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Ep.124 Real Conversations: Jurrien Timmer, Director of Global Macro, Fidelity → Market Risk, Rotation & Opportunity

Hedgeye Podcasts

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Navigating Gold and Bitcoin in Market Dynamics

This chapter explores gold's role as a stable investment in the context of declining stock and bond markets, and compares its performance against Bitcoin. It emphasizes the need for strategic portfolio diversification while analyzing the correlations between these assets and the US dollar amid changing economic conditions. The conversation highlights the importance of maintaining an objective perspective and learning from past investment experiences to capitalize on market opportunities.

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