Compondo a Tese - 26/10/2026

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://neofeed.com.br/negocios/inter-compra-fatia-da-wiz-co-por-r-4095-milhoes-e-fica-com-100-de-sua-seguradora/ https://neofeed.com.br/negocios/como-a-farmaceutica-biomm-virou-o-centro-de-uma-suspeita-de-manipulacao-na-b3/ https://neofeed.com.br/negocios/milton-maluhy-filho-explica-por-que-o-itau-desembolsou-r-292-bilhoes-pela-neospace/ https://c-level.folha.uol.com.br/negocios/2026/10/justica-de-sp-aprova-recuperacao-judicial-do-grupo-casas-bahia.shtml https://podcasts.apple.com/br/podcast/trump-escalates-clash-with-zelenskyy-as-russia/id78304589?i=1000797163942&l=en-GB https://podcasts.apple.com/br/podcast/novo-foco-de-doen%C3%A7a-de-newcastle-amea%C3%A7a-avicultura/id265071481?i=1000797235214&l=en-GB https://podcasts.apple.com/br/podcast/segundo-foco-da-doen%C3%A7a-de-newcastle-coloca-agro-em-alerta/id265071481?i=1000798154406&l=en-GB U.S. must put pressure on Russia so Putin ends the war, Ukrainian official says https://podcasts.apple.com/br/podcast/u-s-must-put-pressure-on-russia-so-putin-ends-the-war/id78304589?i=1000797163801&l=en-GB Why Trump Is Making Deals With Putin https://podcasts.apple.com/br/podcast/why-trump-is-making-deals-with-putin/id1258635512?i=1000797161365&l=en-GB Is This Economy as Awful as Voters Think? We Ask Our Expert. https://podcasts.apple.com/br/podcast/is-this-economy-as-awful-as-voters-think-we-ask-our-expert/id1200361736?i=1000797417699&l=en-GB Trump Turns on Ukraine https://podcasts.apple.com/br/podcast/trump-turns-on-ukraine/id1469394914?i=1000797328532&l=en-GB Machine Gods https://podcasts.apple.com/br/podcast/machine-gods/id6812430636?l=en-GB Bots Behaving Badly + Is AI Regulation On The Right Track + Kevin’s Sloppelganger https://podcasts.apple.com/br/podcast/bots-behaving-badly-is-ai-regulation-on-the-right/id6812430636?i=1000797426665&l=en-GB An interview with Alice Weidel https://podcasts.apple.com/br/podcast/an-interview-with-alice-weidel/id151230264?i=1000797420862&l=en-GB American imprisoned by Russia released as Witkoff meets and praises Putin https://podcasts.apple.com/br/podcast/american-imprisoned-by-russia-released-as-witkoff-meets/id78304589?i=1000797520566&l=en-GB How Elon Musk gained so much power over U.S. security interests https://podcasts.apple.com/br/podcast/how-elon-musk-gained-so-much-power-over-u-s-security/id78304589?i=1000797520431&l=en-GB How Idaho's abortion ban reshaped reproductive care and fueled a fight for change https://podcasts.apple.com/br/podcast/how-idahos-abortion-ban-reshaped-reproductive-care/id78304589?i=1000797520432&l=en-GB The Election That Will Define Israel’s Future https://podcasts.apple.com/br/podcast/the-election-that-will-define-israels-future/id1200361736?i=1000797595841&l=en-GB COLUNA DO ESTADÃO: o vira voto e a farra com a máquina pública https://podcasts.apple.com/br/podcast/coluna-do-estad%C3%A3o-o-vira-voto-e-a-farra-com-a-m%C3%A1quina-p%C3%BAblica/id1226660489?i=1000797449828&l=en-GB COLUNA DO ESTADÃO: o último debate de Lula e Flávio Bolsonaro https://podcasts.apple.com/br/podcast/coluna-do-estad%C3%A3o-o-%C3%BAltimo-debate-de-lula-e-fl%C3%A1vio-bolsonaro/id1226660489?i=1000797781736&l=en-GB COLUNA DO ESTADÃO: Lula faz seu último mandato de olho no sucessor https://podcasts.apple.com/br/podcast/coluna-do-estad%C3%A3o-lula-faz-seu-%C3%BAltimo-mandato-de/id1226660489?i=1000798174206&l=en-GB Vitória de Lula combina força eleitoral e reação ao bolsonarismo, avaliam comentaristas da CBN https://podcasts.apple.com/br/podcast/vit%C3%B3ria-de-lula-combina-for%C3%A7a-eleitoral-e-rea%C3%A7%C3%A3o-ao/id1552208254?i=1000798174928&l=en-GB Republicanos, União Brasil, PSD e MDB reconhecem reeleição de Lula https://podcasts.apple.com/br/podcast/republicanos-uni%C3%A3o-brasil-psd-e-mdb-reconhecem-reelei%C3%A7%C3%A3o/id203963267?i=1000798216616&l=en-GB