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Podcast: Inflection Point
Episode: Fidelity Director of Macro on Financial Repression and Bitcoin
Description: In this episode Mike is joined by Jurrien Timmer, Director of Global Macro at Fidelity. Jurrien discusses the markets' record high valuations, inflation's effect on bond yields, financial repression, Bitcoin and Plan B's stock to flow model. Taking a 10,000 foot view, Jurrien highlights how investors can prepare for this period of financial repression and generate returns in a high debt, low yield environment. ---On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.With $10 billion in assets under management and custody, it provides one-stop crypto financial se...