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K129. Santiago López. La banca siempre gana

Kapital7 de marzo de 202402:51:34
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Descripción del Episodio

«Siempre empecé mis trabajos con la sensación que pronto lo dejaría o que me despedirían. Esto me dio una actitud relajada que muchos confundieron con la inteligencia o una especie de poder secreto». Santi valida la cita Bukowski. Él se la ha jugado la cara con todos los informes que ha publicado, cuestionando la gobernanza de las empresas y las remuneraciones de sus directivos, como hacía Gordon Gekko en la junta de Teldar Paper. Los accionistas son, al final del día, los únicos responsables.

Índice:

1:12 La libertad de prensa en este país.

11:19 Préstamos al consumo en cirugía estética.

25:59 No hay mercados eficientes sin clientes exigentes.

37:56 El precio más importante de la economía.

46:28 Lo que se ve y lo que no se ve.

54:11 Operación Bernhard.

1:06:22 No puedes protegerte.

1:15:35 Las incógnitas del bitcoin.

1:30:38 El fraude de la reserva fraccionaria.

1:48:10 Negligencias en la gobernanza del Banco Sabadell.

2:07:26 Santander amplía capital para pagar su dividendo.

2:20:58 La pelea de Bill Ackman por el control de Canadian Pacific Railway.

2:25:43 Protege tu fuck you money.

2:31:22 La factura de 100.000 millones.

2:45:33 El libro que cambió la vida de Santi.

Apuntes:

De Santander a Sabadell: el sueldo de los ejecutivos y el retorno a los accionistas. Santiago López.

Eliminar el fondo de garantía de depósitos no sería mala idea. Santiago López.

Por qué el pago del dividendo es irrelevante para la riqueza de los accionistas. Santiago López.

Los resultados de los bancos son estelares por la cantidad de asteriscos necesarios para explicarlos. Santiago López.

El mundo de ayer. Stefan Zweig.

A capo’s annual report. The Economist.

La economía en una lección. Henry Hazlitt.

The intelligent investor. Benjamin Graham & Jason Zweig.

Poor Charlie’s almanack. Charlie Munger.

An owner’s manual. Berkshire Hathaway.

Charlie Munger y la fábrica de chocolate. Santiago López.

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