La CLAVE para Invertir Mejor Está en Entender el Ciclo Económico
🎙️ Listen to the Full Episode: • Cómo Encontrar JOYAS Ocultas ANTES de que ... Quim Abril explains that each phase of the economic cycle has its own indicators (LEI, PMI, unemployment, interest rates, inflation, inventories) that help determine whether the economy is in recovery, expansion, or its final phase. But he insists that markets anticipate these changes: the key is not to look at the published data, but to understand what the market is pricing in. In fact, when a recession is officially confirmed, the market is usually already looking toward the next recovery. That's why he believes the best indicator for anticipating it is long-term interest rates, which reflect market expectations and not the Fed's direct decisions. This is how he manages his fund: first, he analyzes the economic and monetary cycle, then he chooses the sectors with the best prospects, and finally, he looks for specific companies that will benefit from that environment. In their current view, Europe is recovering and the United States is in the final stage of the cycle, although it is still too early to know whether a recession or a new recovery is coming. Rational Investment: 🔗 Learn to invest like a pro with our advanced course: https://www.inversionracional.com/cur... Start investing with MEXEM and save on fees: ✅ LINK to open your free MEXEM account and receive community benefits 👉🏼 https://bit.ly/Mexem_IR ➤ Spanish-language support phone number for customers in Spain: +34 919492924 ➤ List of countries where MEXEM is available: Spain, Andorra, Mexico, Dominican Republic, Costa Rica, Chile, Argentina, Uruguay, Peru, Colombia, Ecuador, El Salvador, Guatemala, Nicaragua, Paraguay. 📝 Episode notes and bibliography here: https://www.inversionracional.com/pod... 📌 Don't forget to subscribe and leave your recommendations in the comments!

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