WALL STREET EM ALERTA? O QUE ESTÁ MEXENDO COM IA, BIG TECHS E O DÓLAR
POR QUE WALL STREET ESTÁ OSCILANDO TANTO: E O QUE ISSO TEM A VER COM IA, BIG TECHS E A POLÍTICA DE DONALD TRUMPNesta edição do Stock Pickers, Murilo e José Rocha, da Dahlia, analisam os resultados do primeiro semestre em Wall Street, os movimentos mais recentes do mercado americano e as transformações que já chegaram — e ainda devem chegar — com a inteligência artificial.
A conversa passa pelas oscilações das big techs, pelos impactos de energia, semicondutores, data centers e infraestrutura na corrida da IA, além de discutir quem pode sair vencedor nessa nova fase do mercado global.
O episódio também mergulha na política econômica de Donald Trump, na tese de uma nova ordem mundial baseada em dólar fraco e nos eventos recentes que reforçam essa visão. No bloco macro, entram ainda temas como Selic, projeções de inflação, política monetária, eleições e sinais vindos do Polymarket e dos bastidores do mercado financeiro.
🎙️ Convidados: José Rocha e Murilo Freiberger, Dahlia Capital
🎧 Apresentação: Lucas Collazo
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