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

Definitely Uncertain: The Private Wealth Podcast

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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.

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