Sumários

AI, debt and shadow banking

27 Abril 2026, 14:30 • Mariana Rodrigues Mortágua

Analysis of the recent surge in AI investment 

Debt structures
Shadow Banking markets
Contractual transformation
GPU and backlog collaterization
Carlota Perez and Minsky framework 

AI, debt and shadow banking

27 Abril 2026, 13:00 • Mariana Rodrigues Mortágua

Analysis of the recent surge in AI investment 

Debt structures
Shadow Banking markets
Contractual transformation
GPU and backlog collaterization
Carlota Perez and Minsky framework 

Theories of financial disturbance + shadow banking

20 Abril 2026, 14:30 • Mariana Rodrigues Mortágua

Theories of financial disturbance

EMH
Keynes, chapter12
Minsky theory of instability
Fisher, Schumpeter, Wicksell
Shadow Banking 
Securitization
credit, liquidity and maturiy transformation

Theories of financial disturbance + shadow banking

20 Abril 2026, 13:00 • Mariana Rodrigues Mortágua

Theories of financial disturbance

EMH
Keynes, chapter12
Minsky theory of instability
Fisher, Schumpeter, Wicksell
Shadow Banking 
Securitization
credit, liquidity and maturiy transformation

Theories of Financial accumulation and disturbance

13 Abril 2026, 14:30 • Mariana Rodrigues Mortágua

Theories of financial accumulation: Hilferding, Luxemburg, Veblen, regimes of capital accumulation, monthly review, Carlota Perez. 

Theories of financial disturbanca, Keynes GT Chapter 12