Clase de los Viernes | La "degeneración total" de Occidente que viene con Donald Trump
·7 min
The episode begins with a casual conversation about skipping university classes, where Alberto Iturralde shares his experience of not attending lectures and relying on a notes distribution circuit. The host relates this to the current class's value, noting its absence on holidays feels like something is missing. The discussion quickly pivots to geopolitics, focusing on Donald Trump's actions. Iturralde criticizes Trump for betraying his principles by starting a war for Israel after promising to avoid conflicts, calling him a traitor and coward. They analyze Trump's impact on global stability, referencing a Russian analyst's warning that Trump might aim to send Europe into a war with Russia to boost US industry, akin to World War II. The host mentions alternative scenarios, like a war between Israel and Turkey if the US leaves NATO. The tone shifts to technological threats, with the host revealing an emergency US Treasury meeting over Anthropic's Mythos AI, which could attack banking security systems and render deposit guarantees worthless. They debate the safety of digital currencies versus physical money, questioning whether a digital euro would be vulnerable. The conversation turns to financial markets, with Iturralde highlighting bank stock overvaluation, citing BBV's 1,280% rise since 2020 as unsustainable and predicting a correction. They discuss upcoming IPOs for SpaceX and OpenAI, doubting their success in the current geopolitical climate. Iturralde advises focusing on specific sectors like energy (Iberdrola) and logistics (Logista) that may perform well despite market volatility. He critiques speculative trends, comparing Bitcoin to tulip mania and dismissing the metaverse as a distraction. The host emphasizes the importance of political factors in sectors like AI, noting that state regulation and taxation will shape its adoption. The episode concludes with a philosophical digression on intuition, referencing Krishnamurti and Richard Feynman to argue that intuitive decisions, based on subconscious learning, are crucial in life and investing. Iturralde shares a personal anecdote about visiting Tordesillas, suggesting a need to reconsider urban living in favor of rural alternatives. The host wraps up by thanking the audience and addressing technical sound issues.
