Kinea Insights - Duna | Petróleo, Geografia e Poder

In Dune, whoever controls the spice controls the universe. In the real world, whoever controls the oil controls the economy. In this Kinea Insights episode, we take a journey through the world of oil: we explain the dynamics of this market, the impacts of war, and our outlook for the rest of the year. The Persian Gulf becomes Arrakis, and the Strait of Hormuz the central point through which the balance between geopolitics, energy, and markets passes. By Ruy Alves, Partner and Investment Manager, Leandro Souza, Head of Equity and Commodities Research, and Antonio Zacharias, Commodities Analyst. To read this content, access the Kinea blog at: https://www.kinea.com.br/blog/insight... Join the Kinea community on WhatsApp and stay up-to-date: https://kinea.me/3KrOUkb Sign up for our newsletter and receive Kinea information firsthand: https://www.kinea.com.br/newsletter/ Access Kinea's social media and stay informed by clicking here: https://linktr.ee/kineainvestimentos More information about Kinea funds at: https://www.kinea.com.br/

Kinea Insights - Frankenstein - O monstro fiscal brasileiro: de sua criação aos tempos atuais
▶︎

Kinea Insights - Frankenstein - O monstro fiscal brasileiro: de sua criação aos tempos atuais

Kinea Insights - Parasite | The Brazilian consumer and the loss of the middle class
▶︎

Kinea Insights - Parasite | The Brazilian consumer and the loss of the middle class

Luiz Orenstein e Bruno Rudge, Sócios da Dynamo - O poder do longo prazo
▶︎

Luiz Orenstein e Bruno Rudge, Sócios da Dynamo - O poder do longo prazo

Quem manda na geopolítica do século XXI? | Kafé com Kinea #51 com Marcos Troyjo
▶︎

Quem manda na geopolítica do século XXI? | Kafé com Kinea #51 com Marcos Troyjo

Kinea Insights - Terminator 2 | The Age of AI Agents: The Awakening of Intelligence
▶︎

Kinea Insights - Terminator 2 | The Age of AI Agents: The Awakening of Intelligence

Global Crisis Looms: Will Oil Run Out By July? | Doomberg
▶︎

Global Crisis Looms: Will Oil Run Out By July? | Doomberg

Qual a origem dos problemas do Brasil? | Kafé com Kinea #52 com Bruno Garschagen
▶︎

Qual a origem dos problemas do Brasil? | Kafé com Kinea #52 com Bruno Garschagen

How is geopolitics redefining investment? | Kafé with Kinea #53 with José Kobori
▶︎

How is geopolitics redefining investment? | Kafé with Kinea #53 with José Kobori

Iran Just Trapped Washington as Hormuz Deals a Blow to Pax Americana | Prof. Jiang Xueqin
▶︎

Iran Just Trapped Washington as Hormuz Deals a Blow to Pax Americana | Prof. Jiang Xueqin

Kinea Insights - The Dark Side of the Moon: The Hidden Side of Artificial Intelligence
▶︎

Kinea Insights - The Dark Side of the Moon: The Hidden Side of Artificial Intelligence

O Novo Tabuleiro Global: EUA, China, Índia e o Futuro da Economia l VALOR EM PAUTA
▶︎

O Novo Tabuleiro Global: EUA, China, Índia e o Futuro da Economia l VALOR EM PAUTA

Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!
▶︎

Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!

Brasil: de onde viemos e para onde vamos | Kafé com Kinea #40
▶︎

Brasil: de onde viemos e para onde vamos | Kafé com Kinea #40

How did Nordic "SOCIALISM" work so well (best HDI in the world)?
▶︎

How did Nordic "SOCIALISM" work so well (best HDI in the world)?

O Professor dos Economistas | Kafé com Kinea #47 com José Roberto Mendonça de Barros
▶︎

O Professor dos Economistas | Kafé com Kinea #47 com José Roberto Mendonça de Barros

THE END OF THE GREATEST MILITARY ALLIANCE IN HISTORY | Professor HOC
▶︎

THE END OF THE GREATEST MILITARY ALLIANCE IN HISTORY | Professor HOC

Brazil and the world: where is the alpha? | Global Managers Conference 2026
▶︎

Brazil and the world: where is the alpha? | Global Managers Conference 2026

A VERDADE NUA E CRUA SOBRE INVESTIR EM CRÉDITO NO BRASIL | Second Level #14
▶︎

A VERDADE NUA E CRUA SOBRE INVESTIR EM CRÉDITO NO BRASIL | Second Level #14

O legado do Plano Real está ameaçado? | Kafé com Kinea #43 com Edmar Bacha
▶︎

O legado do Plano Real está ameaçado? | Kafé com Kinea #43 com Edmar Bacha

os ESTADOS UNIDOS PRECISAM da CHINA? O QUE NÃO TE CONTAM sobre INTELIGÊNCIA ARTIFICIAL
▶︎

os ESTADOS UNIDOS PRECISAM da CHINA? O QUE NÃO TE CONTAM sobre INTELIGÊNCIA ARTIFICIAL