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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: Gold, Bonds, and Portfolio Strategies

This chapter explores the evolving stock market environment, focusing on the robust bull market for gold and the changing attitudes toward traditional portfolio strategies. It highlights the departure from conventional asset allocation models and the importance of diversification in navigating today's financial landscape, particularly regarding gold as a hedge against rising bond yields.

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