O MUNDO COMO CONHECÍAMOS ACABOU: “AGORA É A LEI DA SELVA”

Summary

Gunther Rudzit argues the post-Cold War liberal order has collapsed and the world is entering a 'law of the jungle' phase. He traces the shift from the 2008 crisis through US-China trade tensions, Trump, and the current US National Security Strategy. The discussion highlights market implications such as persistent oil-driven inflation and rate pressure, and semiconductors as a strategic battleground.

• The host frames the Gulf war as a long-lasting backdrop with high oil feeding global inflation and interest rates.
• Gunther Rudzit calls the Gulf conflict a symptom of a durable geopolitical rupture, not a temporary event.
• He argues the liberal international order created after WWII is now dead.
• US policy treats semiconductors as the key strategic advantage it will not let China capture.
• The US National Security Strategy says Washington will no longer be the world's police and prioritizes the Western Hemisphere.
• China rejects staying only a cheap-labor producer, intensifying US-China technological competition.