Jurrien Timmer (Fidelity) – The Global Macro Landscape

Jurrien Timmer, the Director of Global Macro at Fidelity Investments, joins the podcast. In this episode we discuss:

  • Jurrien’s career trajectory and how he became the Director of Global Macro at Fidelity
  • His views on the current crisis in the context of other dislocations he has seen in his 25+ year career
  • Perspectives on the unprecedented interventions that we are seeing from the Federal government
  • The outlook for Gold, Bitcoin and other store of value assets
  • A best and worst case scenario for a recovery.

Follow Jurrien on Twitter and LinkedIn.