Value investing versus la era de la inteligencia artificial con Gonzalo Recarte

🗓️ Sign up for the presentation (live and online via Zoom) of the University Specialization Course in Multimarket Investment and Diversification from Visual Business School: https://bit.ly/VisualInversionxJRR 💬 Do you think value investing has a future with AI or will it become obsolete? Let me know in the comments. In this interview with Gonzalo Recarte, CEO of Cobas Asset Management and founder of Value School, we analyze whether value investing as an investment philosophy still makes sense in a world dominated by AI. We discuss how artificial intelligence is changing the analysis process, the search for competitive advantages (moats), the erosion of traditional business models, and whether we are truly facing a new industrial revolution that renders classic value metrics meaningless. Gonzalo also explains why Cobas isn't investing in the major AI tech companies and what opportunities they are finding outside of that narrative. 👍 Like if you found the conversation interesting 🛎️ Subscribe for more interviews about investing and markets Support the continuation of this channel on: Patreon:   / juanrallo   YouTube: https://www.youtube.com/juanrallo/join Laissez Faire Shop 👕: https://laissez-faire.es Secondary YouTube Channel:    / @juanrallo2   Twitch:   / juanrallo   PayPal: https://bit.ly/2VEQ4QF Facebook: https://tinyurl.com/y4olp4qx #ValueInvesting #ArtificialIntelligence #Investing #AI #Value #Cobas #JuanRamónRallo