<description>&lt;p&gt;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.&lt;/p&gt;&lt;p&gt;They dig into:&lt;/p&gt;&lt;p&gt;•	Why equity valuations are at levels rivaling the dot com peak&lt;/p&gt;&lt;p&gt;•	Macro indicators to monitor as central banks navigate high-rate terrain&lt;/p&gt;&lt;p&gt;•	Tactical moves across equities, bonds, currency, and emerging markets&lt;/p&gt;&lt;p&gt;•	How AI adoption is rewriting investment playbooks—and what it means for risk&lt;/p&gt;&lt;p&gt;•	Where China and digital assets (including Bitcoin) fit in a forward looking portfolio&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Expect real-world insights, sharp analysis, and actionable ideas to help you design a resilient and growth-minded strategy for the year ahead.&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;
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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.

Definitely Uncertain: The Private Wealth Podcast

How to Build a Smarter Portfolio in 2025 with Matheus Dibo | Episode 131

How to Build a Smarter Portfolio in 2025 with Matheus Dibo | Episode 131

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