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E15 — Nvidia arma la próxima subprime, la Fed manipula el CPI, SpaceX aplasta el consenso

Skin in the Game•13 de agosto de 2026•01:17:56•
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Descripción del Episodio

Nvidia armó un vehículo de 500,000 millones de dólares junto con Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs y KKR para convertir el cómputo en una nueva clase de activo. Javier Morodo, Miguel Olea, Allan Cassis y Jorge Combe, gestores con capital propio en juego, debaten si esto se parece a las hipotecas subprime de 2008.

Además, el reporte trimestral de SpaceX y sus apuestas de precio, y por qué la inflación no se siente como dicen los datos.

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Capítulos

(0:00) — Apertura: el escalón de entrada que desaparece para los jóvenes

(1:39) — Bienvenida al episodio y homenaje a Colombia

(2:16) — Jorge Combe corre 200 millas en un fin de semana

(4:01) — Inflación y empleo en Estados Unidos: la Fed cambia de tono

(7:22) — El truco del CPI: la camioneta que triplicó su precio

(14:27) — El VIX baja y la Fed se acerca a septiembre

(16:42) — Salarios reales y la concentración de capital

(18:27) — Nvidia arma su banco de 500 mil millones para la IA

(52:36) — SpaceX reporta: Starlink dispara los ingresos

(1:09:19) — Blue Origin levanta capital tras el tropiezo de New Glenn

(1:11:32) — La Tesis: en qué anda cada host esta semana


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⚠️ DISCLAIMER: LA INFORMACIÓN DE ESTE PODCAST NO ES UNA RECOMENDACIÓN DE INVERSIÓN.Nada de lo contenido en este podcast constituye asesoría fiscal, contable, regulatoria, legal, de seguros o de inversiones, ni representa una oferta, solicitud o recomendación para comprar, vender o realizar cualquier operación con valores, esquemas de inversión colectiva, instrumentos financieros o servicios.


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E15 — Nvidia arma la próxima subprime, la Fed manipula el CPI, SpaceX aplasta el consenso

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