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¿Cuánto hay que preocuparse por tanto optimismo? Con Jaime Garrido y Juan Hernando

EPISODE · Sep 25, 2025 · 46 MIN

¿Cuánto hay que preocuparse por tanto optimismo? Con Jaime Garrido y Juan Hernando

from Finect Alpha

Las encuestas de gestores muestran unos niveles de confianza tan elevados en la evolución de las bolsas… que preocupan incluso a los más optimistas. ¿Cómo abordar este momento tan extraño de mercado? Lo repasamos con Jaime Garrido, Director de Información de Mercados y Estrategia de Inversión en Caixabank AM y Juan Hernando, Director de Advisory en Morawealth. Gracias también a nuestro partner Generali Investments, la plataforma de gestión de activos del grupo Generali, que agrupa a 12 sociedades de inversión con competencias especialistas en los mercados públicos y privados para responder a las necesidades de cada cliente. ¡EMPEZAMOS! El libro que recomienda Jaime Garrido: https://www.amazon.es/paseo-aleatorio-por-Wall-Street/dp/849104261X Enlace de registro a Finect Investment on Change 2025: ¡plazas limitadas! https://luma.com/arn48bf4?utm_source=Ivoox

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¿Cuánto hay que preocuparse por tanto optimismo? Con Jaime Garrido y Juan Hernando

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