Una bolsa cara que no para de subir: ¿qué hacemos? Con Hugo Ferrer
Descripción del Episodio
El mercado de renta variable sigue alcista en este 2024. Salvo geografías o temáticas concretas, todo sigue en verde. ¿Es sostenible esta subida? ¿Qué podemos esperar de la bolsa para lo que queda de año? ¿Y para 2025? ¿Y para los próximos años? Esta semana charlamos con Hugo Ferrer, gestor de inversiones en GPM Sociedad de Valores, alguien a quien invitamos hace un año y medio, a finales de 2022 tras un año desastroso en bolsa, y defendía una posición alcista. ¿Cuál será su postura ahora en un mercado “más caro”? ➡️ Únete al grupo de Finect Talks en Finect: https://www.finect.com/grupos/finect-talks Buscador de asesores y expertos financieros: https://www.finect.com/asesores Estos son los sectores que se beneficiarían de una victoria de Trump o de Harris: https://www.finect.com/usuario/eduardogarcia/articulos/estos-son-los-sectores-que-se-beneficiarian-de-una-victoria-de-trump-o-de-harris Elecciones en Estados Unidos: ¿qué esperar en los mercados y en la economía?: https://www.finect.com/grupos/mapfre-gestion-patrimonial-agentes/articulos/elecciones-en-estados-unidos-que-esperar-en-los-mercados-y-en-la-economia Entrevista Thomas Haugaard (Janus Henderson): "Muchas de las políticas que Trump propone no son buenas para los mercados emergentes": https://www.finect.com/usuario/mariarefojos/articulos/tom-haugaard-janus-henderson-muchas-de-las-politicas-que-trump-propone-no-son-buenas-para-los-mercados-emergentes Dónde invertir en un contexto de recortes de tipos de interés https://www.finect.com/grupos/Capital_group/articulos/donde-invertir-en-un-contexto-de-recortes-de-tipos-de-interes Duncan Moir (abrdn): "Veremos en 2025 fondos tokenizados para el inversor minorista, la clave es si los quiere": https://www.finect.com/usuario/avillanuevae/articulos/duncan-moir-abrdn-veremos-en-2025-fondos-tokenizados-para-el-inversor-minorista-la-clave-es-si-los-quiere Vuelve a ver Finect Talent: https://www.youtube.com/watch?v=OpUmMQvmunw ¡Vótanos en los premios Ivoox! https://go.ivoox.com/wv/premios24?c=2392 *Este contenido se ha elaborado bajo un criterio editorial y no constituye una recomendación ni propuesta de inversión. La inversión contiene riesgos. Las rentabilidades pasadas no son garantía de rentabilidades futuras.*
Episodios Recientes
Más podcasts de Sociedad y Cultura
Ver toda la categoría →
Sold a Story
By shows
Sold a Story is an investigative podcast about how kids learn — what works in the classroom, the science behind those insights and why that research often doesn’t make it into schools. Season 1 revealed why so many kids are struggling to learn how to read, and it sparked a wave of change across the country. In Season 2, we go beyond reading to look at teaching itself.
The Code To Winning
By shows
<p>The Code To Winning is an engaging podcast that centers around insightful interviews with a diverse range of guests, including business leaders, entrepreneurs, start-ups, and CEOs. With a compelling motto, “Insights you need today to seize the world tomorrow,” the podcast delves into the strategic and practical aspects of success in the dynamic world of business. Through in-depth conversations, listeners gain valuable perspectives and strategies from accomplished individuals who have navigated the complexities of the business landscape. Those who know what it takes to win. Whether you’re an aspiring entrepreneur or an established professional, The Code To Winning offers a wealth of knowledge and inspiration to empower you on your journey to success. Tune in to unlock the secrets and strategies that can propel you towards achieving your goals in the ever-evolving business world.</p>
Psycho Politics with George Conway
By shows
<div>American politics has gone a little psycho, and George Conway is here to make sense of it. Joined by friends, colleagues, and expert guests, George digs into the legal battles, political fights, elections, personalities, and power struggles shaping American politics, from Trump and the courts to primaries, the future of democracy, and whatever fresh absurdity is consuming Washington.</div>
Market Maker
By shows
The AmplifyME Market Maker Podcast makes finance fun and easy to understand. Hosted by LinkedIn Top Voice Anthony Cheung, alongside trader-turned-founder Piers Curran and former investment banker and entrepreneur Stephen Barnett, each week they break down the biggest market stories and trends shaping the global economy. Get real insight, build your commercial awareness and learn how markets really work, with top guests from leading banks, hedge funds and asset managers sharing their expertise, career journeys and advice.
Unhedged
By shows
Katie Martin, Robert Armstrong and other markets nerds at the Financial Times explain the big ideas behind what’s happening in finance right now. Every Tuesday and Thursday.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
Lemonade Stand
By shows
Three guys with the expertise to run a lemonade stand explain the world of business. a podcast by Aiden, Atrioc, and DougDoug. Part of the Vox Media Podcast Network.
La Burrera
By shows
Cuando parece que varios amigos alcanzan un punto de risa de no retorno, siempre hay un punto más allá. Pere Aznar, Ana Morgade e Iggy Rubín, junto a un invitado, competirán por ver quién dice \u0022la más gorda\u0022 sobre un tema.