217. Repasando la Cartera con Xavier Brun 2022

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This episode is 1 hour and 44 minutes long.

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This episode was published on April 10, 2022.

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from Value Investing FM

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de tener con nosotros de nuevo a Xavier Brun, gestor del fondo Trea European Equities, para repasar su cartera de inversión en 2022. Nos hablará de: - Su visión de la situación macro a nivel global tras la pandemia y la guerra e Ucrania - Cómo pueden afectar a los mercados financieros la inflación y las subidas de tipos - La situación de los mercados de materias primas en 2022 - Sus consejos para mejorar a la hora de hablar en público y explicar mejor - La tesis de inversión en Clasquin, FlatexDeGiro y Kion Group. - Sus últimos errores de inversión

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217. Repasando la Cartera con Xavier Brun 2022

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How long is this episode of Value Investing FM?

This episode is 1 hour and 44 minutes long.

When was this Value Investing FM episode published?