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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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Understanding Market Cycles and Sentiment

This chapter analyzes the cyclical nature of markets and the influence of human emotions like fear and greed on investment strategies. It draws from extensive career experiences, discussing recent market fluctuations, including a significant decline referred to as a 'quad four crash,' and emphasizes the importance of adapting to evolving market conditions. Additionally, the speakers explore the impact of political actions and economic indicators on market behavior and long-term investment decisions.

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