El RIESGO TIENE PRECIO: NVIDIA BARATA y MERCADO LIBRE RESISTE | #QueHacemosConLosPesos con José Bano

Don't forget to SUBSCRIBE and TURN ON NOTIFICATIONS! 👉 how.ly/oQse30soKU2How to build a portfolio to be prepared for 2027? José Bano, Gastón Lentini, Damián Vlassich, and Nicolás Sibecas analyze Nvidia, Mercado Libre, Bitcoin, ADRs, Argentine bonds, banks, Pampa Energía, Vista Energy, and election risk. 📌 CHAPTERS 00:00 Markets and Portfolios: How to Prepare for 2027 01:41 Global Market: Technology, Oil, and Fed Rates 05:43 Bitcoin: Buying Levels and a Bullish Scenario 08:05 Soybeans, Corn, and Commodities: New ADRs to Invest In 13:48 Donald Trump, Elections, and Oil: Risks for the Market 18:59 United States: Debt, Rates, and AI Funding 27:03 IOL Inversiones' ADR Portfolio 28:08 Biotechnology: Growth, Hedging, and Correction Risk 31:11 Alphabet and Meta: Valuations and Opportunities 35:39 Brazil: Bradesco, Itaú, and Nubank Before the Elections 38:10 Vista Energy: Exposure to Oil and Vaca Muerta 41:46 Nvidia: A Cheap Stock After the Earnings Report? 42:41 Mercado Libre: Growth, Margins, and Strategy 46:52 McDonald’s and Brazil: Diversification Alternatives 50:31 Argentina 2027: Dollar, Reserves, and Electoral Risk 1:00:00 Bonds 2027, 2028, and 2029: How Much Risk Should You Take? 1:10:35 Local Fixed Income: BOPREAL, AL35, CER, and TAMAR 1:15:24 Argentine Portfolio: Bonds, Pampa, Vista, Transener, and Banks José Bano talks with Gastón Lentini, Damián Vlassich of IOL Inversiones, and Nicolás Sibecas of Inversiones Andinas about building a portfolio for 2027. The program covers Bitcoin, gold, soybeans, corn, oil, US interest rates, and ADRs in biotechnology, Alphabet, Meta, Bradesco, Vista Energy, Nvidia, Mercado Libre, and McDonald’s. In Argentina, the analysis focuses on electoral risk, reserves, the dollar, and the differences between bonds maturing before and after the elections. Portfolios combine BOPREAL, AL35, CER and TAMAR bonds, corporate bonds from Pampa Energía and Vista Energy, Banco Macro, Transener, and regulated stocks. The conclusion is that risk has a price, but each opportunity requires a different time horizon, profile, and volatility tolerance. 💸 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? Every Tuesday at 6:30 PM live. Economics, markets, and investments with experts. 📩 Contact: info@mundodinero.com.ar 📲 Instagram: @MundoDineroTV Don't miss it! . . #Markets #Cedears #Inflation #Stocks #Bonds #Investments #Dollar #Argentina #ArgentineEconomy #Economy #CountryRisk #MoneyWorld #WhatDoWeDoWithPesos