Il podcast settimanale de “Il Rosso e il Nero”, la rubrica di strategia d’investimento a cura di Alessandro Fugnoli, Strategist di Kairos. Per non perdere tutti gli aggiornamenti di Kairos, iscriviti alla sezione Approfondimenti del sito www.kairospartners.com
Publishes | Weekly | Episodes | 192 | Founded | 4 years ago |
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Language | Number of Listeners | Categories | BusinessInvestingManagement |
Non c’è fuga dall’America e non c’è l’ombra di recessione. L’intelligenza artificiale è il fattore di traino della crescita ma anche il suo punto di vulnerabilità. Il taglio dei tassi tra rischi di surriscaldamento e assicurazione contro battute a vu... more
Altro che recessione. Con i tagli dei tassi e il dollaro più debole, l’economia americana non avrà problemi e rischierà quel surriscaldamento che Trump dice di volere. E’ uno scenario ancora positivo per le borse, più incerto per i bond lunghi
Non si può costruire una rete infinita di ferrovie. Si può però sognare un’espansione senza limiti dell’Intelligenza Artificiale. Per questo la bolla sull’AI ha più spazio, soprattutto se è accompagnata da una Fed ammorbidita e da un’inflazione per o... more
Bloccate per via giudiziaria tutte le iniziative di Trump, inclusi i dazi. Perché i mercati sembrano non curarsene? In un clima di inflationary boom, meglio le azioni dei bond lunghi.
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Apple Podcasts | #24 |
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Il Rosso e Il Nero launched 4 years ago and published 192 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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