Compondo a Tese - 24/10/2025

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.Painel S.A.: Acionistas da Cosan aprovam entrada de BTG e Perfin como sóciashttps://www1.folha.uol.com.br/colunas/painelsa/2025/10/acionistas-da-cosan-aprovam-entrada-de-btg-e-perfin-como-socias.shtmlCeasefire violations in Gaza strain fragile truce between Israel and Hamashttps://podcasts.apple.com/br/podcast/ceasefire-violations-in-gaza-strain-fragile-truce-between/id78304589?i=1000732562107&l=en-GBAn Economy Built on Speculation—for Better and for Worsehttps://podcasts.apple.com/br/podcast/an-economy-built-on-speculation-for-better-and-for-worse/id152016440?i=1000732508679&l=en-GB‘We intend to defend our democracy,’ says ‘No Kings’ protest organizerhttps://podcasts.apple.com/br/podcast/we-intend-to-defend-our-democracy-says-no-kings-protest/id78304589?i=1000732462595&l=en-GBViktor Orban's political futurehttps://podcasts.apple.com/br/podcast/viktor-orbans-political-future/id1830530855?i=1000732397476&l=en-GBHow European leaders are responding as Trump urges Ukraine to cede territory to Russiahttps://podcasts.apple.com/br/podcast/how-european-leaders-are-responding-as-trump-urges/id78304589?i=1000732724123&l=en-GBTrump’s push for peace tested as Putin meeting called off and Gaza ceasefire shows crackshttps://podcasts.apple.com/br/podcast/trumps-push-for-peace-tested-as-putin-meeting-called/id78304589?i=1000732886865&l=en-GBWhat to know about the withdrawn Trump nominee who reportedly said he has a ‘Nazi streak’https://podcasts.apple.com/br/podcast/what-to-know-about-the-withdrawn-trump-nominee-who/id78304589?i=1000732886661&l=en-GBA anatomia das emendashttps://podcasts.apple.com/br/podcast/a-anatomia-das-emendas/id1477406521?i=1000732912931&l=en-GBXi’s Top Bargaining Chip Is a Trade War Game Changerhttps://podcasts.apple.com/br/podcast/xis-top-bargaining-chip-is-a-trade-war-game-changer/id1746141911?i=1000732878359&l=en-GBMovimentos de esquerda não reagiram ao serem contrariados em duas questões essenciaishttps://podcasts.apple.com/br/podcast/movimentos-de-esquerda-n%C3%A3o-reagiram-ao-serem/id1552208254?i=1000733008972&l=en-GBTrump sanctions Russian oil companies as his efforts to end Ukraine war falterhttps://podcasts.apple.com/br/podcast/trump-sanctions-russian-oil-companies-as-his-efforts/id78304589?i=1000733050499&l=en-GB‘This is going to hurt us’: U.S. ranchers push back on Trump’s Argentina beef dealhttps://podcasts.apple.com/br/podcast/this-is-going-to-hurt-us-u-s-ranchers-push-back-on/id78304589?i=1000733048300&l=en-GB'Gastar ao infinito interessa e une tanto o governo quanto a oposição'https://podcasts.apple.com/br/podcast/gastar-ao-infinito-interessa-e-une-tanto-o-governo/id265071481?i=1000733136935&l=en-GB18 Minutes From Nuclear Annihilationhttps://podcasts.apple.com/br/podcast/18-minutes-from-nuclear-annihilation/id1258635512?i=1000733122732&l=en-GBCould Home Batteries Save the Grid?https://podcasts.apple.com/br/podcast/could-home-batteries-save-the-grid/id1602541473?i=1000732075596&l=en-GBConsider the shrimphttps://podcasts.apple.com/br/podcast/consider-the-shrimp/id1554578197?i=1000732944715&l=en-GB'Decisão deixa porta aberta para corrupção', diz integrante da Transparência Brasil sobre decisão do STF para nepotismohttps://podcasts.apple.com/br/podcast/decis%C3%A3o-deixa-porta-aberta-para-corrup%C3%A7%C3%A3o-diz-integrante/id203963267?i=1000733335548&l=en-GBInside the PLA’s Accelerating Modernization: A Conversation with John Culverhttps://podcasts.apple.com/br/podcast/inside-the-plas-accelerating-modernization/id1144663360?i=1000733190868&l=en-GB