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Money Talks: El otro lado de la moneda cover

Money Talks: El otro lado de la moneda

Walter Buchanan, CFA & Luis Gonzali, CFA

Finanzas Irracionales

Finanzas Irracionales

¿Está estallando la burbuja de IA?

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Episodios

¿Está estallando la burbuja de IA? 20 Oct 2026

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Alineación de la IA: lo que acordaron la Casa Blanca, OpenAI, Anthropic y compañía 12 Oct 2026

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¿Cuándo va a bajar el petróleo? se terminó el exilio 05 Oct 2026

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¿Cuándo es buen momento para invertir? 06 Jul 2026

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Fertilizantes, IA y surveillance state 29 Jun 2026

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Sobre alarmas de burbuja y lo que las cifras dicen del apocalipsis laboral 22 Jun 2026

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Mythos sale al mercado! y el gobierno pide que lo retiren! 15 Jun 2026

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Anthropic advierte sobre la IA que se construye a sí misma 08 Jun 2026

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La ley de Goodhart 01 Jun 2026

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OpenAI prepara su IPO, Anthropic la sigue rompiendo, 28.5 trillones de mercado para SpaceX! 25 May 2026

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SpaceX, el IPO más grande del mundo! 18 May 2026

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La IA no viene por tu chamba, viene por tu cerebro 🧠 11 May 2026

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¿Cuánto aguantará Irán? Google la está rompiendo, buenos reportes de empresas, Musk vs Altman 04 May 2026

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Powell vence! Google y Antrhopic, los planes del ingeniero Musk, cosas lamentables 27 Apr 2026

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Remembranza puntocom, earnings season, !no son concientes ptm! el estrecho de Schrödinger 20 Apr 2026

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Irán no encuentra las minas, IPO de SpaceX, Mag 7 se ampliará? la próxima gran burbuja 13 Apr 2026

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Ganar sin abrir el estrecho, altos clasemedieros, direccionalidad 06 Apr 2026

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Estamos en "corrección", sigue siendo un volado, momento tabaco para redes sociales 30 Mar 2026

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Sigue el desmadre de Irán y el petróleo, Bezos apuesta al mundo físico, bye Metaverso 23 Mar 2026

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Sigue la alerta por precio de petróleo, los modelos escupen las mismas cosas y el sueño de Sam 17 Mar 2026

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¿Que nos depara con el alza en el precio del petróleo? Y Claudio va a terapia 09 Mar 2026

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Bear porn! Contra de Citadel, Dorsey despide a la mitad 02 Mar 2026

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La Suprema Corte anula los aranceles & ¿Cuánto cuesta tener un agente de IA? 23 Feb 2026

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¿La IA nos quitará el trabajo? ¿O más bien la capacidad de pensar? 16 Feb 2026

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¿Qué hay de nuevo? Netflix, consolidación de medios, Kitkat, Trump Media, hasta pronto Paco 🥲 08 Dec 2025

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Qué hay de nuevo! Adolescentes e IA, La Burbuja, Deshipotecación de EUA 01 Dec 2025

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¿Qué hay de nuevo? A la horca! la mejor plática de sesgos, analistos políticos, el deal de 300 mil, Nvidia, intradía 24 Nov 2025

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¿Qué hay de nuevo? la guerra del ingenio, el maremoto que se viene, The Blob 17 Nov 2025

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¿Qué hay de nuevo? el trade que no salió, Musk feliz, Banxico, inflación, compus cuánticas, burócratas, OpenAI=freeAI 10 Nov 2025

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¿Qué hay de nuevo? CZ, Crypto, el mejor VC, el risk taker favorito de Paco, lloremos 03 Nov 2025

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Qué hay de nuevo? Elon, Private Equity, AWS y la nube, los humanos nos adaptamos 27 Oct 2025

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¿Qué hay de nuevo? Deal de OpenAI, Burbuja de Inteligencia Artificial, China y Oro 20 Oct 2025

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¿Qué hay de nuevo? Deal de OpenAI, Burbuja de Inteligencia Artificial, China y Oro 13 Oct 2025

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Qué hay de nuevo! OpenAI, Mercados bursátiles, Government Shutdown, Trump & Xi, TrumpRx 06 Oct 2025

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¿Qué onda con la compra de Electronic Arts? 01 Oct 2025

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Qué hay de nuevo! Comey, Transparencia radical, Trump en la ONU, Oro en China 29 Sep 2025

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¿Qué hay de nuevo? Narconomics. Virus. Minería del espacio. El boom (no burbuja) de la IA 22 Sep 2025

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Qué hay de nuevo! Presupuesto 2026 de México, Tech, PEMEX, Huachicol fiscal 15 Sep 2025

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Qué hay de nuevo! Política de la nostalgia, empleo en EUA, un logro más de la 4T 08 Sep 2025

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Todo lo que necesitas saber sobre prevención de lavado de dinero 03 Sep 2025

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Qué hay de nuevo! Lisa Cook, Trump, Magnificent 7, empatía y cortisol 01 Sep 2025

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Que hay de nuevo! coníferas, ruidos de 3er mundo, item nuevo al cofre de hedges, no falta la IA ;) 25 Aug 2025

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Qué hay de nuevo! China. Pobreza en México. Magnificent 7 y conglomerados; cómo invertir 18 Aug 2025

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Qué hay de nuevo! Aplicaciones laborales, AT&T en México, Banxico 11 Aug 2025

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¿Qué hay de nuevo? Datos macroeconómicos en EUA, Inteligencia artificial, análisis vs. opinion 04 Aug 2025

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¿Qué hay de nuevo? Sydney, Elon, Bancos en México, Powell, Aranceles 28 Jul 2025

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Apoyo extraordinario a PEMEX (Julio de 2025) 23 Jul 2025

Walter y Francisco comentan la operación de apoyo extraordinario a PEMEX por parte del gobierno federal anunciada el 22 de julio de 2025 ________________________________________________________________________________________________ Distribuido por: Genuina Media Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

¿Qué hay de nuevo? Epstein, Datos económicos de EUA, Inteligencia artificial 21 Jul 2025

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El destino de Jerome Powell y las tasas de interés 16 Jul 2025

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¿Qué hay de nuevo? Elon, Alexis de Tocqueville, Mag 7 14 Jul 2025

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