NUEVOS CEDEARS: Acciones, REITs y Commodities | #MercadoSinFiltro con José Bano y Lucas Gardiner

Don't forget to SUBSCRIBE and TURN ON NOTIFICATIONS! 👉 how.ly/oQse30soKU2How to invest in markets at record highs without taking unnecessary risks? José Bano and Lucas Gardiner analyze the Nasdaq, fixed income, provincial bonds, Argentine stocks, Nvidia, Globant, and 18 new ADRs (Argentine Depositary Receipts) for stocks, REITs, ETFs, and commodities. 📌 CHAPTERS 00:00 Markets at record highs: how to invest without risking everything 01:29 Current strategy: buy all at once or enter gradually? 03:02 Nasdaq: A Defensive Position Within an Aggressive Portfolio 04:08 Fixed Income: How to Protect and Diversify Your Portfolio 05:54 Provincial Bonds: CABA 2036 and Santa Fe 2034 07:13 Argentine Stocks: Banks, Pampa Energía, and TGS 09:33 BYMA, Loma Negra, and IRSA: Bets for a Recovery 10:26 Risk and Psychology: How to Avoid Emotional Decisions 12:39 Nasdaq and QQQ: Why Patience Can Be Key 15:00 Nvidia, Google, and Microsoft: Opportunities Within AI 16:13 Brazil and Globant: Risk, Volatility, and Potential 17:59 Nvidia, CrowdStrike, and Salesforce: Balance Sheets Under Analysis 22:26 CIBR: How to Invest in the Cybersecurity Sector 23:53 IBB: Exposure to the Future of Biotechnology 27:02 New ADRs: Technology, Energy, and Finance 29:52 REITs: Welltower and Prologis for Real Estate Investments 32:28 Regional ETFs: Canada and Asia-Pacific from Argentina 33:22 Corn, Soybeans, and Commodities: Opportunities and Risks José Bano and Lucas Gardiner explain how to position oneself after the rise in the indices and in the face of more demanding valuations. The proposed strategy combines gradual exposure to the Nasdaq with a significant portion of fixed income, adapted to actual risk tolerance. They also analyze the CABA 2036 and Santa Fe 2034 bonds, as well as Pampa Energía, TGS, banks, BYMA, Loma Negra, and IRSA. The program reviews the financial statements of Nvidia, CrowdStrike, and Salesforce, and evaluates opportunities in Google, Microsoft, and Globant. It also presents new ADRs from SK Hynix, Dell, GE Vernova, Morgan Stanley, and Interactive Brokers. REITs Welltower and Prologis; and ETFs linked to cybersecurity, biotechnology, Canada, Asia-Pacific, soybeans, corn, and commodities. 💸 Knowing what happened isn't enough. Learn to decide what to do with your money. Check out upcoming courses 👉 httpeafp.com.ar/cursosWhat Do We Do With Our Pesos? Live every Tuesday at 6:30 PM. Economics, markets, and investments with experts. 📩 Contact: info@mundodinero.com.ar 📲 Instagram: @MundoDineroTV Don't miss it! #UnfilteredMarket #MoneyWorld #Investments #WhereToInvest #Markets #Finance #Economy #Cedears #Inflation #Stocks #Bonds