Google Cloud Speech-to-Text API (Chirp) + Gemini 2.5 Flash Non-Thinking. Treat it as a searchable index of what was broadcast, not a quotation record.
00:00:07to this result, huh? look,
00:00:10this result is a very good result, right, in the sense that
00:00:14the inflationary process is decreasing, we
00:00:17also had a drop in the issue of energy, domestic
00:00:21energy is also a very important point, Kelly, because sometimes
00:00:25when you activate the red flag or orange flag, our electricity
00:00:29bill goes up. So this has a big impact on
00:00:32the IPCA, so when we look at the data
00:00:36now, we are seeing a
00:00:38deceleration of prices, which is what we call
00:00:42disinflation, it's a strange name, but it's
00:00:46exactly what you said when the IPCA is falling, another
00:00:49important thing is that all the concern about
00:00:53El Niño has not yet caused any major
00:00:56changes in this segment, so it's important
00:01:00because we continue to keep prices falling in several food items, as
00:01:03you said, well, now, was this result
00:01:07expected when we look at
00:01:10professor? Yes, to a large extent it is expected,
00:01:14but it's coming out better than expected in that
00:01:17sense, but on the other hand, we also need
00:01:21to consider that some drops are also
00:01:24related to that last conversation we had when we talked about
00:01:28the GDP decreasing, consumer
00:01:31spending, so indebtedness is something that
00:01:34we have also discussed a lot, so this also
00:01:37greatly affects family budgets, well, I'm going to bring some
00:01:41percentages: food and beverages a drop of
00:01:430.34%, housing
00:01:461.87%, clothing 0.12%,
00:01:50transportation 0.86%, it seems small, but when we talk about
00:01:54month to month, if we add it up over the year, it makes a huge
00:01:57difference, I brought this... here for us
00:02:01to think about the IPCA, which is the official inflation in Brazil,
00:02:04accumulated over the year, it is at
00:02:063.11%. If I take 12
00:02:10months, it's 4.22%.
00:02:13Last month, this accumulated amount was
00:02:164.44%, so inflation
00:02:19is really decreasing, and it's likely
00:02:22that we'll close the year below
00:02:30does the high Selic rate impact
00:02:33the study? The professor just mentioned the purchasing power of families,
00:02:37but just to be clear to everyone, the Selic rate has a certain
00:02:40influence, and in what sense?
00:02:43The Selic rate, to make it easy for everyone to understand, is the price of
00:02:47money. So if the Selic rate is
00:02:5014% per year, that is the cost, or
00:02:53rather, it's the lowest rate available for those who want to make a
00:02:57financial investment, for example. So... based
00:03:00on it, you put all the difference for those who
00:03:03need to borrow money. So if you're going to buy something
00:03:07in installments, if you financed a car, a TV, whatever,
00:03:10there's a lot of interest embedded. The worst of all, which we
00:03:14always mention, is the credit card. Getting
00:03:18into credit card revolving credit is a
00:03:21tragedy. Well, airfares even, according to
00:03:25the survey, became cheaper, even in this
00:03:28turbulent context, right? International, with a crisis in the Middle
00:03:31East, we're talking so much about the issue of fuels, including Brazil being
00:03:35an important alternative when it comes to biofuels, right?
00:03:39But look, it's a really surprising scenario, right? When we do
00:03:43an international analysis, we know that in economics, no one is an isolated island, right,
00:03:46professor? We still have this result at this
00:03:49moment. I'm going to make two points regarding
00:03:53the tickets you mentioned. First, we had an
00:03:56increase in tickets in July, right? So holidays. People
00:04:00who travel at the last minute, the price goes up, that's very common, it's
00:04:04already expected, so the drop this month is also related
00:04:08to the fact that last month it had gone up a lot, but an
00:04:11important point when you talk about wars is that Brazil is having
00:04:15a much smaller impact regarding
00:04:18fuel price increases due to the Petrobras pricing
00:04:21metric and the subsidies and grants that
00:04:25were given, so this is not having an impact like in
00:04:29other countries. On fuel prices, the United States, for
00:04:33example, gasoline there has already gone up more than
00:04:3520%. Well, we're talking about Petrobras now,
00:04:39I think it's interesting to talk about the electricity bill that the professor already
00:04:42mentioned, but
00:04:46look, we have clean energy in this energy generation,
00:04:49right? When we also look at Brazil, at the system
00:04:52we have here, with all the challenges we
00:04:56always have demanding more investments, right, professor? What can
00:05:00we say compared to the rest of the world? I think it's important to always open
00:05:03up, because sometimes Brazilians don't appreciate everything we have here,
00:05:07right? And sometimes they think the grass is greener on the other side, but it's important
00:05:10to understand our context. Compared to the
00:05:13world, we have a very clean
00:05:16energy matrix, renewable, so it's
00:05:20hydroelectric, it's wind, it's
00:05:23photovoltaic, so here in Brazil we don't
00:05:26discuss burning coal, which is still happening in several
00:05:30countries in Europe, for example, so this is an
00:05:33important point for us to consider, we need to improve the
00:05:37distribution part, so sometimes we produce a very large amount of
00:05:40energy in the... Northeast region, for example, with all
00:05:44the wind and photovoltaic structure, our
00:05:47distribution needs to improve so that it can reach the
00:05:51other states at a lower cost. Well, and we are a food-producing
00:05:55country, we mentioned, for example, the issue of
00:05:58coffee, which some time ago was very expensive for the final
00:06:01consumer, many consumers complaining, and now it has had a reduction of almost
00:06:052%, 1.86%. This is
00:06:07due to the harvest and several other factors, but what can
00:06:11we look at, right? This? Highlighting something that the professor also
00:06:15brought to us just now, which is this El Niño situation, what should
00:06:18come next? Well,
00:06:21whenever we think about climate issues, we
00:06:25will direct our reasoning to everything that is very perishable,
00:06:28right, fruits, vegetables, legumes, that
00:06:32ends up affecting a lot if we have this strength of
00:06:36El Niño, El Niño has actually already arrived in India, so
00:06:40it is affecting the issue of sugar production, so
00:06:43sugar as a commodity that is traded in the
00:06:46international market, its price has risen at the international
00:06:50level, so just to give you an idea of how the effects are often
00:06:53out there, but they haven't reached
00:06:56here with such intensity, so we
00:06:59continue to observe, monitor, but always keeping in mind
00:07:03that climate effects, too much rain, too
00:07:06much drought, end up impacting something that spoils very easily,
00:07:10which are fruits, vegetables, and legumes. Yes, and just to finish up on the
00:07:14coffee issue, in August, professor, your coffee
00:07:17released a report yesterday saying that it was a
00:07:20historic month for exports, a historic
00:07:23record, and look, even here in the domestic market, there was
00:07:27this price reduction of 1.86%,
00:07:30even with a historic export record, and more news is coming for us,
00:07:33because the dollar opened this Friday, look, down after closing
00:07:37Thursday at R$ 5.10.
00:07:40The US currency today... was R$
00:07:435.7 in the morning. The market is also watching,
00:07:46especially the inflation in Brazil and in the United
00:07:50States. Ibovespa, the main index of the Brazilian stock exchange, also
00:07:53fell, reaching 187,000 points,
00:07:56even with the dollar's fall, that is, the dollar is falling and
00:08:00we continue to monitor it. It's important to keep an eye on these points too,
00:08:04right? Yes, exactly, that is, there is
00:08:07stability for financial market
00:08:11investors when... they look at the inflationary process, which is everything we
00:08:15just talked about, and also,
00:08:18in the international scenario, as bad as it may be, it's not
00:08:22having that impact here in Brazil regarding our
00:08:25currency, so the dollar is depreciating on its
00:08:29own, so to speak, and there's also a
00:08:32movement in the United States to observe inflation there
00:08:36to see if the US Central Bank will or will not
00:08:39raise interest rates, it needs to... make an equation
00:08:43between inflation and the
00:08:58we'll talk about education performance in Brazil, I'll see you in a bit.
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00:12:45I never know how my day will end, that's why it needs
00:12:48to start in the best way, a tapioca from Terrinha,
00:12:51healthy, easy to make, very tasty. My
00:12:55family and I don't go a day without tapioca from Terrinha, it goes well for
00:12:59breakfast, for an afternoon snack, with olive oil, banana
00:13:03and honey, red fruits, mmm, tapioca from
00:13:07Terrinha, much more practicality without neglecting
00:13:10your health, available in the main supermarkets,
00:13:13try it.
00:13:16Health moment, Elev Senior, with
00:13:19age, the eyes wear out and without the right care,
00:13:23seeing becomes increasingly
00:13:25difficult.
00:13:28Do you think the light bulb in your house is dim? The problem is not
00:13:31the light, it's your eyes.
00:13:35Do you have difficulty seeing the face of someone in your family? All of this
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00:14:20Victims of cell phone thefts and robberies can help the police in
00:14:23operations to search for items from crimes. Last
00:14:27year, almost 45 thousand devices were found by the
00:14:31police. Victor's cell phone and car were
00:14:35stolen in August. He did what everyone does in this
00:14:38situation, in addition to filing a police report, he blocked the
00:14:42device. Through the tracking system, Victor was still able to
00:14:46find out where the cell phone was. It was revolting, right,
00:14:50because besides the cell phone, the car was also
00:14:53stolen. For having been bought recently, it also
00:14:57made us very sad, very lost, not knowing what to do
00:15:01at the time, right, without perspective either, because I had just
00:15:04bought it, so it was a little difficult and sad for us, more than a
00:15:07month after the theft, Victor will try to track
00:15:11the cell phone again, this time with
00:15:13our team, he managed,
00:15:16look, the last signal was on
00:15:19September 5th, near a community in the north
00:15:22zone of São Paulo, that's right, that's... that would be
00:15:26an accurate clue, just like the other
00:15:30locations he has already saved, but this
00:15:33information was not enough for him to
00:15:36get his cell phone back, because it's not the first time something like this happens that we lose a cell phone due to
00:15:40theft or robbery here in the family, right? More than once we managed
00:15:44to get the location, we take it to the police
00:15:46and they say they can't do anything, that they won't. Even if the victim
00:15:50has the location of the device, the police cannot enter the
00:15:53property indicated by the GPS, without a judicial
00:15:56warrant, because the flagrant period has passed. But
00:16:00even so, it's important to file a police report and provide all
00:16:04this information to the police, because it helps in the
00:16:07planning of operations. This
00:16:09security specialist explains that in case of robbery or theft,
00:16:13there is a government platform called "celular seguro" (safe cell phone) where
00:16:17the blocking of the device is immediate and above all, the
00:16:20orientation to combat this type of crime is not to buy
00:16:24a cell phone without a receipt. You, in addition to potentially
00:16:27causing damage to yourself by buying illegal, irregular
00:16:31equipment that you won't be able to get any type of assistance for,
00:16:35you can also be committing the crime
00:16:37of receiving stolen goods. Victor would really like his cell phone to be
00:16:41recovered, but he's almost without hope. It would be great
00:16:45if I could get my cell phone back, because I used it for work every day
00:16:49for work contacts, GPS,
00:16:52notes and stuff for work. Oh, I really wanted to, right, to get my cell phone
00:16:56back, God willing.
00:16:59A story that outraged the whole of Brazil during the pandemic has an
00:17:03outcome 6 years later. The
00:17:05judge who humiliated a municipal guard for refusing to wear
00:17:09a protective mask will have to compensate the
00:17:12GCM. I'm an
00:17:15illiterate here. 6 years later, municipal
00:17:19guard Cícero Hilário Rosa Neto, 42
00:17:23years old, still remembers the episode that marked his
00:17:26career. It was an incident that was
00:17:29supposed to be just a guideline, right, but it took on a proportion I didn't imagine.
00:17:33This week, the GCM received the court's decision. The
00:17:37Superior Court of Justice ruled that the then
00:17:40judge Eduardo Siqueira must pay almost R$
00:17:4454,000 in compensation for moral
00:17:47damages to the guard, for the case that gained national
00:17:51repercussions in 2020. That day, the
00:17:53GCM and the team were patrolling the beach here in
00:17:57Santos. Due to the pandemic, the use of masks in public
00:18:01places was mandatory. The then judge was
00:18:05caught without protection a...
00:18:37action the retired judge's lawyer said that
00:18:41he has already paid and there is no more appeal, so as soon as he was
00:18:45notified to pay these R$
00:18:4754,000,
00:18:50he judicially deposited the amount immediately, I
00:18:54see it as a victory for all the civil servants who
00:18:57fought during the pandemic, right, for the greater good of the
00:19:00population,
00:19:03severe storm alert causes the government of São Paulo to suspend
00:19:06classes and outdoor events in five regions of the state, we
00:19:10will update everything about the weather after the break, see
00:19:12you soon!
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00:19:44and doesn't release residues, they are sophisticated, light,
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00:20:56age, eyes wear out and without
00:20:59proper care, seeing becomes increasingly
00:21:02difficult.
00:21:05Do you think your house lamp is dim? The problem is not
00:21:08the light, it's your
00:21:10eyes. Do you have difficulty seeing the face
00:21:14of someone in your family? All of this can be a sign of
00:21:17cataracts. Cataracts make... Everything
00:21:20blurry, little by little you lose confidence,
00:21:24freedom and stop doing simple things. I
00:21:27recommend Lever 4.0. It
00:21:30acts as a filter that helps protect and recover
00:21:34the health of your eyes. If your
00:21:37vision is no longer the same, take
00:21:39care now.
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00:21:5640 years old, energy and testosterone naturally start
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00:24:30and we are back, the topic now is education because this week the
00:24:33Organization for Economic Cooperation and Development, the OECD,
00:24:36released the results of the latest PISA: an assessment
00:24:40that measures the quality of learning in the
00:24:42world. Education specialists were
00:24:46surprised by the results that show a considerable
00:24:49drop compared to the previous edition in
00:24:532022, this is because the average
00:24:56of rich countries fell, those that were
00:25:00in all editions achieved the best scores in
00:25:032012, but since then the results
00:25:06have been worsening, the 2025 performance
00:25:10is equivalent to what could have been achieved by younger
00:25:30importance of this survey, right, that it's a great reference
00:25:33for sure, look, I've been following PISA
00:25:37since the year 2000, PISA, PISA calls
00:25:41itself PISA, program for evaluation
00:25:45eh that eh involves not only the OECD, which are
00:25:48the richest countries, but 53 other
00:25:51territories. It's the largest international evaluation
00:25:55of education, and it tries
00:25:59to verify if 15-year-old youngsters,
00:26:02therefore, ah, in the middle of high
00:26:05school, are developing the competencies that
00:26:09will be necessary for adult life. Eh,
00:26:12Brazil participates since the first
00:26:15edition, and has been
00:26:18following
00:26:20what is happening in the world. In fact, Kelly, as you well
00:26:24put it, the world's learning worsened.
00:26:27aprendizagem,
00:26:29There is something that needs to be analyzed
00:26:33in depth. Well, why do you think it got worse, right? The pandemic
00:26:36might have had some impact. What interpretation can we make at this
00:26:40moment? Look, without
00:26:43a doubt, the pandemic had some
00:26:45impact. The young people who took this
00:26:49test were 10 years old when the
00:26:52pandemic started. Many countries had a prolonged
00:26:56period without classes, eh,
00:26:59and they were, and therefore, they suffered losses in their
00:27:02learning. But what caught more attention,
00:27:06Kelly, is that in the 2022
00:27:08evaluation,
00:27:12better, right, because after all, it was at the very end of the
00:27:16pandemic, but we are - this evaluation
00:27:19was applied again in 2025, and in
00:27:232025 there was a worsening compared
00:27:26to 2022. Just to give an example,
00:27:30Portugal returned to... the performance level they
00:27:34had 20 years earlier. France
00:27:36fell brutally,
00:27:40eh, a good part of Europe was
00:27:43harmed. What is happening? So, like this,
00:27:47trying to make a quicker, perhaps a little
00:27:51rushed, eh, what
00:27:54we've already talked about here, ah, in, in,
00:27:58in connection, which is the gener...
00:28:02...anxious generation, the title of a book by
00:28:05Jonathan Haidt, of young people who are
00:28:09eh on cell phones, on social media all the time,
00:28:13reading things hastily, cell phones in
00:28:16schools and all that, this
00:28:19greatly impacted the chances of concentrated
00:28:22attention. There was a brutal impact on reading,
00:28:26young people in the developed
00:28:28world are no longer reading, they
00:28:32are not... they are no longer capable of concentrated reading.
00:28:35This was a big impact, no doubt.
00:28:38So, in this sense, I imagine, right, that you will
00:28:42say that Brazil was right to prohibit
00:28:46cell phones in schools?
00:28:49Absolutely. André Schleicher himself, who is the
00:28:52coordinator of PISA, of this exam, he
00:28:56mentioned the issue of cell phones in schools. He says it's very
00:29:00unpopular to prohibit, etc. but
00:29:03what research has been showing is that
00:29:07the countries that were slow to prohibit had
00:29:10greater impacts. So
00:29:13just recommending, just working with young
00:29:16people on their decision-making process regarding
00:29:19cell phones didn't have a big impact.
00:29:22The biggest impact was to actually prohibit
00:29:25and not only because of classes, but because,
00:29:29as we said another time, Kelly, for
00:29:32children to be able to interact and play at
00:29:36recess. This is also very healthy for the
00:29:39development of children and the possibility of
00:29:43learning. But speaking of
00:29:46Brazil, Brazil didn't do well
00:29:49eh in this
00:29:52evaluation, but it didn't have the losses that
00:29:56countries with good systems
00:29:59had, eh, in part because it's already
00:30:02at a low level, in part also because it was
00:30:06quick to prohibit cell phones.
00:30:09Already some
00:30:12specialists are eh analyzing
00:30:16this. We are no longer in the last positions, we are indeed in the
00:30:19lower third of the PISA
00:30:22ranking, but
00:30:26we had some
00:30:28results eh worthy of mention. Our biggest...
00:30:33Achilles' heel continues to be mathematics.
00:30:37Indeed, right, we remember the challenges Brazil has, right, a huge
00:30:41country territorially, with
00:30:43diverse realities, right? We've even brought here
00:30:47in relation, not only to the state where the
00:30:51difference between states lives, but also in relation to social class, the challenges
00:30:55it has are enormous, right? We have to face it with a very
00:30:58serious outlook, even because, how will these results continue?
00:31:02Falling, as you mentioned, for example, in Portugal and France.