"Me da VÉRTIGO la VALORACIÓN de la IA" 👉🏻 Entrevista a Pablo Gil

🤔 Are we experiencing a bubble or just a noisy correction? In this interview, Vicente Varó interviews Pablo Gil, an economist and expert in stocks and markets, who analyzes whether the rally at its peak can be sustained and what to do to avoid getting trapped when the "lights go out." 📲 We discuss the concentration in the Magnificent Seven linked to AI and the "circular economy" (chips, models, and the cloud) that could unravel as quickly as it was created. We discuss the parallel with the dot-com bubble: technology is changing the world, but valuations may not hold up for years. 📌 Link to Pablo Gil's "Master Trading" program: https://pablogiltrader.com/formacion/... 🔹 All the information, analysis, and tools on Finect: https://www.finect.com/ 00:00 Introduction 00:45 Are we already in an economic bubble that is about to burst? 03:05 Companies are experiencing downturns, but they continue to invest: why? 05:28 Investors in a time of caution? 08:00 After profits, what has Pablo Gil done with that money? 10:30 Very high valuations and the party seems to continue: how to manage this dilemma? 13:50 The importance of investing according to your risk profile 15:55 The crypto flash crash: where was Pablo Gil? 18:06 Is gold a scary asset? 20:00 What is the minimum percentage an investor should have in gold and silver? 22:35 Central banks, fiscal policy... where will all this end? 26:55 Profitability and risk go hand in hand 29:06 Should you hedge your currency in dollars today or not? #bubble #stock market #finance #finect #ia #markets #economy #pablogil