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Podcast: Hedgeye Podcasts
Episode: Ep.124 Real Conversations: Jurrien Timmer, Director of Global Macro, Fidelity → Market Risk, Rotation & Opportunity
Description: ***This webcast originally aired live on Hedgeye.com on May 7th, 2025***Fidelity’s Director of Global Macro, Jurrien Timmer, joins Hedgeye CEO Keith McCullough for a timely, no-nonsense breakdown of the current macro investing landscape.Markets are shifting. Policy pivots appear tied to asset price thresholds. The 60/40 portfolio is under pressure. And investors are rotating out of mega-cap dominance into uncorrelated assets like gold and Bitcoin.Key topics include:The market’s new “strike price” — and what it signals about policy ris...