Contrapunto coyuntura #33: Capex, Riesgos 2026, Sam Altman, Private Equity, Renta Fija, LTCM

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This episode is 51 minutes long.

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This episode was published on December 1, 2025.

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from Contrapunto por Luis Gonzali · host lgonzali

En este episodio, Fran, Erick y Luis platican sobre el Capex de los hyperscalers y del riesgo que implica para el crecimiento, riesgos generales para 2026, sobre Sam Altman y por qué Fran no lo tolera, sobre como algunos fondos de Private Equity están empezando a emproblemarse, las expectativas de renta fija en 2026 y una recomendacion sobre LTCM.

Episode metadata supplied by the publisher feed · Published Dec 1, 2025

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Contrapunto coyuntura #33: Capex, Riesgos 2026, Sam Altman, Private Equity, Renta Fija, LTCM

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