Compondo a Tese - 19/10/2026

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://noticias.uol.com.br/politica/ultimas-noticias/2026/10/15/brazil-journal-istoe-como-vorcaro-montou-rede-de-influencia-em-sites.htm https://apnews.com/article/ukraine-medevac-drone-russia-war-stargate-c93f86db16cc34fcc75deb5efc8af5fe?utm_source=copy&utm_medium=share https://www.bbc.com/news/articles/c6pwgzkj8zzgo https://br.investing.com/news/stock-market-news/assai-nega-estudar-oferta-de-acoes-2092059 https://c-level.folha.uol.com.br/negocios/2026/10/mp-sp-opina-a-favor-da-recuperacao-judicial-do-grupo-casas-bahia.shtml https://podcasts.apple.com/br/podcast/pf-identifica-fl%C3%A1vio-bolsonaro-como-usu%C3%A1rio-master/id203963267?i=1000796309963&l=en-GB https://podcasts.apple.com/br/podcast/justi%C3%A7a-eleitoral-determina-investiga%C3%A7%C3%A3o-contra-deputada/id1588271061?i=1000796390358&l=en-GB https://podcasts.apple.com/br/podcast/mudan%C3%A7as-no-mei-governo-s%C3%B3-foi-se-preocupar-na-v%C3%A9spera/id265071481?i=1000796495749&l=en-GB https://podcasts.apple.com/br/podcast/entrevistas-e-debate-entre-lula-e-fl%C3%A1vio-devem-definir/id203963267?i=1000796520345&l=en-GB https://podcasts.apple.com/br/podcast/coluna-do-estad%C3%A3o-os-bastidores-do-recuo-de-fl%C3%A1vio/id1226660489?i=1000796674426&l=en-GB https://podcasts.apple.com/br/podcast/coluna-do-estad%C3%A3o-debate-raso-entre-presidenci%C3%A1veis/id1226660489?i=1000797074840&l=en-GB https://podcasts.apple.com/br/podcast/radar-bras%C3%ADlia-d%C3%BAvidas-sobre-a-vota%C3%A7%C3%A3o-da-pec-da/id1226660489?i=1000797075944&l=en-GB https://podcasts.apple.com/br/podcast/muito-esperado-mas-muito-frustrante-comentaristas-pol%C3%ADticos/id203963267?i=1000797080596&l=en-GB https://podcasts.apple.com/br/podcast/when-a-i-comes-for-your-purpose-in-life/id1200361736?i=1000796109623&l=en-GB The U.S. Tried to Choke Russia’s Energy Market. Then It Made a Diesel Deal. https://podcasts.apple.com/br/podcast/the-u-s-tried-to-choke-russias-energy-market-then-it/id1200361736?i=1000796285949&l=en-GB Kicking Kyiv: Trump’s doubtful deals https://podcasts.apple.com/br/podcast/kicking-kyiv-trumps-doubtful-deals/id151230264?i=1000796291043&l=en-GB Red, White and Who? The Inflation Election https://podcasts.apple.com/br/podcast/red-white-and-who-the-inflation-election/id1469394914?i=1000796289533&l=en-GB MAGA's Midterm Defectors https://podcasts.apple.com/br/podcast/magas-midterm-defectors/id1200361736?i=1000796640093&l=en-GB An accounting of Trump's promised payouts and questions they raise https://podcasts.apple.com/br/podcast/an-accounting-of-trumps-promised-payouts-and/id78304589?i=1000796672016&l=en-GB What makes the Oregon school shooting different – and what can be learned https://podcasts.apple.com/br/podcast/what-makes-the-oregon-school-shooting-different-and/id78304589?i=1000796738551&l=en-GB Examining the controversial claims Trump is making at his midterm rallies https://podcasts.apple.com/br/podcast/examining-the-controversial-claims-trump-is-making-at/id78304589?i=1000796738249&l=en-GB Inside Putin’s Plan to Cripple Ukraine This Winter https://podcasts.apple.com/br/podcast/inside-putins-plan-to-cripple-ukraine-this-winter/id1200361736?i=1000797051580&l=en-GB Data Centers Are Worse Than You Thought https://podcasts.apple.com/br/podcast/data-centers-are-worse-than-you-thought/id1703615331?i=1000797054350&l=en-GB The Philosophy Club: Mandeville https://podcasts.apple.com/br/podcast/the-philosophy-club-mandeville/id1455169228?i=1000778154935&l=en-GB https://podcasts.apple.com/br/podcast/the-philosophy-club-chesterfield/id1455169228?i=1000786439500&l=en-GB https://podcasts.apple.com/br/podcast/have-we-reached-peak-testosterone/id1258635512?i=1000796473329&l=en-GB https://podcasts.apple.com/br/podcast/can-a-robot-build-better-cheaper-houses/id1602541473?i=1000796390233&l=en-GB