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Keys to the global economy and investment in Artificial Intelligence, with Juan Ramón Rallo

PhD in Economics, Dean of the University of the Hesperides, university professor and essayist

About the speaker: Juan Ramón Rallo

Juan Ramón Rallo is one of the most influential economists, lecturers, and wealth education communicators in the Spanish-speaking world. He holds a PhD in Economics from Rey Juan Carlos University (Extraordinary Award) and dual bachelor's degrees in Economics and Law from the University of Valencia. He currently serves as Dean of the Undergraduate School at the University of the Hesperides and as a professor of economics at IE University, IE Business School, and Francisco Marroquín University.

With an extensive track record in research on monetary theory, macroeconomics, and capital allocation, he is director of the OMMA study center and the author of prolific, landmark essays in economic analysis, such as «Anti-Marx», «A Liberal Revolution for Spain», and «Liberalism: The Ten Basic Principles of the Liberal Political Order». In addition to his university work, he carries out intensive financial education work for retail investors through mass media and high-audience digital platforms.

Economic outlook and investment strategies, with Juan Ramón Rallo

In this episode of Inversión Inteligente, a podcast by ABANCA Inversiones, we interview the renowned economist, professor and communicator Juan Ramón Rallo.
Throughout the conversation, they analyze the global macroeconomic landscape and offer practical insights for individual investors:

Geopolitical uncertainty and protectionism

The evolution of global trade amid the resurgence of protectionist policies and its impact on liberal ideas.

Public debt and inflation

The risks of the accumulation of government debt worldwide and the possibility that central banks may consolidate a structurally higher inflation target (around 3%).

State of the Spanish economy

An assessment of GDP growth against metrics such as per capita income and productivity per employed person.

Artificial Intelligence bubble

An analysis of whether the stock market valuations of tech giants such as NVIDIA are driven by real profits or by market expectations surrounding Generative AI and Artificial General Intelligence (AGI).

Sectors with long-term potential

Investment opportunities in areas such as robotics, biotechnology and the defense sector.

Investment philosophy and cryptoassets

Juan Ramón Rallo's view on Value Investing, Bitcoin’s role as digital gold/safe-haven asset compared with fiat currency, and the fundamental pillar of financial education before making wealth-related decisions.

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The contents of this podcast are for informational purposes only and do not constitute investment, legal, or tax advice, nor an offer of products or services of any kind. The opinions expressed may not be suitable for all investors. Past performance and forecasts do not guarantee future results. Investments involve various types of risk, and it is possible to lose part or all of the invested capital.