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All Episodes

Market Insights — 331 episodes

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Title
1

Nvidia Duplica Ingresos, CrowdStrike Acelera y Salesforce Busca Reinventarse

2

Inflación y Consumo, Intuit Tropieza, Amazon Reordena

3

Weekly Updates from the CIO Office (08.25.26)

4

DICK'S Bajo Presión, Scotiabank Supera Expectativas, BMO Sólido

5

Alibaba Invierte en AI, Shein Sale a Bolsa y Aranceles a Canadá

6

Ross Acelera, BJ's Bate Membresías y Samsung Reparte Caja

7

$40 billones de deuda en EEUU y los reportes de Walmart y Alibaba

8

Moderna y Merck: la Vacuna que Ilusiona a Wall Street

9

Weekly Updates from the CIO Office (08.18.26)

10

Home Depot, Baidu y el Riesgo Geopolitico del Crudo

11

Anthropic Rompe Récords, China y Japón se Desaceleran y Nvidia apuesta por SB Energy

12

Ucrania, Applied Materials y un Consumo en Alerta

13

Déficit Récord, PPI y el Plan de Expansión de SK Hynix

14

Ganancias de IA y CPI: Super Micro y CoreWeave

15

Weekly Updates from the CIO Office (08.11.26)

16

Intel, Nvidia y OpenAI: Capital en Direcciones Opuestas

17

¿Quién Aguanta Más? US vs. Irán y Berkshire Vuelve a Comprar

18

La Fed En La Mira Tras Un Dato De Empleo Flojo

19

¿Por Qué Superar las Expectativas Ya No Basta?

20

AMD, SpaceX y Eli Lilly: Tres Gigantes que Están Moviendo el Mercado

21

Weekly Updates from the CIO Office (08.04.26)

22

Palantir y Caterpillar: El Motor de los Centros de Datos

23

Resultados Sólidos, Fusión Récord y Rescate del Yen

24

Amazon se Dispara y Apple Tropieza: Dos Caras del Mercado

25

Meta se Desploma y Microsoft Rebota: el Precio de la IA

26

Seagate, Visa y Ford: Qué Revelan Sus Resultados

27

Weekly Updates from the CIO Office (07.28.26)

28

Ganar Más Moviendo Menos: la Nueva Estrategia de UPS

29

CXMT se Dispara ~460%: Entusiasmo o Burbuja de Memoria

30

Resultados de Intel, Oracle Firma con el Pentágono y Aranceles Permanecen

31

Google, Tesla, IBM y ServiceNow: Cuatro Apuestas de IA

32

AT&T, Super Micro y TSMC: Qué Analizar Detrás de los Titulares

33

Weekly Updates from the CIO Office (07.21.26)

34

Nvidia y Nebius: Socio de sus Propios Clientes

35

Un Mundo de Recursos Escasos: Energía, Alimentos y Computación

36

Netflix Decepciona, Asia Corrige, Alcoa Sorprende: Viernes de Contrastes

37

Entre Chips, Aranceles y Consumo: las Claves del Mercado Hoy

38

Inflación, Chips Imparables y una Oferta Sorprendente por PayPal

39

Weekly Updates from the CIO Office (07.14.26)

40

Inicia la Temporada de Resultados con los Grandes Bancos

41

Un Lunes de Conflicto, Demandas y Resultados Corporativos

42

Delta Enfrenta al Petróleo y una Temporada Clave de Reportes Corporativos

43

PepsiCo Baja Precios, AstraZeneca Pierde Credibilidad y la Fed Dividida

44

Geopolítica y Tecnología la Semana en que Todo se Conecta

45

Weekly Updates from the CIO Office (07.07.26)

46

DeepSeek Desafía a Nvidia con su Propio Chip

47

Tres Frentes: OPEP+, Nvidia y Lockheed Martin

48

Empleo, Meta Entra a la Nube y el Futuro del USMCA

49

Recapitulación de Mitad de Año: Superciclo de Memoria, Oro y Cripto

50

Weekly Updates from the CIO Office (07.01.26)

51

Rocket Lab y la Ola de Fusiones Satelitales que Llega a los Mercados

52

Ormuz, Gemini y Comcast: Los Temas Que Abren Esta Semana

53

Insigneo Quarterly Call - Q3 2026

54

Llamada Trimestral T3 2026 de Insigneo

55

Apple, Microsoft y SoftBank: la IA Llega al Bolsillo del Consumidor

56

Resultados Récord de Micron y Señales Macro: ¿Qué Esperar del Mercado?

57

Apollo, FedEx, SK Hynix y Meta: Señales del Mercado Actual

58

Weekly Updates from the CIO Office (06.23.26)

59

El Precio de la IA: Tecnología Bajo Presión en Wall Street

60

Legado de Greenspan y Colombia Gira a la Derecha

61

Warsh y la Fed: Sorprenden con un Giro más Duro

62

El Gasto Resiste la Gasolina, SpaceX, e Intel se Reinventa

63

Weekly Updates from the CIO Office (06.16.26)

64

Bancos Centrales Deciden Tasas, Nvidia Decide Pedir Prestado

65

Acuerdo con Irán, la Fed y SpaceX: la semana que nadie puede ignorar

66

SpaceX debuta en bolsa: el IPO más grande de la historia

67

Guerra Contenida, ¿Por Qué Cayó Oracle? e Inflación al Productor

68

Conflicto e Inflación: Dos Fuerzas Que Mueven Los Mercados Hoy

69

Weekly Updates from the CIO Office (06.09.26)

70

Primer Espresso: un viernes histórico y el IPO del siglo con SpaceX

71

Weekly Updates from the CIO Office (06.02.26)

72

Weekly Updates from the CIO Office (05.26.26)

73

Weekly Updates from the CIO Office (05.19.26)

74

Weekly Updates from the CIO Office (05.12.26)

75

Weekly Updates from the CIO Office (05.05.26)

76

Weekly Updates from the CIO Office (04.28.26)

77

Weekly Updates from the CIO Office (04.21.26)

78

Weekly Updates from the CIO Office (04.14.26)

79

Weekly Updates from the CIO Office (03.31.26)

80

Weekly Updates from the CIO Office (04.07.26)

81

Llamada Trimestral de Insigneo - 2026 T2

82

Insigneo Quarterly Call - Q2 2026

83

Weekly Updates from the CIO Office (03.25.26)

84

Weekly Updates from the CIO Office (03.17.26)

85

Weekly Updates from the CIO Office (03.10.26)

86

Weekly Updates from the CIO Office (03.03.26)

87

Weekly Updates from the CIO Office (02.24.26)

88

Weekly Updates from the CIO Office (02.17.26)

89

Weekly Updates from the CIO Office (02.10.26)

90

Weekly Updates from the CIO Office (02.03.26)

91

Weekly Updates from the CIO Office (01.27.26)

92

Weekly Updates from the CIO Office (01.20.26)

93

Weekly Updates from the CIO Office (01.13.26)

94

Llamada Trimestral T1 2026 de Insigneo

95

Insigneo Q1 Quarterly Call 2026

96

Weekly Updates from the CIO Office (01.6.26)

97

Weekly Updates from the CIO Office (12.16.25)

98

Weekly Updates from the CIO Office (12.9.25)

99

Weekly Updates from the CIO Office (12.2.25)

100

Weekly Updates from the CIO Office (11.27.25)

101

Weekly Updates from the CIO Office (11.18.25)

102

Weekly Updates from the CIO Office (11.11.25)

103

Raúl Henríquez on Insigneo’s Vision & Latin DNA

104

Weekly Updates from the CIO Office (11.04.25)

105

Weekly Updates from the CIO Office (10.28.25)

106

Weekly Updates from the CIO Office (10.14.25)

107

Weekly Updates from the CIO Office (10.07.25)

108

Insigneo Quarterly Call - Q4 2025

109

Llamada Trimestral de Insigneo - T4 2025

110

Weekly Updates from the CIO Office (09.30.25)

111

Weekly Updates from the CIO Office (09.23.25)

112

Weekly Updates from the CIO Office (09.16.25)

113

Weekly Updates from the CIO Office (09.09.25)

114

Weekly Updates from the CIO Office (09.02.25)

115

Weekly Updates from the CIO Office (08.26.25)

116

Weekly Updates from the CIO Office (08.19.25)

117

Weekly Updates from the CIO Office (08.12.25)

118

Weekly Updates from the CIO Office (08.05.25)

119

Weekly Updates from the CIO Office (07.29.25)

120

Weekly Updates from the CIO Office (07.22.25)

121

Weekly Updates from the CIO Office (07.15.25)

122

Weekly Updates from the CIO Office (07.08.25)

123

Weekly Updates from the CIO Office (07.01.25)

124

Weekly Updates from the CIO Office (06.24.25)

125

Weekly Updates from the CIO Office (06.17.25)

126

Weekly Updates from the CIO Office (06.10.25)

127

Weekly Updates from the CIO Office (05.27.25)

128

Weekly Updates from the CIO Office (05.20.25)

129

Weekly Updates from the CIO Office (05.13.25)

130

Weekly Updates from the CIO Office (05.06.25)

131

Weekly Updates from the CIO Office (29.04.25)

132

Weekly Updates from the CIO Office (15.04.25)

133

Llamada Trimestral de Insigneo - T2 2025 (Edición Especial)

134

Insigneo Quarterly - Q2 2025 (Special Edition)

135

Weekly Updates from the CIO Office (08.04.25)

136

Weekly Updates from the CIO Office (04.01.25)

137

Weekly Updates from the CIO Office (03.25.25)

138

Weekly Updates from the CIO Office (03.18.25)

139

Weekly Updates from the CIO Office (03.11.25)

140

Weekly Updates from the CIO Office (03.04.25)

141

Weekly Updates from the CIO Office (02.25.25)

142

Weekly Updates from the CIO Office (02.11.25)

143

Weekly Updates from the CIO Office (02.04.25)

144

Weekly Updates from the CIO Office (01.28.25)

145

Weekly Updates from the CIO Office (01.21.25)

146

Llamada Trimestral de Insigneo - T1 2025

147

Insigneo Quarterly Call - Q1 2025

148

Weekly Updates from the CIO Office (01.14.25)

149

Weekly Updates from the CIO Office (12.17.24)

150

Weekly Updates from the CIO Office (12.10.24)

151

Weekly Updates from the CIO Office (12.03.24)

152

Weekly Updates from the CIO Office (11.26.24)

153

Weekly Updates from the CIO Office (11.19.24)

154

Weekly Updates from the CIO Office (11.12.24)

155

Weekly Updates from the CIO Office (11.05.24)

156

Weekly Updates from the CIO Office (10.29.24)

157

Weekly Updates from the CIO Office (10.22.24)

158

Weekly Updates from the CIO Office (10.15.24)

159

Llamada Trimestral de Insigneo - T4 2024

160

Insigneo Quarterly Call - Q4 2024

161

Weekly Updates from the CIO Office (10.01.24)

162

Weekly Updates from the CIO Office (09.24.24)

163

Weekly Updates from the CIO Office (09.17.24)

164

Weekly Updates from the CIO Office (09.10.24)

165

Weekly Updates from the CIO Office (09.03.24)

166

Weekly Updates from the CIO Office (08.20.24)

167

Weekly Updates from the CIO Office (08.13.24)

168

Weekly Updates from the CIO Office (08.06.24)

169

Weekly Updates from the CIO Office (07.30.24)

170

Weekly Updates from the CIO Office (07.23.24)

171

Weekly Updates from the CIO Office (07.16.24)

172

Llamada Trimestral de Insigneo - T3 2024

173

Insigneo Quarterly Call - Q3 2024

174

Weekly Updates from the CIO Office (07.09.24)

175

Weekly Updates from the CIO Office (07.2.24)

176

Weekly Updates from the CIO Office (06.25.24)

177

Weekly Updates from the CIO Office (06.18.24)

178

Weekly Updates from the CIO Office (06.11.24)

179

Weekly Updates from the CIO Office (06.04.24)

180

Speaker Series - Richard Bernstein - Richard Bernstein Advisors

181

Weekly Updates from the CIO Office (05.28.24)

182

Weekly Updates from the CIO Office (05.21.24)

183

Speaker Series - Tamarind Effio

184

Weekly Updates from the CIO Office (05.14.24)

185

Weekly Updates from the CIO Office (05.07.24)

186

Weekly Updates from the CIO Office (04.30.24)

187

Speaker Series - Dan Magnusson & Robert Minter

188

Weekly Updates from the CIO (04.16.24)

189

Speakers Series - Joseph Graham

190

Llamada Trimestral de Insigneo - T2 2024

191

Insigneo Quarterly Call - Q2 2024

192

Weekly Updates from the CIO (04.09.24)

193

Weekly Updates from the CIO Office (04.02.24)

194

Weekly Updates from the CIO (03.26.24)

195

Speaker Series - Art DeGaetano

196

Weekly Updates from the CIO (03.19.24)

197

Weekly Updates from the CIO (03.12.24)

198

Weekly Updates from the CIO (03.05.24)

199

Weekly Updates from the CIO (02.27.24)

200

Weekly Updates from the CIO (02.20.24)

201

Weekly Updates from the CIO (02.13.24)

202

Speaker Series - Patrik Kauffmann

203

Weekly Updates from the CIO (02.06.24)

204

Weekly Updates from the CIO Office (01.30.24)

205

Speaker Series - Ben Hayward

206

Weekly Updates from the CIO (01.23.24)

207

Llamada Trimestral de Insigneo - T1 2024

208

Insigneo Quarterly Call - Q1 2024

209

Weekly Updates from the CIO Office (01.16.24)

210

Weekly Updates from the CIO (01.09.24)

211

Weekly Updates from the CIO (12.19.23)

212

Speaker Series - Brendan Ahern

213

Speakers Series - David Rubenstein

214

Weekly Updates from the CIO (12.5.23)

215

Speakers Series - José Siaba Serrate

216

Weekly Updates from the CIO (11.28.23)

217

Weekly Updates from the CIO (11.21.23)

218

PM Series - Alona Gornick (Churchill)

219

Speaker Series - Tom Harvey (Aberdeen)

220

Weekly Updates from the CIO Office (11.07.23)

221

Weekly Updates from the CIO (10.31.23)

222

Speaker Series - Andrew Opdyke (First Trust)

223

Weekly Updates from the CIO (10.24.23)

224

PM Series - Brett Collins (NCRAM)

225

Speakers Series - Alexander Wright (Apollo)

226

Weekly Updates from the CIO (10.17.23)

227

Weekly Updates from the CIO (10.10.23)

228

Speaker Series - Chris Simard (JP Morgan)

229

Llamada Trimestral de Insigneo - T4 2023

230

Insigneo Quarterly Call - Q4 2023

231

Weekly Updates from the CIO (10.03.23)

232

Weekly Updates from the CIO (09.26.23)

233

Speaker Series - Jacques Marcireau (Rothschild)

234

Weekly Updates from the CIO (09.19.23)

235

Speaker Series - David Albrycht (Virtus)

236

Speaker Series - Benoit Anne (MFS)

237

Weekly Updates from the CIO (09.12.23)

238

Market Commentary - México Lindo y Querido

239

Comentarios de Mercado - México Lindo y Querido

240

Weekly Updates from the CIO (09.05.23)

241

Weekly Updates from the CIO (08.29.23)

242

Speaker Series - François Collet (La Française)

243

Weekly Updates from the CIO (08.22.23)

244

Weekly Updates from the CIO (08.15.23)

245

Weekly Updates from the CIO (08.08.23)

246

Comentarios de Mercado - Actualización del WEO

247

Market Commentary - The IMF’s WEO Update

248

Weekly Updates from the CIO (08.01.23)

249

Weekly Updates from the CIO (07.25.23)

250

Llamada Trimestral de Insigneo - T3 2023 "Latam Focus"

251

Insigneo's Quarterly Call - 2023 Q3 "Latam Focus"

252

Llamada Trimestral de Insigneo - T3 2023

253

Insigneo's Quarterly Call - 2023 Q3

254

Weekly Updates from the CIO (07.11.23)

255

Speaker Series - Gary Rozier from Blue Owl Capital

256

Weekly Updates from the CIO (06.20.23)

257

Weekly Updates from the CIO (06.13.23)

258

Weekly Updates from the CIO (06.06.23)

259

Weekly Updates from the CIO Office (05.30.23)

260

Weekly Updates from the CIO (05.23.23)

261

Weekly Updates from the CIO (05.16.23)

262

Weekly Updates from the CIO Office (05.09.23)

263

Weekly Updates from the CIO (05.02.23)

264

Weekly Updates from the CIO (04.25.23)

265

Llamada Trimestral de Insigneo - T2 2023 "Latam Focus"

266

Insigneo's Quarterly Call - 2023 Q2: "Latam Focus"

267

Weekly Updates from the CIO (04.18.23)

268

Llamada Trimestral de Insigneo - T2 2023 "El auge de los disruptores"

269

Insigneo's Quarterly Call - 2023 Q2 "The Rise of the Disruptors"

270

Weekly Updates from the CIO (04.11.23)

271

Weekly Updates from the CIO (04.04.23)

272

Weekly Updates from the CIO (03.28.23)

273

Note From The CIO - Is there risk of contagion or systemic risk: SIVB 

274

Weekly Updates from the CIO Office (03.14.23)

275

Comentario de Mercado - Marzo 2023: El techo de la deuda: y ahora, ¿qué?

276

Market Commentary - March 2023: The debt ceiling: now what?

277

Weekly Updates from the CIO (03.07.23)

278

De la Oficina del CIO - Recesión: aplazada, mas no cancelada

279

Note from the CIO - Recession Deferred But Not Cancelled

280

Weekly Updates from the CIO (02.28.23)

281

Weekly Updates from the CIO (02.21.23)

282

PM Series - James Johnstone (Redwheel)

283

Weekly Updates from the CIO (02.14.23)

284

Weekly Updates from the CIO (02.07.23)

285

Weekly Updates from the CIO (01.24.23)

286

Speaker Series - Art DeGaetano (Bramshill Investments)

287

Weekly Updates from the CIO (01.24.23)

288

Latam Focus: T1 2023

289

Latam Focus: Q1 2023

290

Llamada Trimestral T1 2023 - Perspectivas 2023: "Una historia en dos partes"

291

Quarterly Call Q1 2023 - Outlook 2023: "A Tale of Two Halves"

292

Weekly Updates from the CIO (12.20.22)

293

Weekly Updates from the CIO (12.13.22)

294

Comentarios de Mercado - Diciembre

295

Market Commentary - December

296

Weekly Updates from the CIO (12.06.22)

297

De la Oficina del CIO - Autopsia post Fed: ¿Qué pasó? ¿Qué cambió?

298

Note from the CIO - Post Fed Autopsy: What Happened? What Changed?

299

Weekly Updates from the CIO (10.25.22)

300

Weekly Updates from the CIO (10.18.22)

301

Weekly Updates from the CIO (10.11.22)

302

Llamada Trimestral 4T 2022 - "Por qué esta vez podría ser diferente"

303

Quarterly Call Q4 2022 - "How This Time May Be Different"

304

Weekly Updates from the CIO (09.27.22)

305

De Santos y Monstruos

306

Of Saints And Monsters

307

Llamada Trimestral Q3 2022 - La palabra con ‘R’: ¿Rebote o Recesión? Esa es la cuestión

308

Quarterly Call Q3 2022 - The “R” Word: Recession or Rebound?

309

Market Commentary

310

Comentarios de Mercado

311

De la Oficina del CIO

312

Note From The CIO

313

Llamada Trimestral 2T 2022 - La venganza de la geopolítica y el auge de la vieja economía

314

Quarterly Call Q2 2022 - The Revenge of Geopolitics & Rise of the Old Economy

315

De la Oficina del CIO

316

Note From The CIO

317

Note From The CIO - The Market Impact of Russian Aggression in Ukraine

318

Quarterly Call Q1 2022 - The Catch-22 in 2022

319

Llamada Trimestral T1 2022 - La Trampa 22 en 2022

320

LATAM and The Effects of Transitory Inflation

321

LATAM y Los Efectos de la Inflacion Transitoria

322

Quarterly Call Q4 - Spanish

323

Quarterly Call Q4 - English

324

Afghanistan and September Fireworks

325

Afganistán y los Fuegos Artificiales de Septiembre

326

Es China un Mercado Emergente o un Mercado Desarollado? Version Español

327

Is China an Emerging Market or a Developed one? English Version

328

Surfacing and Assessing the Mid-Year Landscape

329

How Much is Too Much?

330

Give the Devil the Benefit of Law

331

If you build it, will they come?