Podcast
Explore the various podcast topics you can listen to comfortably, wherever you are.
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Young people and the challenge of artificial intelligence
05/04/2026 Weekly analysis
If there is one group that will experience the artificial intelligence revolution with particular intensity, it is young people, who are facing a radical shift in the way human capital has been built up over the centuries.
Towards a more industrial, more capital-intensive and much more geopolitical world
05/11/2026 Weekly analysis
For decades, much of the economic and financial consensus assumed that the world was moving towards a leaner, more digital economy that was less dependent on traditional industrial structures. Globalization, the internet and the dominance of software seemed to point toward a model where value would increasingly reside in data, platforms and intangible assets, while industrial capacity lost relative relevance compared to efficiency, human capital and technological innovation. However, the events of recent years are rapidly dismantling that view.
Equities in April, in good shape
Podcast
05/06/25 Monthly analysis
We analyze what drives this strength and why keeping emotions in check remains key when investing.
05:45
Customer service and AI: chatbots
AI-powered chatbots enable small and medium-sized businesses to automate customer service, speeding up responses and freeing up time while maintaining the value of human interaction.
It works and it's not so expensive anymore
04/27/2026 Weekly analysis
The divergence we are seeing within global stock markets is as striking as it is revealing. We are not facing a market that rises or falls uniformly, but a market that is beginning to fracture: technology is advancing rapidly, while the rest of the sectors are feeling the impact of the Iran war.
05:15
How AI can help an SME with its finances
For an SME, integrating AI-based solutions does not necessarily involve large investments or technical complexities, but rather adopting tools that allow working more efficiently, reduce risks, and improve the quality of the information used to make decisions.
04:31
What are custom GPTs and AI Agents?
Discover how AI agents and GPTs themselves, although they may seem similar, perform different functions and respond to different needs.
05:10
What are LLMs, NLPs, and ChatGPT?
Concepts such as LLMs, NLPs, or ChatGPT are the pieces that make it possible for a company to interact with AI in a natural way. Learn about their features and how they can help you.
05:10
Differences between ChatGPT and ChatGPT5
AI tools like ChatGPT have begun to form part of companies' daily operations. Learn about this technological advancement and the differences ChatGPT-5 can bring.
When the market got tired of climbing the stairs
04/20/2026 Weekly analysis
The adage "stock markets tend to go up by the stairs and down by the elevator" is widely used in the investment industry. It makes sense: The increases are built up gradually, as macroeconomic data supports a favorable cyclical situation and corporate profits materialize. However, when an unexpected and potentially systemic event occurs, risk premiums react violently, and the market does not hesitate to "take the elevator" down.
A light at the end of the tunnel
04/06/2026 Weekly analysis
Our view on risk assets remains constructive, although necessarily tempered by a highly uncertain environment in the short term.
Navigating in turbulent times
Podcast
04/09/26 Monthly analysis
Lots of noise and many doubts among investors
Are we looking at 2022 again in terms of fixed income?
03/30/2026 Weekly analysis
Recent behavior in fixed-income markets has once again brought to the forefront a concern that is very much present in investors’ minds: the possibility of reliving a scenario similar to that of 2022.
Volatility or a change of scenery?
March 23, 2026 Weekly analysis
In recent weeks, global equity markets have registered a correction from highs of slightly more than 7%. While it is not a matter to be trivialized, it is not, by any means, exceptional. In fact, if we broaden our focus, these types of drops are part of the normal behavior of the markets.
Beyond the war: the other risks that markets monitor
March 16, 2026 Weekly analysis
In recent weeks the market has begun to pay more attention to another potential risk area: private credit. Recent headlines and comments from some analysts have drawn attention to this segment of the financial system, fueling some concern among investors that the sector’s rapid growth might conceal vulnerabilities similar to those that preceded past financial crises.