331. Cartera Antifrágil 2024 con Marta Escribano

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This episode is 1 hour and 18 minutes long.

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This episode was published on July 14, 2024.

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from Value Investing FM

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de entrevistar a Marta Escribano, que ya estuvo con nosotros en el episodio 97. Nos explicará cómo vivieron en covid, a qué se debió la antifragilidad de su cartera, cómo vivieron el 2022, cómo gestionan sus posiciones en empresas rusas, cómo ven la situación actual, si afecta mucho la macro en su estrategia, qué riesgos ven en los mercados, qué oportunidades ven y qué escenarios contemplan para los próximos años. Repasaremos algunas de sus tesis de inversión antes de hablar de errores y de las preguntas finales. Oro - Barrick Oil - Suncor Otras materias primas Otras posiciones: Samsung Electronics ¿Tenéis alguna cobertura actualmente?

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331. Cartera Antifrágil 2024 con Marta Escribano

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How long is this episode of Value Investing FM?

This episode is 1 hour and 18 minutes long.

When was this Value Investing FM episode published?