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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 Market Dynamics

This chapter examines the evolving landscape of market risk and investment opportunities since 2009, focusing on imbalances in stock demand and supply. It discusses the implications of changing economic conditions, the cyclical nature of market behaviors, and the concentration of high-growth stocks like the MAG7. The chapter highlights the importance of historical context and skilled stock selection in navigating current and future market uncertainties.

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