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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 Long-Term Investment Cycles and Earnings Dynamics

This chapter explores the dynamics of long-term investment cycles with a focus on the significance of earnings growth rates in influencing market trends. The speakers evaluate current market conditions, emphasizing the impact of earnings revisions, tariffs, and economic uncertainties on growth prospects.

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