¿Cartera en 'modo verano'? ¿Qué hacer antes de desconectar? 🎙️ Finect Alpha

We've reached the start of the summer holidays with stock markets at record highs, euphoria soaring… and at the same time, investors are increasing their cash flow. Is it time to take a step back, rebalance, or let your portfolio run before switching off? We're wrapping up the season by analyzing this with Jorge González (Tressis) and Jaime Martínez (BBVA AM). This episode is sponsored by Amundi, a leading European asset manager offering a full range of investment solutions to earn your trust every day. EPISODE RECOMMENDATIONS: ✅ Jorge brings the book "The Climate Casino" 📌https://www.casadellibro.com/libro-el... ✅ Jaime brings a Financial Times article about Trump's stock transactions since taking office 📌 https://www.ft.com/content/9067f454-a... 👇🏻 Subscribe to Finect Plus and enjoy exclusive content, advanced tools, and investor benefits. No commitment required, and cancel anytime. 📌 https://www.finect.com/servicios/fine... LET'S GET STARTED! This content may be considered marketing material. It does not constitute investment advice or a recommendation. All investments carry risks, and past performance is not indicative of future results. 🔹 All information, analysis, and tools are available at Finect: https://www.finect.com #Investment #FinancialMarkets #StockMarket #InvestmentStrategy #FinectAlpha 00:00 - Introduction 03:30 - Guest Recommendations 08:15 - Stock Markets at Highs: Healthy Euphoria or Caution? 11:30 - Fixed Income and Money Market Insights 21:25 - Inflation and Fed Outlook 25:30 - The Role of the Dollar and Hedging Strategies 28:50 - Asset Rotation and Small Caps 37:05 - Gold as a Safe Haven: Is Now the Time to Buy? 41:20 - Key Alerts to Watch for This Summer