Compondo a Tese - 29.09.2023

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. Campos Neto https://istoedinheiro.com.br/campos-neto-governo-tem-tomado-varias-decisoes-no-caminho-certo/ Meta fical https://www.infomoney.com.br/economia/mesmo-que-meta-fical-nao-seja-cumprida-100-agentes-percebem-esforco-diz-campos-neto/ Lula https://www.cnnbrasil.com.br/economia/aqui-ninguem-vai-dar-cavalo-de-pau-na-economia-diz-lula/ Haddad https://www.poder360.com.br/economia/comecou-uma-nova-era-de-relacao-entre-bc-e-planalto-diz-haddad/ IPCA-15 https://www.moneytimes.com.br/ipca-15-dado-divulgado-foi-uma-surpresa-positiva-segundo-galipolo/ IGP-M https://www.cnnbrasil.com.br/economia/inflacao-do-aluguel-avanca-037-em-setembro-abaixo-do-esperado-diz-fgv/ Desemprego https://br.investing.com/news/economic-indicators/brasil-tem-desemprego-de-78-no-tri-ate-agosto-diz-ibge-1160930 Massa salarial https://redir.folha.com.br/redir/online/mercado/rss091/*https://www1.folha.uol.com.br/mercado/2023/09/massa-salarial-bate-recorde-com-mais-brasileiros-no-mercado-de-trabalho.shtml Ukrainian https://youtu.be/3_MB1w1HLyc?si=RicqKwqxSUikFesE Minerva (BEEF3) https://www.infomoney.com.br/mercados/minerva-beef3-diz-que-china-abriu-mercado-para-exportacao-de-carne-bovina-colombiana/ Boa Safra (SOJA3) https://www.moneytimes.com.br/boa-safra-soja3-firma-acordo-para-adquirir-45-da-dasoja-veja-detalhes/ BR Partners https://braziljournal.com/br-partners-precifica-follow-on-a-r-1275-apesar-do-mercado/ Neoenergia https://valor.globo.com/empresas/noticia/2023/09/27/neoenergia-e-comerc-criam-holding-com-investimentos-de-ate-r-500-milhoes.ghtml Casas Bahia https://valor.globo.com/empresas/noticia/2023/09/27/ceo-da-casas-bahia-ir-liderar-rea-comercial-aps-sada-de-vice-presidente.ghtml PGR https://podcasts.apple.com/br/podcast/pgr-de-aras-foi-omissa-e-n%C3%A3o-cumpriu-seu-dever/id203963267?i=1000629234172 Varões de Plutarco https://podcasts.apple.com/br/podcast/brasil-e-os-var%C3%B5es-de-plutarco-%C3%A0s-avessas/id203963267?i=1000629509763 Banco Central https://podcasts.apple.com/br/podcast/banco-central-prev%C3%AA-que-infla%C3%A7%C3%A3o-continue-caindo-ao/id265071481?i=1000629517603 Vivek Ramaswamy https://podcasts.apple.com/br/podcast/a-breakout-moment-for-vivek-ramaswamy/id1200361736?i=1000626185904 China https://podcasts.apple.com/br/podcast/a-marriage-a-secret-and-a-crackdown-in-china/id1200361736?i=1000626061308 Drum Tower https://podcasts.apple.com/br/podcast/drum-tower-belt-tightening/id1651657142?i=1000629221547 Doctor https://podcasts.apple.com/br/podcast/going-to-the-doctor-sucks-can-ai-make-it-better/id1602541473?i=1000626263086 Bad Scientists https://podcasts.apple.com/br/podcast/the-band-of-debunkers-busting-bad-scientists/id1469394914?i=1000629247052 Hack https://podcasts.apple.com/br/podcast/how-to-launder-%24600-million-on-the-internet/id290783428?i=1000628057161 Historians https://podcasts.apple.com/br/podcast/chinas-underground-historians-a-conversation-with/id1144663360?i=1000629206025 Ukraine’s spy chief https://podcasts.apple.com/br/podcast/generals-knowledge-a-chat-with-ukraines-spy-chief/id151230264?i=1000629372984 Degrowth https://podcasts.apple.com/br/podcast/why-the-degrowth-movement-is-having-a-moment/id1056200096?i=1000629251238 Babbage: How AI promises to revolutionise science https://podcasts.apple.com/br/podcast/babbage-how-ai-promises-to-revolutionise-science/id151230264?i=1000628615160 Megapaca https://podcasts.apple.com/br/podcast/megapaca-is-making-millions-off-the-clothes-you-toss-away/id1578096201?i=1000629491140 The Sunday Read: ' Art Dynasty’ https://podcasts.apple.com/br/podcast/the-sunday-read-the-inheritance-case-that-could/id1200361736?i=1000628143606 Babbage: How to learn to love maths https://podcasts.apple.com/br/podcast/babbage-how-to-learn-to-love-maths-with-eugenia-cheng/id151230264?i=1000625434820