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Intro

0:00

Who influenced Jurrien and what was sage advice he received when he was first learning?

0:31

What are some of the most important variables he looks at for cycle timing?

4:55

How much can the FED realistically raise rates in the current cycle.

14:38

How Jurrien thinks about earnings growth decline and P/E stagnation during a bull run.

18:32

What Jurrien's long-term secular outlook is for equities and bonds.

26:51

How does the FED respond to inflation in 2022?

29:18

Why has Fidelity been so early to Bitcoin compared to other Wall Street banks?

36:00

Why Fidelity views bitcoin differently than other digital assets.

38:00

What differences does Jurrien see with Bitcoin compared to other assets he's studied through the years?

38:37

Bitcoin Stock to flow (supply model) versus Bitcoin Demand Model (S-Curve).

39:18

The Volcano Bond and how it might be used as a model in the future.

49:48
Bitcoin and Fidelity's Director of Global Macro Jurrien Timmer (BTC064)
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7,389Views
2022Feb 9
Preston Pysh talks with Jurrien Timmer, Fidelity's Director of Global Macro. They discuss the current economic outlook for 2022 and why Fidelity views Bitcoin differently than all the other digital assets. 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? 0:36:00 - Why has Fidelity been so early to Bitcoin compared to other Wall Street banks? 0:38:00- Why Fidelity views bitcoin differently than other digital assets. 0:38:37 - What differences does Jurrien see with Bitcoin compared to other assets he's studied through the years? 0:39:18 - Bitcoin Stock to flow (supply model) versus Bitcoin Demand Model (S-Curve). 0:49:48 - The Volcano Bond and how it might be used as a model in the future. ๐Ÿ“Œ Get your first 3 months of investment management with Titan for zero fees https://www.titan.com/TIP โœ”๏ธ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://open.spotify.com/show/28RHOkX... ๐Ÿ–Š๏ธ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/b... โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค LISTEN ๐ŸŽง TO OTHER SHOWS FROM OUR NETWORK: โ‚ฟ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show:    โ€ข โšก๏ธ Bitcoin Fundamentals ๐Ÿ”‘   ๐Ÿ“šDive into value investing and learn more about billionaires with our We Study Billionaires podcast show:    โ€ข ๐Ÿ’ฐ We Study Billionaires ๐Ÿฅ‡   ๐Ÿ˜ Learn the ins and outs of real estate investing with our Real Estate 101 podcast show:    โ€ข ๐Ÿ  Real Estate 101 ๐Ÿ’ต   ๐Ÿ’ธGet introduced to the world of investing with our Millennial Investing podcast show:    โ€ข ๐Ÿ’ธ Millennial Investing ๐ŸŽฏ   โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค FOLLOW US ON SOCIAL MEDIA๐Ÿ“ฑ: ๐Ÿ’ป Facebook:   / theinvestorspodcast   ๐Ÿ‘” Linkedin:   / the-investor's-podcast   ๐ŸฆTwitter: https://twitter.com/tip_network?lang=en โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค Download Stig & Preston's 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/f... โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค โค DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investorโ€™s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
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