Compondo a Tese - 14/09/2026

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. https://valor.globo.com/empresas/noticia/2026/09/09/casas-bahia-comite-independente-nao-encontrou-irregularidades-em-investigacao-sobre-creditos-de-icms.ghtml https://www.moneytimes.com.br/grupo-toky-toky3-acionistas-pedem-assembleia-para-discutir-conselho-e-acao-contra-administradores/ https://www.moneytimes.com.br/casas-bahia-bhia3-rafael-ferri-e-associacao-de-minoritarios-entram-com-pedido-contra-debenturistas-entenda-lmrs/ https://br.investing.com/news/commodities-news/brasil-habilita-21-frigorificos-para-exportar-carne-bovina-a-indonesia-2062502 https://www.moneytimes.com.br/azzas-2154-azza3-confirma-contatos-com-interessados-na-farm-rio-mas-nega-proposta-vinculante-pads/ https://valor.globo.com/empresas/noticia/2026/08/20/cosan-diz-que-est-recebendo-propostas-vinculantes-por-interessados-na-rumo.ghtml https://www.moneytimes.com.br/petrobras-petr4-volta-atras-e-cancela-reajuste-da-gasolina-horas-apos-anuncio-lmrs/ https://valor.globo.com/empresas/noticia/2026/09/11/fundo-acionista-da-oncoclinicas-josephina-abre-arbitragem-contra-latache-sobre-obrigatoriedade-de-opa.ghtml https://podcasts.apple.com/br/podcast/far-right-afd-win-signals-shift-in-germany-raises-alarm/id78304589?i=1000788372045&l=en-GB https://podcasts.apple.com/br/podcast/the-a-i-mob-that-attacked-hugging-face-metrs-ajeya-cotra/id1528594034?i=1000787837136&l=en-GB https://podcasts.apple.com/br/podcast/how-india-is-training-the-robots-of-the-future/id1746141911?i=1000788537229&l=en-GB https://podcasts.apple.com/br/podcast/uol-prime-136-o-que-%C3%A9-o-cofre-secreto-do-centr%C3%A3o-com/id1574996957?i=1000784500218&l=en-GB UOL Prime #135: Como a família de um ministro do TCU ganhou leilão bilionário no Porto de Santos https://podcasts.apple.com/br/podcast/uol-prime-135-como-a-fam%C3%ADlia-de-um-ministro-do/id1574996957?i=1000783083770&l=en-GB UOL Prime #134: O jogo de cartas marcadas nos planos de saúde https://podcasts.apple.com/br/podcast/uol-prime-134-o-jogo-de-cartas-marcadas-nos-planos-de-sa%C3%BAde/id1574996957?i=1000780195638&l=en-GB Trump Needs a Win. Enter His Venezuela Oil Deal https://podcasts.apple.com/br/podcast/trump-needs-a-win-enter-his-venezuela-oil-deal/id1578096201?i=1000788748586&l=en-GB Mendonça, Moraes, Dino e Fachin: o STF em rota de colisão https://podcasts.apple.com/br/podcast/mendon%C3%A7a-moraes-dino-e-fachin-o-stf-em-rota-de-colis%C3%A3o/id1477406521?i=1000788792484&l=en-GB AI researcher warns companies are ignoring catastrophic risks https://podcasts.apple.com/br/podcast/ai-researcher-warns-companies-are-ignoring-catastrophic/id78304589?i=1000788759886&l=en-GB Netanyahu faces pressure after report alleges he brushed off warnings ahead of Oct. 7 https://podcasts.apple.com/br/podcast/netanyahu-faces-pressure-after-report-alleges-he-brushed/id78304589?i=1000788759293&l=en-GB UOL Prime #139: O "jogo duplo" de servidores do BC para blindar o Banco Master https://podcasts.apple.com/br/podcast/uol-prime-139-o-jogo-duplo-de-servidores-do-bc-para/id1574996957?i=1000788812363&l=en-GB How China Won the Car Industry https://podcasts.apple.com/br/podcast/how-china-won-the-car-industry/id1602541473?i=1000777073143&l=en-GB Caso Dark Horse pode contradizer versão de Flávio Bolsonaro sobre uso de dinheiro público no filme https://podcasts.apple.com/br/podcast/caso-dark-horse-pode-contradizer-vers%C3%A3o-de-fl%C3%A1vio/id203963267?i=1000788883119&l=en-GB 'Dark Horse': as emendas parlamentares e o filme sobre Jair Bolsonaro https://podcasts.apple.com/br/podcast/dark-horse-as-emendas-parlamentares-e-o-filme-sobre/id1477406521?i=1000788985679&l=en-GB Naomi Klein and Astra Taylor Say the End of the World is Now on the Tablehttps://podcasts.apple.com/br/podcast/naomi-klein-and-astra-taylor-say-the-end-of-the-world/id1200361736?i=1000789169135&l=en-GB