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	<title type="text">El Blog de finanzas y economía de Marc Garrigasait</title>
	<subtitle type="text"></subtitle>

	<updated>2026-02-21T16:14:05Z</updated>

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	<entry>
		<author>
			<name>Marc Garrigasait</name>
					</author>

		<title type="html"><![CDATA[Invertir en Japon en 2026 con Marc Garrigasait &#8211; Podcast de Value Investment FM]]></title>
		<link rel="alternate" type="text/html" href="https://investorsconundrum.com/2026/02/09/invertir-en-japon-en-2025-con-marc-garrigasait-podcast-de-value-investment-fm/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=invertir-en-japon-en-2025-con-marc-garrigasait-podcast-de-value-investment-fm" />

		<id>https://investorsconundrum.com/?p=9989</id>
		<updated>2026-02-09T20:53:35Z</updated>
		<published>2026-02-09T20:40:59Z</published>
		<category scheme="https://investorsconundrum.com" term="Japan Deep Value Fund" /><category scheme="https://investorsconundrum.com" term="Bolsa Japon" /><category scheme="https://investorsconundrum.com" term="invertir en Japon" />
		<summary type="html"><![CDATA[]]></summary>

		
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			<thr:total>0</thr:total>
			</entry>
		<entry>
		<author>
			<name>Marc Garrigasait</name>
					</author>

		<title type="html"><![CDATA[“Capital wars” y el auge de la liquidez global (Parte IV). Conclusiones.]]></title>
		<link rel="alternate" type="text/html" href="https://investorsconundrum.com/2026/01/11/capital-wars-y-el-auge-de-la-liquidez-global-parte-iv-conclusiones/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=capital-wars-y-el-auge-de-la-liquidez-global-parte-iv-conclusiones" />

		<id>https://investorsconundrum.com/?p=9979</id>
		<updated>2026-01-11T18:38:17Z</updated>
		<published>2026-01-11T18:28:30Z</published>
		<category scheme="https://investorsconundrum.com" term="Destacado" /><category scheme="https://investorsconundrum.com" term="divisas" /><category scheme="https://investorsconundrum.com" term="Hedge Funds" /><category scheme="https://investorsconundrum.com" term="Macro" /><category scheme="https://investorsconundrum.com" term="Banco Central Chino" /><category scheme="https://investorsconundrum.com" term="Banco Central Europeo" /><category scheme="https://investorsconundrum.com" term="BCE" /><category scheme="https://investorsconundrum.com" term="burbujas" /><category scheme="https://investorsconundrum.com" term="crísis crédito" /><category scheme="https://investorsconundrum.com" term="FED" /><category scheme="https://investorsconundrum.com" term="liquidez" /><category scheme="https://investorsconundrum.com" term="shadow banking" />
		<summary type="html"><![CDATA[“El motor del ciclo económico es el crédito, no el dinero” &#8211; Ray Dalio Del nacimiento del capitalismo con sus primeros brotes en la Europa medieval del norte de Italia, Flandes y ciudades de la Liga Hanseatica (Siglos XI al &#8230; <a href="https://investorsconundrum.com/2026/01/11/capital-wars-y-el-auge-de-la-liquidez-global-parte-iv-conclusiones/">Continued</a>]]></summary>

		
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			</entry>
		<entry>
		<author>
			<name>Marc Garrigasait</name>
					</author>

		<title type="html"><![CDATA[“Capital wars” y el auge de la liquidez global. Los REPOs (Parte III).]]></title>
		<link rel="alternate" type="text/html" href="https://investorsconundrum.com/2025/11/17/capital-wars-y-el-auge-de-la-liquidez-global-los-repos-parte-iii/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=capital-wars-y-el-auge-de-la-liquidez-global-los-repos-parte-iii" />

		<id>https://investorsconundrum.com/?p=9967</id>
		<updated>2026-02-21T16:12:18Z</updated>
		<published>2025-11-17T07:01:12Z</published>
		<category scheme="https://investorsconundrum.com" term="Bolsa" /><category scheme="https://investorsconundrum.com" term="Destacado" /><category scheme="https://investorsconundrum.com" term="divisas" /><category scheme="https://investorsconundrum.com" term="FED" /><category scheme="https://investorsconundrum.com" term="liquidez" />
		<summary type="html"><![CDATA[“La antigua Roma, al igual que la Liquidez Global, tenía dos imperios: uno oriental y otro occidental. La Liquidez Global está controlada en Oriente por China y el Banco Popular de China (BPCh). En Occidente, está en gran medida bajo &#8230; <a href="https://investorsconundrum.com/2025/11/17/capital-wars-y-el-auge-de-la-liquidez-global-los-repos-parte-iii/">Continued</a>]]></summary>

		
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			<thr:total>0</thr:total>
			</entry>
		<entry>
		<author>
			<name>Marc Garrigasait</name>
					</author>

		<title type="html"><![CDATA[“Capital wars” y el auge de la liquidez global (Parte II)]]></title>
		<link rel="alternate" type="text/html" href="https://investorsconundrum.com/2025/09/07/capital-wars-y-el-auge-de-la-liquidez-global-parte-ii/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=capital-wars-y-el-auge-de-la-liquidez-global-parte-ii" />

		<id>https://investorsconundrum.com/?p=9960</id>
		<updated>2026-02-21T16:14:05Z</updated>
		<published>2025-09-07T17:54:39Z</published>
		<category scheme="https://investorsconundrum.com" term="Bolsa" /><category scheme="https://investorsconundrum.com" term="Destacado" /><category scheme="https://investorsconundrum.com" term="divisas" /><category scheme="https://investorsconundrum.com" term="Hedge Funds" /><category scheme="https://investorsconundrum.com" term="Macro" /><category scheme="https://investorsconundrum.com" term="bancos centrales" /><category scheme="https://investorsconundrum.com" term="BCE" /><category scheme="https://investorsconundrum.com" term="crísis crédito" /><category scheme="https://investorsconundrum.com" term="economia China" /><category scheme="https://investorsconundrum.com" term="FED" />
		<summary type="html"><![CDATA[“La Reserva Federal manda en los mercados financieros; el Banco Popular de China manda en los mercados de materias primas.” — Michael Howell Una forma simple de visualizar la creación artificial de liquidez global consiste en comparar el volumen agregado &#8230; <a href="https://investorsconundrum.com/2025/09/07/capital-wars-y-el-auge-de-la-liquidez-global-parte-ii/">Continued</a>]]></summary>

		
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			<thr:total>0</thr:total>
			</entry>
		<entry>
		<author>
			<name>Marc Garrigasait</name>
					</author>

		<title type="html"><![CDATA[“Capital wars” y el auge de la liquidez global (parte I)]]></title>
		<link rel="alternate" type="text/html" href="https://investorsconundrum.com/2025/08/24/capital-wars-y-el-auge-de-la-liquidez-global-parte-i/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=capital-wars-y-el-auge-de-la-liquidez-global-parte-i" />

		<id>https://investorsconundrum.com/?p=9943</id>
		<updated>2025-09-08T16:45:19Z</updated>
		<published>2025-08-24T17:50:09Z</published>
		<category scheme="https://investorsconundrum.com" term="Destacado" /><category scheme="https://investorsconundrum.com" term="divisas" /><category scheme="https://investorsconundrum.com" term="Macro" /><category scheme="https://investorsconundrum.com" term="Banco Central Chino" /><category scheme="https://investorsconundrum.com" term="BCE" /><category scheme="https://investorsconundrum.com" term="crisis bancaria" /><category scheme="https://investorsconundrum.com" term="crísis crédito" /><category scheme="https://investorsconundrum.com" term="FED" />
		<summary type="html"><![CDATA[Michael Howell es una de las mentes que mejor comprende las dinámicas de los mercados financieros globales modernos a través del estudio de los flujos de capital. Leer o escuchar su visión sobre cómo actúan los bancos centrales y los &#8230; <a href="https://investorsconundrum.com/2025/08/24/capital-wars-y-el-auge-de-la-liquidez-global-parte-i/">Continued</a>]]></summary>

		
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			<thr:total>1</thr:total>
			</entry>
		<entry>
		<author>
			<name>Marc Garrigasait</name>
					</author>

		<title type="html"><![CDATA[Historias de la bolsa: El desplome de abril 2025 por los aranceles de Trump. Como lo hemos vivido]]></title>
		<link rel="alternate" type="text/html" href="https://investorsconundrum.com/2025/05/20/historias-de-la-bolsa-el-crash-de-abril-2025-por-los-aranceles-de-trump-como-lo-hemos-vivido/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=historias-de-la-bolsa-el-crash-de-abril-2025-por-los-aranceles-de-trump-como-lo-hemos-vivido" />

		<id>https://investorsconundrum.com/?p=9869</id>
		<updated>2025-05-21T09:43:02Z</updated>
		<published>2025-05-20T18:26:41Z</published>
		<category scheme="https://investorsconundrum.com" term="Bolsa" /><category scheme="https://investorsconundrum.com" term="Destacado" /><category scheme="https://investorsconundrum.com" term="Koala Capital sicav" /><category scheme="https://investorsconundrum.com" term="Bolsa USA" /><category scheme="https://investorsconundrum.com" term="ciclos bolsa" /><category scheme="https://investorsconundrum.com" term="crash" /><category scheme="https://investorsconundrum.com" term="Panda" />
		<summary type="html"><![CDATA[En este documento confidencial, detallamos el día a día de un equipo de gestión de inversiones en el crash de abril 2025. Se recogen las decisiones cotidianas, los pensamientos y mensajes intercambiados entre el equipo de Koala Capital Sicav. Este &#8230; <a href="https://investorsconundrum.com/2025/05/20/historias-de-la-bolsa-el-crash-de-abril-2025-por-los-aranceles-de-trump-como-lo-hemos-vivido/">Continued</a>]]></summary>

		
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			<thr:total>0</thr:total>
			</entry>
		<entry>
		<author>
			<name>Marc Garrigasait</name>
					</author>

		<title type="html"><![CDATA[Japan Deep Value. Invertir en el mercado más ineficiente del mundo &#8211; Value School]]></title>
		<link rel="alternate" type="text/html" href="https://investorsconundrum.com/2025/04/19/japan-deep-value-invertir-en-el-mercado-mas-ineficiente-del-mundo-value-school/?utm_source=rss&#038;utm_medium=rss&#038;utm_campaign=japan-deep-value-invertir-en-el-mercado-mas-ineficiente-del-mundo-value-school" />

		<id>https://investorsconundrum.com/?p=9860</id>
		<updated>2025-04-19T10:53:19Z</updated>
		<published>2025-04-19T10:46:51Z</published>
		<category scheme="https://investorsconundrum.com" term="Bolsa" /><category scheme="https://investorsconundrum.com" term="Destacado" /><category scheme="https://investorsconundrum.com" term="Japan Deep Value Fund" /><category scheme="https://investorsconundrum.com" term="Bolsa Japon" /><category scheme="https://investorsconundrum.com" term="fondos inversión" />
		<summary type="html"><![CDATA[Sin duda, la bolsa de Japón es el mercado bursátil más ineficiente del mundo, y por un amplio margen. En esta reciente conferencia podréis comprender las razones y los factores que explican esta situación. Japan Deep Value Fund se creó &#8230; <a href="https://investorsconundrum.com/2025/04/19/japan-deep-value-invertir-en-el-mercado-mas-ineficiente-del-mundo-value-school/">Continued</a>]]></summary>

		
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			<thr:total>1</thr:total>
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