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Dirk Willer
Global Head of Macro Strategy at Citigroup and author with expertise in emerging markets and macro research; on the episode to discuss bubble dynamics, timing, and indicators.
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Nov 15, 2025
• 40min
Citi's Dirk Willer on How You Know When the Bubble Is Over
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Dirk Willer, Global Head of Macro Strategy at Citigroup and a macro research expert, discusses the current bubble in the stock market, pinpointing its onset in May and offering precise indicators for timing. He delves into the similarities between today's market and the dot-com bubble while explaining his unique approach to trading during bubbles. Willer also addresses gold's impressive rise and its connections to central bank actions and retail enthusiasm, alongside lessons from emerging markets that are increasingly relevant to U.S. dynamics.
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