Citi Macro Strategist Dirk Willer on Trading the AI Bubble: The Meb Faber Show Episode #654
Dirk Willer, Head of Global Macro, Asset Allocation and Emerging Market Strategy at Citi, appeared on Episode #654 of The Meb Faber Show. The episode discusses his view that being in an AI bubble is a reason to buy rather than sell, along with topics like bond selloffs, Fed cycles, Brazil markets, and hedging strategies.
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Dirk Willer, Head of Global Macro, Asset Allocation and Emerging Market Strategy at Citi, is the featured guest on Episode #654 of The Meb Faber Show, published on October 16, 2026. According to the publisher's show notes, Willer explains why he believes we are currently in an AI bubble and argues that this is a reason to buy, not sell.
The episode covers several specific macro and market subjects, including the relationship between bond selloffs and growth, comparisons between the Warsh Fed and the Greenspan era, Brazil as one of his favorite markets, and his recommended hedges for when the bubble bursts. Chapter timestamps indicate discussions on trading bubbles and Fed liquidity, the Fed cycle and bond timing, Treasury supply, dollar strength, Brazil/Asia/China markets, gold/copper signals, and bubble indicators/hedging.