Luca Paolini
Chief Strategist at Pictet Asset Management. He discusses the firm’s 2025 Secular Outlook and the shift in global markets, arguing that the era of U.S. exceptionalism is fading.
Best podcasts with Luca Paolini
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Jul 8, 2025 • 58min
The Great Moderation is Over. The Great Convergence is Here | Luca Paolini on What Comes Next
Luca Paolini, Chief Strategist at Pictet Asset Management, shares insights on the fading era of U.S. exceptionalism and the upcoming Great Convergence in global markets. He discusses the shifting landscape of investments, advocating for bonds and other income-generating assets, while exploring the implications of rising debt and protectionism. Paolini also delves into how AI impacts productivity and market valuations, along with the roles of gold and cryptocurrencies in future portfolios. A thought-provoking conversation for investors navigating change.
Sep 22, 2025 • 36min
What to Buy Now as The US Loses Its Edge
Luca Paolini, Chief Strategist at Pictet Asset Management, shares insights into the end of US exceptionalism as the world enters an 'age of convergence.' He explores the shifting dynamics in Europe and China, the implications of AI on market valuations, and why it could be wise to rethink your portfolio with a focus on bonds and gold. Paolini also discusses inflation risks, the appeal of asset tokenization, and the potential for tactical investments in China. Discover practical advice for reallocating assets in today's changing landscape!
