Compondo a Tese - 17/04/2026

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. Oncoclínicas aprova proposta de MAK Capital e Lumina de até R$150 mi para viabilizar compra de medicamentos https://br.investing.com/news/stock-market-news/oncoclinicas-aprova-proposta-de-mak-capital-e-lumina-de-ate-r150-mi-para-viabilizar-compra-de-medicamentos-1899830 Raízen (RAIZ4): Credores querem 90% da empresa em troca de dívida https://www.moneytimes.com.br/credores-querem-90-da-raizen-raiz4-divida-bilionaria-vira-disputa-por-controle-ceci/ Exclusivo: Carol Bassi e diretora da Maria Filó deixam marcas na Azzas https://valor.globo.com/empresas/noticia/2026/04/16/carol-bassi-e-diretora-da-maria-filo-deixam-marcas-na-azzas.ghtml GPA ajusta linha de frente e traz trio do varejo para tentar uma guinada na operação https://neofeed.com.br/negocios/gpa-ajusta-linha-de-frente-e-traz-trio-do-varejo-para-tentar-uma-guinada-na-operacao/ Why U.S.-Iran Negotiations Failed https://podcasts.apple.com/br/podcast/why-u-s-iran-negotiations-failed/id1200361736?i=1000761073217&l=en-GB Inside the war on Trump’s new MAGA (with Marjorie Taylor Greene) https://podcasts.apple.com/br/podcast/inside-the-war-on-trumps-new-maga-with-marjorie/id1111319839?i=1000760596138&l=en-GB America’s Limits, Iran’s Leverage, Pakistan’s Moment: Maleeha Lodhi on a Shifting Order https://podcasts.apple.com/br/podcast/americas-limits-irans-leverage-pakistans-moment-maleeha/id1845840408?i=1000760502885&l=en-GB How Hungary's vote to oust Viktor Orbán could have global implications https://podcasts.apple.com/br/podcast/how-hungarys-vote-to-oust-viktor-orb%C3%A1n-could-have-global/id78304589?i=1000761186495&l=en-GB Trump’s Risky Strategy to Blockade Iran’s Blockade https://podcasts.apple.com/br/podcast/trumps-risky-strategy-to-blockade-irans-blockade/id1200361736?i=1000761507943&l=en-GB Trump’s Plan to Open the Strait of Hormuz? Close It https://podcasts.apple.com/br/podcast/trumps-plan-to-open-the-strait-of-hormuz-close-it/id1578096201?i=1000761392434&l=en-GB What Orbán’s Loss Means for Hungary, Russia and Trump https://podcasts.apple.com/br/podcast/what-orb%C3%A1ns-loss-means-for-hungary-russia-and-trump/id1578096201?i=1000761178511&l=en-GB The Hitchhiking Microbe’s Guide to the Galaxy https://podcasts.apple.com/br/podcast/the-hitchhiking-microbes-guide-to-the-galaxy/id1554578197?i=1000761489292&l=en-GB Ex-presidente do BRB teria recebido imóveis como propina de Vorcaro https://podcasts.apple.com/br/podcast/ex-presidente-do-brb-teria-recebido-im%C3%B3veis-como-propina/id203963267?i=1000761804509&l=en-GB Lula diz que 'taxa das blusinhas' foi aplicada por 'pressão do comércio brasileiro' na época https://podcasts.apple.com/br/podcast/lula-diz-que-taxa-das-blusinhas-foi-aplicada-por-press%C3%A3o/id203963267?i=1000761806560&l=en-GB ‘Alguns ministros do STF perderam a postura e a compostura’ https://podcasts.apple.com/br/podcast/alguns-ministros-do-stf-perderam-a-postura-e-a-compostura/id203963267?i=1000761809974&l=en-GB If Hungary Can Do It https://podcasts.apple.com/br/podcast/if-hungary-can-do-it/id1258635512?i=1000761793078&l=en-GB The Great Fusion Debate: How Far Away Are We Really? https://podcasts.apple.com/br/podcast/the-great-fusion-debate-how-far-away-are-we-really/id1602541473?i=1000760359191&l=en-GB ‘Na democracia não tem ninguém que seja intocável’ https://podcasts.apple.com/br/podcast/na-democracia-n%C3%A3o-tem-ningu%C3%A9m-que-seja-intoc%C3%A1vel/id203963267?i=1000761840129&l=en-GB