ELEIÇÕES 2026: LULA, FLÁVIO E O VOTO QUE PODE DECIDIR O SEGUNDO TURNO | Market Makers #409

Summary

Market Makers #409 interviews Alexandre Ostrowiecki, founder of Ranking dos Políticos and chairman of Grupo Multi, about Brazil's 2026 election and political system. He argues Brazilian voting is emotional rather than rational, sees Lula as currently favored but expects a tight race, and views a first-round victory as unlikely. He also discusses political incentives, STF corruption concerns, and briefly describes Multilaser's business recovery.

• Alexandre Ostrowiecki explains how Ranking dos Políticos scores lawmakers on attendance, legal cases, spending, and legislative quality.
• He argues the electoral fund and parliamentary amendments entrench incumbents and weaken political renewal.
• He sees Lula as the current frontrunner due to incumbency and a fragmented opposition, but expects a tight race.
• He says Brazilian voting is emotional, with candidates selling rupture, management, tribe, or depolarization.
• He criticizes STF and Senate leadership over unscheduled impeachment requests and institutional corruption.
• He describes Multilaser as recovering and diversified across technology, audio, baby products, electric motorcycles, TV/smartphone manufacturing, and distribution.
• He notes record fiscal exits and says productive Brazilians are leaving the country.