177. Regresa la aceleración de inmuebles para IA

177. Regresa la aceleración de inmuebles para IA

En el episodio de esta semana, Susana y René platican sobre la disminución en los ingresos de Grupo Elektra; la venta secundaria de acciones de Revolut; los resultados de Moncler; el repunte en la construcción de infraestructura inmobiliaria para IA en Estados Unidos; y el Tour de France.

176. Footwear mexicano que sobrevivió todo

En el deep dive de esta semana, Karla y René hablan sobre qué está pasando en el mercado de las marcas de tenis, un segmento que durante años —e incluso hasta hace poco— estuvo dominado por una sola marca. Recomendaciones * In the Woods: A truly stunning thriller and psychological mystery from one of our greatest living crime writers (Dublin Murder Squad series Book 1)  [https://www.amazon.com.mx/Woods-Anthony-Macavity-Clarion-English-ebook/dp/B002V091ZW/ref=books_amazonstores_desktop_mfs_author_smart_catalog_1?_encoding=UTF8&pd_rd_w=rqDjO&content-id=amzn1.sym.62f45883-1e9b-413e-9f81-dc97744c2e6e&pf_rd_p=62f45883-1e9b-413e-9f81-dc97744c2e6e&pf_rd_r=145-6059669-7277441&pd_rd_wg=cWIJP&pd_rd_r=b7a6f204-e477-473b-b999-17e8b13adc51] * The Likeness (Dublin Murder Squad, Book 2) [https://www.amazon.com.mx/Likeness-Dublin-Murder-Squad-Book-ebook/dp/B0015DYIOU/ref=sr_1_1?__mk_es_MX=%C3%85M%C3%85%C5%BD%C3%95%C3%91&crid=2HD8EE1K4P73C&dib=eyJ2IjoiMSJ9.-cAO9EAlgrIBP2JGreIxXItb67ISI5Wr0KsOr0ES_ackN4z4vzKlLHp3Ao4hvXUCYagXsFr5fdAIjytlpQobOZvPFCBhBveLLPCdh6Gw3RwkAJQK7ZwAoJxi-bIDWEPl3Y2SLpmFO0IhdZvVEiRcRVz6ImCAAiSkm1dptyxatbyBT-gSnUczsZdESVKJQdzT6QvVHGhTvfLirf6CkmnB9Ke7JXrwWwAxNxdjk4X_mSTEcgrVxoXjn5CKGeFVwuWrzBGHEcseC8ILT3jeKdSNmBOnTnjRsYrHp5yAKtR18Z0.UYgdXbQcPEvHbWbkkVsQ7liQ5XkKJKv3dpQj4TVrzGw&dib_tag=se&keywords=the+likeness&qid=1785195144&sprefix=the+likeness%2Caps%2C147&sr=8-1] * The Mad Wife [https://www.amazon.com.mx/Mad-Wife-Novel-English-ebook/dp/B0DT4WH63N/ref=sr_1_1?__mk_es_MX=%C3%85M%C3%85%C5%BD%C3%95%C3%91&crid=3N5KMILD11WUZ&dib=eyJ2IjoiMSJ9.8H-Q7_rLeuon7kaG9PhcZ2NiI6OZS354MWKTs1iK6gG1ymwxthJSl6TFPpP1wUXN9hGQjmEXGmQqA-L0ozq85O9PHHc-op3CFr_wPloPWLNYQBLqMY2Yybb4f__v7Ji9Qs1BRdNXUmJnYEkq35LRccs7pEPcnGkQortuT7RqvG2vBipUOnDOSpkpFAdS3fWq4r6SVY0JCnNTdSRIRjQnGyuFADxI_33vxV8cc9EDPzM.lY65D6Elx-1JTDI2usaR25sWzpVZzruxVD5YfsppHFo&dib_tag=se&keywords=the+mad+wife&qid=1785195220&s=digital-text&sprefix=the+mad+wif%2Cdigital-text%2C146&sr=1-1]

175. ¿En qué vamos en el USMCA?

En el deep dive de esta semana, tenemos como invitado a Alex Gonzalez, de The Mexico Political Economist, para platicar sobre la situación actual del United States–Mexico–Canada Agreement (USMCA/T-MEC) y las implicaciones que este proceso tiene para la economía de México y la región. Aeroméxico es la aerolínea más puntual del mundo por segundo año consecutivo, de acuerdo con CIRIUM. Conoce más [https://www.aeromexico.com/es-mx/noticias-am/somos-la-aerolinea-global-mas-puntual?utm_source=DM&utm_medium=WHTPPR&utm_campaign=DM_MEX_MDS_PNTLDD_BRDNG_MAR_26_AW&utm_content=ES_P_A&utm_term=MIDROLL] Recomendaciones: * Revolutions [https://open.spotify.com/show/05lvdf9T77KE6y4gyMGEsD] * The Mexico Political Economist [https://www.mxpe.org/]

174. Crumbl Cookies llega a México

En el episodio de esta semana, Karla y Susana platican sobre el incremento en las ventas de autos nuevos en México; el modelo de negocio de la Thermomix; la llegada de Crumbl Cookies a México; y la adquisición de Círculo de Crédito por parte de Equifax. Recomendación Whitepaper Hoy 7 de Julio 2026 [https://open.substack.com/pub/whitepaper/p/whitepaper-hoy-0ee?r=3feq31&utm_campaign=post-expanded-share&utm_medium=web]

173. Las lecturas que no te puedes perder este verano

Para el episodio de esta semana quisimos hacer algo un poco diferente. Recopilamos una serie de recomendaciones de lectura para que aprovechen estas vacaciones. Invitamos a algunas personas cercanas a Whitepaper a compartir qué es lo que más les ha gustado o les ha servido de lo que han leído este año y, sobre todo, por qué recomiendan ese libro y qué consideran que vale la pena aprender de él. Recomendaciones: 1. The Sales Acceleration Formula [https://www.amazon.com.mx/Sales-Acceleration-Formula-Technology-Inbound/dp/1119047072/ref=sr_1_1?crid=1R2R6MVWF12GN&dib=eyJ2IjoiMSJ9.HRz6Z9-h6Fs_mYwBMgiU01q8f-x_q5Fq5MEzaAq_4WpEz1wyjExjYGAEa4YUt9tNdnuGk3awLctUhPjwtbkf8lYNN3isYBKRHczwKCdxDBe9AxccqSaxFvcbdV-YxdloiXEPOZX3Aa3WGQLWfUHbDkCaKTp4OoIwlqxfoFGVhtro6J2OwlsJG-p2RrFIVKG-9MGs9RNr9bzCKoiVNRIfR6NL1sf03_0jUoGxpNkwZLC1DAxi31Wzf7Mvkpj0T1B5it2mAx0tx8GhlAqF8jYK_uTRFUgG-2ne7G7iK2Ck-YA.uHU9SYWa-p2fuvDZzfK0qUjXH4_XY2pwJg3UbPIivlY&dib_tag=se&keywords=the+sales+acceleration+formula&qid=1783355217&sprefix=the+sales+%2Caps%2C174&sr=8-1] 2. Start-Up Nation: The Story of Israel's Economic Miracle [https://www.amazon.com.mx/Start-Up-Nation-Israels-Economic-Miracle/dp/044654146X/ref=asc_df_044654146X?mcid=c03289ed104d3d21aa518936d1369f66&gad_source=1&gad_campaignid=23375319076&gbraid=0AAAAAqmHpTFK5O9az3c1UvyuoXwmLB2SL&gclid=CjwKCAjwpK3SBhASEiwAtV1SPHc-U_bK_LmP9ZWRvE4rvfZI7G9FE8fLimPaUXphGbFWl1gOOdYkNRoCxuUQAvD_BwE] 3. Thou Shalt Innovate [https://www.amazon.com/-/es/Thou-Shalt-Innovate-Israeli-Ingenuity/dp/9652294934] 4. Benedict Evans [https://www.ben-evans.com/] 5. Rogue Heroes⁠ [https://www.amazon.com.mx/Rogue-Heroes-History-Britains-Sabotaged/dp/1101904186/ref=sr_1_1?__mk_es_MX=%C3%85M%C3%85%C5%BD%C3%95%C3%91&crid=338PVUY5AOVZM&dib=eyJ2IjoiMSJ9.NlcSbHIrdV4kkbJvjI2heSarIzb2llLd-stAAfUZ72oUa8iJhBLBNGMkyYkPoFqwjZHZQ5RhxXNNh4krUlZmjzOoEUFNc-daRiNVS6_B29NErcFgE90KXsC8J1Lb2Db6LQC3oDy-_7FKo0akbWrwHrFrf2Gju6j47PRZzFk-d03FtI6IT8ng9FPdFXEmyMX7yzxpVVJq7euBw6BZA_K9ZiIy95Ps6UDB28bTNXCXWpzcuBhe4cWaKpn0floOS-TbZnHnJUD0C8X0sdgF4Lpua_bwA7lkc2i2jNHjm08ssSE.DUi8rlLgsxJMB389Ge_DoW1cn4f-3GNi2oBGN1NwUO8&dib_tag=se&keywords=rogue+hero&qid=1783358730&sprefix=roge+hero%2Caps%2C186&sr=8-1&ufe=app_do%3Aamzn1.fos.1f47693a-e1a6-4b06-ba29-28033858cf82] 6. 1929 [https://www.amazon.com.mx/1929-Inside-Greatest-History-Shattered/dp/0593296966/ref=sr_1_1?__mk_es_MX=%C3%85M%C3%85%C5%BD%C3%95%C3%91&crid=YR0V59XUUHVZ&dib=eyJ2IjoiMSJ9.8uXQWFEhWf_9K3mqwDW16fXr4eVx_78BF8Jyu-ERU1cQr_RJ0GUVVXwEmtdAtoU2xA4TWx9_pGp8F0fsF00q9tnnSexe5pevQ_BGZz7H8LhiGK7ILRp6BHdY_xkjlfkbCLFqyCXxVi8hjemTgIU80oliZ-_iSRH2U_BN6vxml-OfB9SirEcjCg8o7qFBzXiGapSjjbbSbIccFHrFT8eheo56THEipdeyQBUPumrw5lNybZ4BcJXNBJY_ILaobMEQVXuyD6AXSpP6VCmNY1-49z7q9x6Ozmteib9Go8VzbTA.v0vwaDWfcKpywSnAK8cvjg0FFw-YkJ8pVJsNqFYCKrw&dib_tag=se&keywords=1929&qid=1783358801&sprefix=1929%2Caps%2C203&sr=8-1&ufe=app_do%3Aamzn1.fos.1f47693a-e1a6-4b06-ba29-28033858cf82] 7. La riqueza que el dinero no puede comprar [https://www.amazon.com.mx/riqueza-dinero-comprar-h%C3%A1bitos-ocultos/dp/6073844719/ref=sr_1_1?crid=2P5ISN3FRIWLL&dib=eyJ2IjoiMSJ9.WmAXzP-kciGfhthp3oxFg4q0HZxuZVnek2sk7EVmR_WZsQp3hq8EfQuUuNMSxL-vo92UjrNEMNUVWUTij4I6VU5ZiQyXXgn1DCryeSGele55s6jXkyFBITcHnWBhKn3BP-j8oeqxgVg-jyX_8U3ijqD2LeF7E_3jjWdXT5NgPu2MQSl9_Wr5nWhCrzJX6V4beYyxCFqCFaOBN6JLHR22ODNP8eGLuZlVIai5OP8glXKl1xrlVbYRoaXjN1pZJ5uh_IBXhOvVk0ml4ON4-guqFf50VNd-enCGtHPsm9KoKoc.ETuz-Pj5CRFXnYzU82F9AdAFJfKhTMg9fF7g_OrLKeE&dib_tag=se&keywords=la+riqueza+que+el+dinero+no+puede+comprar&qid=1783358983&sprefix=la+riqueza+que+el+d%2Caps%2C166&sr=8-1&ufe=app_do%3Aamzn1.fos.f529bc30-ebeb-4f63-bcdf-8eeae34df9e8] 8. The 5 Types of Wealth [https://www.amazon.com.mx/Types-Wealth-Transformative-Guide-Design/dp/059372318X/ref=sr_1_1?crid=1XEUPWS6WXXOK&dib=eyJ2IjoiMSJ9.DfroYXzymLIlejV7WxwTZns57pKIvtqjQwyMhzMCw92RSdfnddrC4viaTHtn5Z_YLAeuoxFaRyhoImkz_-mXtHARi2NgQWrAfLMMxAEoBT7XfuWtRrMwRqAY3QrYoEw-Xl13IZQys3BX0cQ9R1sl_tYYeQkuPFMifRYsrk_QANpaRjci2_ndfwzH4N0DD4FGjxqOlU3iIIpNw3Qy5nO-QZSXOn2DfSRmEdRowNubWF97j7AoZ8JMh7ZDv2GfvC0u.KgQ71Xi95CMRP31J2jTLTzwSS_5DlUAS3P8N_75dIeI&dib_tag=se&keywords=the+five+types+of+wealth&qid=1783359092&sprefix=the+five+ty%2Caps%2C164&sr=8-1&ufe=app_do%3Aamzn1.fos.1f47693a-e1a6-4b06-ba29-28033858cf82] 9. T⁠ [https://www.amazon.com.mx/Diary-CEO-Laws-Business-Life/dp/0593715837/ref=sr_1_1?crid=M6BVEO9YS5EQ&dib=eyJ2IjoiMSJ9.__GrDEodXudBXfHGqx5s-ZnSBYl2uxZ1Z2ilo5Ps73ONLHXrZF32YciFF7ZNDHh65cmF_fBeA6xC1WyAvOnF-DEkkJEivyOHH_N1CkZpVpekJkkEHPqUmtUkpk_tnK3KJjPoOGe25dqgVTSQhgP_lhnvo23f46qFqkB0rUlObRME6HEMadaXlBmk1xWFhCB89u03K4nuoao0g_poIaE3aiyGkXavbLAvIltt_VZRgpci9f6OPr3On6euddfYeW4nVVb0vhWBaJ3bJeiesV6q9nfymeUwliSL_eFb0Co3KDM.oa0KrJ1jWgRyE9xyHhAEc7l51d8lx4rdoXLQCjXbBu8&dib_tag=se&keywords=the+diary+of+a+ceo&qid=1783359165&sprefix=the+diar%2Caps%2C169&sr=8-1&ufe=app_do%3Aamzn1.fos.1f47693a-e1a6-4b06-ba29-28033858cf82]⁠he Diary of a CEO⁠⁠ [https://www.amazon.com.mx/Diary-CEO-Laws-Business-Life/dp/0593715837/ref=sr_1_1?crid=M6BVEO9YS5EQ&dib=eyJ2IjoiMSJ9.__GrDEodXudBXfHGqx5s-ZnSBYl2uxZ1Z2ilo5Ps73ONLHXrZF32YciFF7ZNDHh65cmF_fBeA6xC1WyAvOnF-DEkkJEivyOHH_N1CkZpVpekJkkEHPqUmtUkpk_tnK3KJjPoOGe25dqgVTSQhgP_lhnvo23f46qFqkB0rUlObRME6HEMadaXlBmk1xWFhCB89u03K4nuoao0g_poIaE3aiyGkXavbLAvIltt_VZRgpci9f6OPr3On6euddfYeW4nVVb0vhWBaJ3bJeiesV6q9nfymeUwliSL_eFb0Co3KDM.oa0KrJ1jWgRyE9xyHhAEc7l51d8lx4rdoXLQCjXbBu8&dib_tag=se&keywords=the+diary+of+a+ceo&qid=1783359165&sprefix=the+diar%2Caps%2C169&sr=8-1&ufe=app_do%3Aamzn1.fos.1f47693a-e1a6-4b06-ba29-28033858cf82] 10. El almanaque del pobre Charlie [https://www.amazon.com.mx/almanaque-del-pobre-Charlie-sabidur%C3%ADa/dp/B0F8J6F85F/ref=sr_1_6?__mk_es_MX=%C3%85M%C3%85%C5%BD%C3%95%C3%91&crid=355CTPEZJLZ36&dib=eyJ2IjoiMSJ9.GSknCjdYe2p64bI0rU7OMT40PnF59feLMovhQxXqa__ibU8UYDr-6G5EfnfMfcnlxLSGZdQ3KZk3MjZAn_uIpj4fGi6s5fvmMB_3Z2JwWPwRLCf3GI3KqiU6DqR7okFZHhWyA5evdfDy0wg3HtcJxMoxDq9xzeuu1nO1XsEl1Oc_cVwIVV4gGOe6o601uxme0b46YhHOWnMhDPBSSMAzLiYslCmobXtW1otNhG6Yc2c9oNo-LCNET58TqfNELQHpHPbb4HGA8QrZ995kAnkNon05uGW_4MFlJOQEyJp5F0A.jpJXE6q6NlqyxZjgUoqdhbdUxDIXOOhuPcrNBHOtNpc&dib_tag=se&keywords=el+almanaque&qid=1783359418&sprefix=el+almanaque%2Caps%2C155&sr=8-6&ufe=app_do%3Aamzn1.fos.8a90e69c-45ea-4ce4-8795-da8fd1ef78a6] 11. The Selfish Gene [https://www.amazon.com.mx/Selfish-Gene-Anniversary-Landmark-Science-ebook/dp/B01GI5F2FS/ref=sr_1_1?__mk_es_MX=%C3%85M%C3%85%C5%BD%C3%95%C3%91&crid=2WNKU8B6NIVH3&dib=eyJ2IjoiMSJ9.jvnGUohmTyh5MbRQHnCZoZJxNAnylCUUcDUkFsx-aEHRuu1AxP4_JJJJviW8tcYsktf5d_Pu2gLlIYBraifl6vdH3vjMTZhsDd8vpMOqvozGPNYOQqGbhZ0rHPKTxquRrEpks2ictMyaClQ5yOLiBr3c5MUo28mH8RUeVJUYBlw.5a90USl3gtWOlr8uL3OxgB1VNU993TU1bXM7QjcfgYo&dib_tag=se&keywords=el+gen+egoista&qid=1783359720&s=digital-text&sprefix=el+gen+egoista%2Cdigital-text%2C146&sr=1-1] 12. Streetwise: Getting to and Through Goldman Sachs [https://www.amazon.com.mx/Streetwise-Getting-Through-Goldman-Sachs/dp/B0FBW93LGS/ref=sr_1_1?crid=2ATCVFQ79094L&dib=eyJ2IjoiMSJ9.PGvWXaezuYWWW4e4-YSraQ.hYupoRXwtF5WFDnyNIjAZBnfSWiGShf5GGYqjrGNqBA&dib_tag=se&keywords=streetwise+lloyd+blankfein&qid=1783359893&sprefix=streetwise%2Caps%2C159&sr=8-1&ufe=app_do%3Aamzn1.fos.59b9ca31-8c37-415d-a24c-f08a5874dc5c] 13. Rewired [https://www.amazon.com.mx/Rewired-Eric-Lamarre/dp/1394381905/ref=sr_1_1?crid=MLQN5LNLK2V9&dib=eyJ2IjoiMSJ9.QtflnuImXnouZbsEs9miGeGD6t6--Ubc-UoQlsOZfL2pQgmzq0PjiXG5xYWgi5E0VzBbdBaAB_X7rXL_OR-bSGlyufBKSsxhsSY0rRzAHBQ.3hBaBJuxYga7aooXOXCBjboyqRpI3ASh8lP4zbhw07o&dib_tag=se&keywords=rewired+mckinsey&qid=1783431352&sprefix=rewired%2Caps%2C196&sr=8-1&ufe=app_do%3Aamzn1.fos.8a90e69c-45ea-4ce4-8795-da8fd1ef78a6] 14. El Loco De Dios En El Fin Del Mundo [https://www.amazon.com.mx/loco-Dios-fin-del-mundo/dp/6073857462/ref=sr_1_1?__mk_es_MX=%C3%85M%C3%85%C5%BD%C3%95%C3%91&crid=1PP6WMAD2342B&dib=eyJ2IjoiMSJ9.XrBY3_x_l96NhR61u9dr3qZxyHFabGsCHSg99FrUk00q1mjiVvRRQGRRlTwFB4bjagPutwZeOhvpqhGUYJxLo8Ad-YeswoCMxRWY3tRdW_4.N2sjyezhYRS4RtjDMNNtW5VwLNmCwwa5_N6uwgqYyZ0&dib_tag=se&keywords=el+loco+de+dios+en+el+fin+del+mundo&qid=1783431540&sprefix=el+loco+de+dios+en+el+fin+del+mundo%2Caps%2C169&sr=8-1&ufe=app_do%3Aamzn1.fos.4872b8a9-1ac1-4f93-91b5-8fc8659b8338]