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Podcast: Hedgeye Podcasts
Episode: Ep.114 Real Conversations: Jurrien Timmer, Director of Global Macro at Fidelity
Description: Join us Tuesday, July 9th at 11:00 AM ET for an engaging Real Conversation featuring Jurrien Timmer, Director of Global Macro at Fidelity, hosted by Hedgeye CEO Keith McCullough. Dive into the shifting dynamics reshaping financial markets, including the dramatic bifurcation in the S&P 500 and evolving role of massive companies like Microsoft, Apple, and Nvidia.This deep dive conversation will cover a host of important topics, including the current interest rate climate, likely future Fed actions, and the role of bonds amidst rising U.S. debt service costs. Gain actionable insights into key...