Odd Lots

Citi's Dirk Willer on How You Know When the Bubble Is Over

November 15, 2025·39 min·6-min readconversationalfinance
Podzilla Summary (6 min)
TLDR
Markets are experiencing heightened volatility amid concerns over AI-driven tech valuations, fading sentiment, and uncertainty around Federal Reserve policy. Guest Dirk Willer, head of Global Macro Strategy at Citi, argues that while current conditions resemble a bubble by quantitative metr

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Guest

D

Dirk Willer

conversational on Odd Lots

Mentions

Books, people, and resources mentioned in this episode.

People

Dirk WillerTracy AllowayJill Guettel

Books

Trading Fixed Income and FX in Emerging Marketsby Dirk Willer

Companies

Citi

Topics

Artificial IntelligenceFederal ReserveInvestingMacroeconomicsStock Market

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