{"id":11457,"date":"2024-07-15T09:18:36","date_gmt":"2024-07-15T07:18:36","guid":{"rendered":"https:\/\/barcelonafinanceschool.com\/podcast-la-gestio-de-carteres-i-els-fonaments-macro\/"},"modified":"2024-07-15T09:26:52","modified_gmt":"2024-07-15T07:26:52","slug":"podcast-gestio-carteres-fonaments-macro","status":"publish","type":"post","link":"https:\/\/barcelonafinanceschool.com\/ca\/podcast-gestio-carteres-fonaments-macro\/","title":{"rendered":"Podcast | La gesti\u00f3 de carteres i els fonaments macro"},"content":{"rendered":"<p class=\"wp-block-paragraph\">En aquest \u00faltim episodi previ a l&#8217;estiu, ens submergim de ple en el fascinant i complex m\u00f3n de <strong>la gesti\u00f3 de carteres amb un enfocament de fonaments macroecon\u00f2mics.<\/strong> En una era on la volatilitat i la incertesa s\u00f3n constants en els mercats financers, resulta crucial comprendre les variables que realment influeixen en la presa de decisions a llarg termini.<\/p><p class=\"wp-block-paragraph\">Quines s\u00f3n les <strong>variables fonamentals<\/strong> que haur\u00edem d&#8217;analitzar per a produir un diagn\u00f2stic prec\u00eds a 5-10 anys vista? En aquesta sessi\u00f3, explorem aspectes clau com el creixement econ\u00f2mic, les taxes d&#8217;inter\u00e8s, la inflaci\u00f3, i les pol\u00edtiques fiscals i monet\u00e0ries, que s\u00f3n fonamentals per a construir una visi\u00f3 robusta i sostenible de les inversions a llarg termini. Analitzar aquests factors ens permet anticipar possibles escenaris econ\u00f2mics i ajustar les nostres estrat\u00e8gies d&#8217;inversi\u00f3 en conseq\u00fc\u00e8ncia.<\/p><p class=\"wp-block-paragraph\">Tamb\u00e9 abordem <strong>la influ\u00e8ncia de les expectatives en el nostre futur i en la predicci\u00f3 d&#8217;aquest.<\/strong> Les expectatives dels inversors, tant racionals com irracionals, poden tenir un impacte significatiu en els preus dels actius i en la volatilitat del mercat. Entendre com es formen aquestes expectatives i com poden canviar en resposta a noves dades o esdeveniments \u00e9s essencial per a navegar els mercats amb \u00e8xit.<\/p><p class=\"wp-block-paragraph\">Un altre punt cr\u00edtic que discutim \u00e9s com <strong>calibrar el trade-off entre rendibilitat i risc.<\/strong> La gesti\u00f3 de carteres no \u00e9s sol sobre maximitzar els guanys, sin\u00f3 tamb\u00e9 sobre gestionar els riscos de manera efectiva; per aquesta ra\u00f3, explorem tamb\u00e9 diverses estrat\u00e8gies per a equilibrar aquests dos aspectes.<\/p><p class=\"wp-block-paragraph\">Per a aprofundir en aquests temes complexos i aportar una perspectiva experta, comptem amb la participaci\u00f3 de <strong>David Cano Mart\u00ednez, Soci Director de AFI Inversiones Financieras Globales.<\/strong> Amb la seva vasta experi\u00e8ncia i coneixements en la gesti\u00f3 d&#8217;inversions, David ens ajudar\u00e0 a llan\u00e7ar una mica de llum sobre aquestes q\u00fcestions cr\u00edtiques.<\/p><iframe style=\"border-radius:12px\" src=\"https:\/\/open.spotify.com\/embed\/episode\/2xkiz6YJZIDNlA0lNFf3zi?utm_source=generator\" width=\"100%\" height=\"352\" frameborder=\"0\" allowfullscreen=\"\" allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\"><\/iframe><p class=\"wp-block-paragraph\">Ja pots escoltar-nos i seguir-nos a: <a href=\"https:\/\/open.spotify.com\/episode\/2xkiz6YJZIDNlA0lNFf3zi?si=743935ebf2334b2f\">Spotify<\/a>, <a href=\"https:\/\/go.ivoox.com\/rf\/131625318\">Ivoox<\/a> i\u00a0<a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/22-la-gesti%C3%B3n-de-carteras-y-los-fundamentos-macro-david-cano\/id1706305435?i=1000662251757\">Apple Podcasts<\/a><\/p><p class=\"wp-block-paragraph\">Gr\u00e0cies per escoltar Be finance! Si vols posar-te en contacte amb nosaltres o resoldre algun dubte, escriu-nos a befinance@bfs-ief.com<\/p>","protected":false},"excerpt":{"rendered":"<p>En aquest \u00faltim episodi previ a l&#8217;estiu, ens submergim de ple en el fascinant i complex m\u00f3n de la gesti\u00f3 de carteres amb un enfocament de fonaments macroecon\u00f2mics. En una era on la volatilitat i la incertesa s\u00f3n constants en els mercats financers, resulta crucial comprendre les variables que realment influeixen en la presa de [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":11459,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[105],"tags":[84,164,112],"class_list":["post-11457","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podcast-ca","tag-finanzas-ca","tag-gestio-carteres","tag-inversio"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Podcast | La gesti\u00f3 de carteres i els fonaments macro - Barcelona Finance School<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/barcelonafinanceschool.com\/ca\/podcast-gestio-carteres-fonaments-macro\/\" \/>\n<meta property=\"og:locale\" content=\"ca_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Podcast | La gesti\u00f3 de carteres i els fonaments macro - Barcelona Finance School\" \/>\n<meta property=\"og:description\" content=\"En aquest \u00faltim episodi previ a l&#8217;estiu, ens submergim de ple en el fascinant i complex m\u00f3n de la gesti\u00f3 de carteres amb un enfocament de fonaments macroecon\u00f2mics. 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