El gran peligro de la volatilidad en Tesla y Alphabet: "te dejan fuera de juego". Cadiñanos

The great danger of volatility in Tesla and Alphabet: "It leaves you out of the game." Cadiñanos Juan Enrique Cadiñanos, Global CEO at Bullfy, points out that we are in a summer scenario of decreasing volatility where calm reigns in key assets such as gold—settled around $4,000—while oil seeks to consolidate above $90 per barrel. Regarding the automotive sector, the analyst paints a bleak picture after Volkswagen's 10% operational drop, warning that the company remains overvalued and that its shares could suffer further declines to "€60 or €62 per share," so he concludes emphatically that "I don't think it's a candidate right now to hold in a portfolio." In contrast to the industrial sluggishness, Cadiñanos identifies the banking sector as the true engine of the Spanish market, driven by firms like Sabadell and Bankinter and supported by the ECB's firm stance on inflation. According to the expert, this financial strength "will propel the IBEX 35, which shows no signs of failing to reach all-time highs," contrasting with the extreme turbulence of tech giants like Tesla and Alphabet. He emphasizes that their betas, exceeding 1.3, will cause sharp swings and concludes that "if this volatility worries us, it's best not to hold these types of companies in our portfolios." #danger #volatility #tesla #alphabet #markets #technology #bigtech #AI #stockmarket #investments #economy #interview #intereconomia 📻 You can listen to Radio Intereconomía live on our website: ►https://intereconomia.com/radio/ 🎧 Also on Ivoox ► https://www.ivoox.com/escuchar-online... 🖱 Follow the conversation on social media: 🎞Facebook ►   / radiointerec.  . ✍Twitter ►   / rintereconomia