El DÓLAR NO TIENE REEMPLAZO, pero el SISTEMA EMPIEZA a CRUJIR | #QuéHacemosConLosPesos con José Bano

Don't forget to SUBSCRIBE and TURN ON NOTIFICATIONS! 👉 how.ly/oQse30soKU2Can the United States sustain its debt because the dollar has no substitute? Fiscal deficit, interest rates, Bitcoin, commodities, artificial intelligence, and two portfolios with global and Argentine opportunities. 📌 CHAPTERS 00:00 US Debt: Why the System Still Holds 04:36 Fiscal Deficit: Is the United States Spending Too Much or Collecting Too Little? 08:17 Artificial Intelligence: The New Competition for Capital 11:03 Dollar: Why It Remains the Dominant Currency 12:50 Bitcoin: Store of Value or Monetary Hedge? 18:52 Weak Dollar: Opportunities in Oil and Agricultural Commodities 20:52 Rates in 2027: The Risk of Record Financing Demand 25:39 Federal Reserve: When Could It Raise Rates Again? 30:24 Google, Nvidia, Micron, and Constellation Energy: A Tech Portfolio 33:09 Quantum Computing: Investment Opportunities and Risks 40:02 Alibaba, Nubank, Jumia, IREN, and NIO: A High-Risk Global Portfolio 48:18 IREN: From Bitcoin Mining to Data Centers 54:52 Argentina: Economic Activity, Elections, and Stimulus Measures 1:02:02 Argentine Bonds: Is the Risk Still Worth It? 1:09:55 Pampa, TGS, Vista, Adecoagro, Loma Negra, Galicia, and Mercado Libre José Bano, José Siaba Serrate, Alejandro Bianchi, and Andrés de Aquino Vicente, from ABC Bursátil, analyze the United States' debt, the fiscal deficit, long-term interest rates, and the international relevance of the dollar. Their conclusion is that there is currently no replacement with the same financial depth and institutional credibility; therefore, the imbalance may persist, although it will have to be corrected through one of the available avenues. The program also evaluates Bitcoin, stablecoins, oil, and commodities in light of the dollar's weakness. In artificial intelligence, they compare Nvidia, Micron, Google, Constellation Energy, IBM, and IREN, and present a global portfolio featuring Alibaba, Nubank, Jumia, and NIO. For Argentina, they discuss economic activity, elections, capital controls, and sovereign bonds, as well as selective opportunities in Pampa Energía, TGS, Vista, Adecoagro, Loma Negra, Grupo Galicia, and Mercado Libre. 💸 Knowing what happened isn't enough. Learn to decide what to do with your money. Check out our upcoming courses 👉 httpeafp.com.ar/cursosWhat Do We Do With Our Money? Live every Tuesday at 6:30 PM. Economics, markets, and investments with experts. 📩 Contact: info@mundodinero.com.ar 📲 Instagram: @MundoDineroTV Don't miss it! #UnitedStates #Dollar #Debt #FederalReserve #InterestRates #ArtificialIntelligence #MagnificentSeven #Nvidia #Google #Micron #IBM #QuantumComputing #Bitcoin #Stablecoins #Commodities #EmergingMarketStocks #ArgentineBonds #CountryRisk #RIGI #CapitalControls #MoneyWorld