Revolution Daily
Javier MorodoRevolution Daily es un podcast de interpretación estratégica para inversionistas: una lectura diaria en audio que transforma noticias en tesis, volatilidad en contexto y movimientos de mercado en criterio patrimonial. javiermtzmorodo.substack.com
| Publishes | Daily | Episodes | 23 | Founded | 15 days ago |
|---|---|---|---|---|---|
| Language |  Spanish | Categories | Business NewsBusinessNews | ||
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Latest Episodes
El fuego que nadie quería ver
El mercado celebraba semanas de rally como si la guerra con Irán fuera un dato de fondo. Hoy la realidad cobró factura: inflación en 3.8% anual en Estados Unidos, el nivel más alto desde 2023; gasolina subiendo 5% en ab... more
El petróleo del siglo XXI ya tiene nombre
El mercado sigue leyendo la IA como una historia de software. Nvidia sube, los Magnificent Seven acaparan titulares y todos hablan de modelos. Nadie está poniendo precio a lo que realmente escasea: electrici... more
Todo apunta al alza
El mercado lleva semanas leyendo la debilidad del dólar como señal de deterioro macroeconómico. Es la lectura equivocada. Los fundamentos son sólidos: nóminas de abril en 80,000, desempleo en 4.3%, inflación que presiona. Lo que ... more
El mercado celebra lo que debería temer
El S&P 500 bate récords con utilidades corporativas creciendo 26% y el mercado laboral sólido. El consenso lee esto como señal de salud. Está equivocado. Una economía fuerte con petróleo en $100 dólares por ba... more
Entendiendo lo que no está leyendo ¿o al revés?
El mercado celebra hoy como si el posible acuerdo entre Estados Unidos e Irán resolviera el problema estructural que ya está instalado. No lo hace. El Índice Global de Presiones en la Cadena de Suminis... more
La ilusión del trimestre perfecto
El mercado celebra como si todo estuviera resuelto. AMD bate estimados, los semiconductores rebotan, el S&P 500 toca nuevos máximos. La narrativa dominante dice que la IA está ganando y que los riesgos de recesión q... more
El mercado que cree que entiende la deuda de Estados Unidos
El consenso está mirando tres cosas a la vez y sin conectarlas: el anuncio de Amazon en logística, los números de Palantir, el rally cripto. El mercado las trata como eventos separados. Err... more
El mercado festeja. Yo me preocupo.
El mercado está procesando los datos de hoy como si fueran dos noticias distintas: el PIB creció 2%, la inflación subió a 3.3%. Celebra lo primero, teme lo segundo. Error de marco. Lo que realmente ocurrió es que ... more
Key Facts
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #54 |  Colombia/Business |
Apple Podcasts | #90 |  Mexico/Business |
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Listeners, social reach, demographics and more for this podcast.
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| Professions | Age Range | Household Income | |||
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Revolution Daily launched 15 days ago and published 23 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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