BTC064: Bitcoin and Fidelity’s Director of Global Macro Jurrien Timmer
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.
?? Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://link.chtbl.com/BTC064
?? Access our free show notes and transcript here: https://www.theinvestorspodcast.com/bitcoin-fundamentals/bitcoin-and-fidelity-director-of-global-macro-jurrien-timmer/
? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?
LISTEN ? TO OTHER SHOWS FROM OUR NETWORK:
? If you’re interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8wOLjjwNCM5B1qFdrtTdTZ
?Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F9dDPFYGAHRbrWoToCe2uoU
? Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8Yw_8xO2nk-RD7fhb3yktn
?Get introduced to the world of investing with our Millennial Investing podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W
? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?
FOLLOW US ON SOCIAL MEDIA?:
? Facebook: https://www.facebook.com/groups/theinvestorspodcast
? Linkedin: https://www.linkedin.com/company/the-investor’s-podcast
?Twitter: https://twitter.com/tip_network?lang=en
? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?
Download Stig & Preston’s 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/form-youtube-checklist/
? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?
DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
