Compondo a Tese - 08/03/2026

Notas do episódio

Atenção (disclaimer): Os dados aqui apresentados representam minha opinião pessoal. Não são de forma alguma indicações de compra ou venda de ativos no mercado financeiro. Operação de R$ 900 milhões: Pague Menos (PGMN3) protocola pedido de oferta de ações na CVM https://www.moneytimes.com.br/pague-menos-protocola-pedido-de-oferta-de-acoes-na-cvm-jals/ Simpar vai levantar até R$ 3,4 bi em equity: família e BNDESPar ancoram https://braziljournal.com/simpar-vai-levantar-ate-r-34-bi-em-equity-familia-e-bndespar-ancoram/ Special Report: US and Israel Strike Iran https://podcasts.apple.com/br/podcast/special-report-us-and-israel-strike-iran/id1578096201?i=1000752085234&l=en-GB US and Israel attack Iran; Tehran retaliates https://podcasts.apple.com/br/podcast/us-and-israel-attack-iran-tehran-retaliates/id1665219519?i=1000752082423&l=en-GB The U.S. and Israel Strike Iran https://podcasts.apple.com/br/podcast/the-u-s-and-israel-strike-iran/id1200361736?i=1000752302953&l=en-GB War with Iran: Middle East in flames https://podcasts.apple.com/br/podcast/war-with-iran-middle-east-in-flames/id151230264?i=1000752520953&l=en-GB Celebration and Mourning: Inside an Iran at War https://podcasts.apple.com/br/podcast/celebration-and-mourning-inside-an-iran-at-war/id1200361736?i=1000752479323&l=en-GB The Escalating Conflict With Iran https://podcasts.apple.com/br/podcast/the-escalating-conflict-with-iran/id1746141911?i=1000752348401&l=en-GB At the Pentagon, OpenAI is In and Anthropic Is Out https://podcasts.apple.com/br/podcast/at-the-pentagon-openai-is-in-and-anthropic-is-out/id1528594034?i=1000752131650&l=en-GB Don't hate the replicator, hate the game https://podcasts.apple.com/br/podcast/dont-hate-the-replicator-hate-the-game/id290783428?i=1000750604851&l=en-GB After Khamenei, What Now? https://podcasts.apple.com/br/podcast/after-khamenei-what-now/id1258635512?i=1000752659354&l=en-GB After Months of Succession Planning, Who’s Leading Iran? https://podcasts.apple.com/br/podcast/after-months-of-succession-planning-whos-leading-iran/id1578096201?i=1000752752721&l=en-GB Nikolas Ferreira e pastor usaram jatinho Vorcaro em campanha para Bolsonaro https://podcasts.apple.com/br/podcast/nikolas-ferreira-e-pastor-usaram-jatinho-vorcaro-em/id203963267?i=1000752872899&l=en-GB 1. A grande aposta https://podcasts.apple.com/br/podcast/1-a-grande-aposta/id1632062052?i=1000575192607&l=en-GB The 404 Media Podcast https://podcasts.apple.com/br/podcast/the-404-media-podcast/id1703615331?l=en-GB ‘Vorcaro ficou marrento graças à condução do inquérito pelo ministro Dias Toffoli’ https://podcasts.apple.com/br/podcast/vorcaro-ficou-marrento-gra%C3%A7as-%C3%A0-condu%C3%A7%C3%A3o-do-inqu%C3%A9rito/id203963267?i=1000753316301&l=en-GB Como Vorcaro invadiu sistemas da PF e da PGR e descobriu investigações sobre Master https://podcasts.apple.com/br/podcast/como-vorcaro-invadiu-sistemas-da-pf-e-da-pgr-e-descobriu/id203963267?i=1000753340747&l=en-GB Lulinha movimentou R$ 19,5 milhões em quatro anos, revela quebra de sigilo da CPMI do INSS https://podcasts.apple.com/br/podcast/lulinha-movimentou-r%24-19-5-milh%C3%B5es-em-quatro-anos-revela/id203963267?i=1000753402413&l=en-GB Em mensagens, Vorcaro diz ter tido 'ótimo' encontro com Lula em 2024 https://podcasts.apple.com/br/podcast/em-mensagens-vorcaro-diz-ter-tido-%C3%B3timo-encontro-com/id203963267?i=1000753388569&l=en-GB 4. O colono preto https://podcasts.apple.com/br/podcast/4-o-colono-preto/id1632062052?i=1000575192665&l=en-GB Fica evidente a relação ‘muito próxima’ entre Vorcaro e Moraes com as troca de mensagens entre eles https://podcasts.apple.com/br/podcast/fica-evidente-a-rela%C3%A7%C3%A3o-muito-pr%C3%B3xima-entre-vorcaro/id203963267?i=1000753630295&l=en-GB ‘Moraes alegar que não recebeu as mensagens é uma coisa realmente inacreditável’ https://podcasts.apple.com/br/podcast/moraes-alegar-que-n%C3%A3o-recebeu-as-mensagens-%C3%A9-uma-coisa/id203963267?i=1000753660955&l=en-GB