<\/p>\n<div data-ds-component=\"blockquote\" class=\"max-w-2xl mx-auto py-2 px-6 md:px-0\">\n<blockquote class=\"border-l-4 border-wl-neutral-600 pl-4\">\n<p class=\"font-im-serif text-lg lg:text-2xl font-bold md:tracking-tighter text-wl-neutral-950\">\u201cAs crises acabam criando janelas. O problema \u00e9 que, no Brasil, os per\u00edodos bons foram sempre curtos. Somos mais sobreviventes do que qualquer outra coisa\u201d<\/p>\n<footer class=\"text-sm text-wl-neutral-500 mt-4\">\u2014 Sergio Cordoni, gestor e s\u00f3cio da V8 Capital<\/footer>\n<\/blockquote>\n<\/div>\n<p>No atual contexto, a piora da rela\u00e7\u00e3o entre Brasil e Estados Unidos, somada ao julgamento do ex-presidente Jair Bolsonaro, aumenta as incertezas no curto prazo. <\/p>\n<p>Entretanto, para o gestor, esse tipo de instabilidade pode ser justamente o gatilho para mudan\u00e7as mais profundas.<\/p>\n<div data-ds-component=\"ad\" data-ad-type=\"RETANGULO_BF\" class=\"max-w-2xl [&amp;_iframe]:mx-auto z-0 bg-wl-neutral-50 text-xs leading-4 py-4 px-14 text-center text-wl-neutral-500 mx-auto mb-6 xl:px-0 justify-center min-h-[320px]\">\n<p class=\"py-2\">Continua depois da publicidade<\/p>\n<\/p><\/div>\n<div data-ds-component=\"blockquote\" class=\"max-w-2xl mx-auto py-2 px-6 md:px-0\">\n<blockquote class=\"border-l-4 border-wl-neutral-600 pl-4\">\n<p class=\"font-im-serif text-lg lg:text-2xl font-bold md:tracking-tighter text-wl-neutral-950\">\u201cO mercado ainda n\u00e3o come\u00e7ou a precificar a transi\u00e7\u00e3o, porque ela parece distante. Mas quando isso acontecer, ser\u00e1 avassalador.\u201d<\/p>\n<footer class=\"text-sm text-wl-neutral-500 mt-4\">\u2014 Sergio Cordoni, gestor e s\u00f3cio da V8 Capital<\/footer>\n<\/blockquote>\n<\/div>\n<h2 class=\"wp-block-heading\" id=\"h-da-renda-fixa-ao-long-short-sistematico\">Da renda fixa ao long short sistem\u00e1tico<\/h2>\n<p>Cordoni tamb\u00e9m falou sobre sua trajet\u00f3ria profissional e a estrat\u00e9gia atual da V8 Capital.<\/p>\n<p>Ele relembrou epis\u00f3dios marcantes, como quando precisou receber fisicamente 400 mil sacas de caf\u00e9 por causa de uma opera\u00e7\u00e3o mal sincronizada no mercado futuro.<\/p>\n<div data-ds-component=\"blockquote\" class=\"max-w-2xl mx-auto py-2 px-6 md:px-0\">\n<blockquote class=\"border-l-4 border-wl-neutral-600 pl-4\">\n<p class=\"font-im-serif text-lg lg:text-2xl font-bold md:tracking-tighter text-wl-neutral-950\">\u201cFoi um dos momentos mais tensos da carreira. Tivemos que alugar um galp\u00e3o em Guaxup\u00e9 e estocar caf\u00e9 at\u00e9 o mercado recuperar liquidez\u201d<\/p>\n<footer class=\"text-sm text-wl-neutral-500 mt-4\">\u2014 Sergio Cordoni, gestor e s\u00f3cio da V8 Capital<\/footer>\n<\/blockquote>\n<\/div>\n<p>Hoje, a realidade \u00e9 outra. A V8, tradicionalmente voltada para produtos de renda fixa e preserva\u00e7\u00e3o de capital, desenvolveu um modelo propriet\u00e1rio baseado em fatores para opera\u00e7\u00f5es de <em>long short<\/em>. <\/p>\n<div data-ds-component=\"ad\" data-ad-type=\"RETANGULO_BF\" class=\"max-w-2xl [&amp;_iframe]:mx-auto z-0 bg-wl-neutral-50 text-xs leading-4 py-4 px-14 text-center text-wl-neutral-500 mx-auto mb-6 xl:px-0 justify-center min-h-[320px]\">\n<p class=\"py-2\">Continua depois da publicidade<\/p>\n<\/p><\/div>\n<p>\u201cNosso produto roda 100% em t\u00edtulos p\u00fablicos, com 30% de posi\u00e7\u00f5es compradas e 30% vendidas. Desde o in\u00edcio, entrega CDI mais 4,8% ao ano\u201d, explicou Cordoni.<\/p>\n<p>Segundo ele, esse perfil de estrat\u00e9gia se encaixa no DNA da casa, que busca baixa volatilidade e descorrela\u00e7\u00e3o em rela\u00e7\u00e3o \u00e0 Bolsa. <\/p>\n<p>\u201c\u00c9 um produto para gerar alfa sem depender da dire\u00e7\u00e3o do mercado\u201d, afirmou.<\/p>\n<div data-ds-component=\"ad\" data-ad-type=\"RETANGULO_BF\" class=\"max-w-2xl [&amp;_iframe]:mx-auto z-0 bg-wl-neutral-50 text-xs leading-4 py-4 px-14 text-center text-wl-neutral-500 mx-auto mb-6 xl:px-0 justify-center min-h-[320px]\">\n<p class=\"py-2\">Continua depois da publicidade<\/p>\n<\/p><\/div>\n<h2 class=\"wp-block-heading\" id=\"h-a-forca-do-dinheiro-estrangeiro-e-a-adaptacao-local\">A for\u00e7a do dinheiro estrangeiro e a adapta\u00e7\u00e3o local<\/h2>\n<p>Outro ponto destacado pelo gestor foi a influ\u00eancia crescente dos fundos quantitativos globais, os chamados CTAs, sobre o mercado brasileiro. <\/p>\n<p>Ap\u00f3s san\u00e7\u00f5es \u00e0 R\u00fassia e restri\u00e7\u00f5es \u00e0 China, o Brasil ganhou relev\u00e2ncia nos \u00edndices emergentes e passou a atrair recursos de grandes investidores.<\/p>\n<div data-ds-component=\"blockquote\" class=\"max-w-2xl mx-auto py-2 px-6 md:px-0\">\n<blockquote class=\"border-l-4 border-wl-neutral-600 pl-4\">\n<p class=\"font-im-serif text-lg lg:text-2xl font-bold md:tracking-tighter text-wl-neutral-950\">\u201cVoc\u00ea acompanha um papel, v\u00ea apetite, mas n\u00e3o sabe o tamanho do bolso do cara. Muitos gestores locais se machucaram porque remar contra esse fluxo \u00e9 como bater de frente com uma parede\u201d<\/p>\n<footer class=\"text-sm text-wl-neutral-500 mt-4\">\u2014 Sergio Cordoni, gestor e s\u00f3cio da V8 Capital<\/footer>\n<\/blockquote>\n<\/div>\n<p>Ele observa que essa mudan\u00e7a for\u00e7ou adapta\u00e7\u00f5es. Enquanto fundos locais sofreram resgates e perderam relev\u00e2ncia, o capital estrangeiro trouxe liquidez em futuros, op\u00e7\u00f5es e derivativos, ampliando as possibilidades de opera\u00e7\u00e3o.<\/p>\n<div data-ds-component=\"ad\" data-ad-type=\"RETANGULO_BF\" class=\"max-w-2xl [&amp;_iframe]:mx-auto z-0 bg-wl-neutral-50 text-xs leading-4 py-4 px-14 text-center text-wl-neutral-500 mx-auto mb-6 xl:px-0 justify-center min-h-[320px]\">\n<p class=\"py-2\">Continua depois da publicidade<\/p>\n<\/p><\/div>\n<p>\u201cO gringo deixou de pagar a conta, e quem acabou pagando foi muito gestor local. Essa foi uma mudan\u00e7a estrutural de mercado que levou tempo para digerir\u201d, concluiu.<\/p>\n<\/p><\/div>\n<p><b>Fonte: infomoney<\/b><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>O mercado brasileiro pode estar \u00e0s v\u00e9speras de um novo ciclo de valoriza\u00e7\u00e3o sem precedentes. Para o gestor Sergio Cordoni, s\u00f3cio da V8 Capital, caso ocorra uma transi\u00e7\u00e3o pol\u00edtica no pa\u00eds, os pre\u00e7os deprimidos das a\u00e7\u00f5es podem dar in\u00edcio ao maior bull market j\u00e1 visto. \u201cNosso mercado est\u00e1 muito raso. Tanto o investidor institucional quanto [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":12652,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[55],"tags":[8251,371,7369,8253,2764,7117,6547,6338,511,8252,489],"class_list":["post-12651","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economia","tag-bull","tag-diz","tag-estar","tag-gestor","tag-historia","tag-maior","tag-market","tag-pode","tag-politica","tag-proximo","tag-transicao"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.1 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Maior bull market da hist\u00f3ria pode estar pr\u00f3ximo com transi\u00e7\u00e3o pol\u00edtica, diz gestor - 163 NOTICIAS<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/163noticias.com.br\/?p=12651\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Maior bull market da hist\u00f3ria pode estar pr\u00f3ximo com transi\u00e7\u00e3o pol\u00edtica, diz gestor\" \/>\n<meta property=\"og:description\" content=\"O mercado brasileiro pode estar \u00e0s v\u00e9speras de um novo ciclo de valoriza\u00e7\u00e3o sem precedentes. 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