Navigating Markets and Macro Risks: Lessons for HNW Families with Alexandre Tavazzi

Definitely Uncertain: The Private Wealth Podcast

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28d ago 30:44

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In this episode, we sit down with Alexandre Tavazzi to explore the complex world of markets and macroeconomic risks, and what they mean for high-net-worth families. Alexandre shares his insights on the recent weakness in the US dollar, the current state of equity markets, and the opportunities in Europe, Japan, and emerging markets like India.

We dive deep into portfolio strategy, discussing the evolving relevance of the traditional 60/40 model, the role of gold and silver, and the challenges facing private equity in 2025, including liquidity bottlenecks and structural shifts. Finally, Alexandre provides practical guidance on common mistakes wealthy families make when navigating big macroeconomic changes, from rising rates and inflation to geopolitical tensions.

Whether you’re an investor, advisor, or simply interested in understanding the forces shaping global markets, this episode provides actionable insights and a nuanced perspective on managing risk and opportunity in today’s complex financial landscape.

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