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The Knowledge at Wharton Network Acast feed serves as a curated showcase highlighting the best content from our podcast collection. Each week, we feature one standout episode from each show in the Wharton Podcast Network, giving listeners a comprehensive sample of our diverse business and academic content. This rotating selection allows audiences to discover new shows within our network while experiencing the depth and variety of Wharton's thought leadership across different topics and forma ...
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Markets are at a crossroads—but what’s actually moving the needle as we head into 2025? In Episode 131, host Darren Rockman welcomes Matheus Dibo, a senior investmentstrategist with 15 years of experience spanning São Paulo, New York, and now London.
They dig into:
• Why equity valuations are at levels rivaling the dot com peak
• Macro indicators to monitor as central banks navigate high-rate terrain
• Tactical moves across equities, bonds, currency, and emerging markets
• How AI adoption is rewriting investment playbooks—and what it means for risk
• Where China and digital assets (including Bitcoin) fit in a forward looking portfolio
Expect real-world insights, sharp analysis, and actionable ideas to help you design a resilient and growth-minded strategy for the year ahead.
137 episodes
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