🚨¿Oportunidad o FOMO? Inversiones para 2026 | Miquel Cantenys

from Oportunidades en Bolsa · host Oportunidades en Bolsa

📩 NEWSLETTER.En este nuevo episodio del podcast de OB, Santi Puig charla con Miquel Cantenys —profesor en BFS/IEF y gestor de fondos para Ginvest Asset Management— sobre el sector defensa y si se trata o no de una oportunidad de inversión. Además, Miquel ofrece una pequeña tesis de inversión de una empresa de alta calidad.Substack de Miquel Cantenys.

Episode metadata supplied by the publisher feed · Published May 16, 2026

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🚨¿Oportunidad o FOMO? Inversiones para 2026 | Miquel Cantenys

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