Aplicar la Escuela Austríaca a la inversión real ¿La IA puede ser una burbuja? | Juan Huerta de Soto

💶 Apúntate a la presentación online y en directo del Máster Ejecutivo en Análisis Financiero y Gestión Patrimonial de VisualBusiness y Value School, el 8 de septiembre a las 19h (hora Madrid) 👉 https://bit.ly/JRRxMasterVBVS

💬 ¿Crees que la Inteligencia Artificial está creando una burbuja en los mercados o justifica sus valoraciones?

En este análisis en profundidad, Juan Ramón Rallo conversa con Juan Huerta de Soto, analista en Cobas Asset Management e hijo del referente académico Jesús Huerta de Soto.

A lo largo del diálogo, se analiza cómo trasladar el marco teórico de la Escuela Austríaca de Economía a la práctica del Value Investing real.

Se desmonta el mito de la Teoría de los Mercados Eficientes y la volatilidad como medida de riesgo, profundizando en conceptos clave como la eficiencia dinámica, la estimación subjetiva de valor y el margen de seguridad frente a la incertidumbre inerradicable.

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