Intro

This chapter explores the crucial role of mentorship in the investment sector, as a seasoned investor reflects on their own journey and the influence of their mentor. The conversation emphasizes the value of learning from past experiences and how historical market trends can guide contemporary investment strategies.

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Episode notes

IN THIS EPISODE, YOU’LL LEARN:

01:01 - Who influenced Jurrien and what was sage advice he received when he was first learning?
05:21 - What are some of the most important variables he looks at for cycle timing?
13:58 - How much can the FED realistically raise rates in the current cycle.
21:25 - How Jurrien thinks about earnings growth decline and P/E stagnation during a bull run.
28:45 - What Jurrien's long-term secular outlook is for equities and bonds.
30:55 - How does the FED respond to inflation in 2022?
35:26 - Why has Fidelity been so early to Bitcoin compared to other Wall Street banks?
35:26 - Why Fidelity views bitcoin differently than other digital assets.
35:26 - What differences does Jurrien see with Bitcoin compared to other assets he's studied through the years?
35:26 - Bitcoin Stock to flow (supply model) versus Bitcoin Demand Model (S-Curve).
51:49 - The Volcano Bond and how it might be used as a model in the future.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Jurrien Timmer's Twitter Account.
Link to Fidelity's recently published white paper on Bitcoin.
New to the show? Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.

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