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business
Hosted by Kairos Partners SGR · business · IT · 234 episodes
Il podcast settimanale de “Il Rosso e il Nero”, la rubrica di strategia d’investimento a cura di Alessandro Fugnoli, Strategist di Kairos. Per non perdere tutti gli aggiornamenti di Kairos, iscriviti alla sezione Approfondimenti del sito www.kairospartners.com
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Signup to Generate a PitchIl Rosso e Il Nero is a business podcast hosted by Kairos Partners SGR, with 234 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
Kairos Partners SGR hosts Il Rosso e Il Nero, a business show with 234 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Il Rosso e Il Nero
La Fed è divisa, ma per il momento l’economia va avanti da sola. Il rialzo dei rendimenti dei bond lunghi è un segno di malessere (inflazione, disavanzi) o di forza dell’economia (domanda di finanziamenti per l’AI)?
Il Rosso e Il Nero
Il ritorno della guerra, del monetarismo e delle ansie sull’AI. E’ un momento impegnativo per i mercati, ma l’assenza di inflazione salariale e i buoni livelli di crescita e utili dovrebbero limitare il downside.
Il Rosso e Il Nero
Il mondo corporate è oggi un ibrido di capitalismo imprenditoriale, famigliare e manageriale. Non sarebbe male, nei portafogli, diversificare, oltre che per geografie e settori, anche per stili di governance.
Il Rosso e Il Nero
I rischi geopolitici non vengono prezzati, ma esistono. I soldi vogliono comunque restare sull’azionario, perché la crescita è forte. Il malessere sull’AI incoraggia la diversificazione, ma vanno privilegiate destinazioni che non risentano di un’eventuale ripresentarsi della crisi energetica.
Il Rosso e Il Nero
Perché il dollaro rimane forte anche a guerra finita? Perché l’oro ha continuato a scendere? Perché Wall Street è salita per due mesi e si ferma proprio adesso? E’ tempo di rotazioni, in attesa di capire meglio quello che sta accadendo nell’AI.
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Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
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