IN THIS EPISODE, YOU’LL LEARN:
0:00:00 – Intro
0:00:31 – Who influenced Jurrien and what was sage advice he received when he was first learning?
0:04:55 – What are some of the most important variables he looks at for cycle timing?
0:14:38 – How much can the FED realistically raise rates in the current cycle.
0:18:32 – How Jurrien thinks about earnings growth decline and P/E stagnation during a bull run.
0:26:51 – What Jurrien’s long-term secular outlook is for equities and bonds.
0:29:18 – How does the FED respond to inflation in 2022?
0:34:50 – Why has Fidelity been so early to Bitcoin compared to other Wall Street banks?
0:36:50- Why Fidelity views bitcoin differently than other digital assets.
0:37:27 – What differences does Jurrien see with Bitcoin compared to other assets he’s studied through the years?
0:38:08 – Bitcoin Stock to flow (supply model) versus Bitcoin Demand Model (S-Curve).
0:48:38 – The Volcano Bond and how it might be used as a model in the future.
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🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/bitcoin-fundamentals/bitcoin-and-fidelity-director-of-global-macro-jurrien-timmer/
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