Jurrien Timmer: Bitcoin in a 60/40 TradFi Portfolio, How Assets Perform in Election Years, Bitcoin Risk vs Reward
Coin Stories
Introduction
Exploring the relationship between election cycles and Bitcoin's bull market, along with insights into the personal journey of a Fidelity director from Aruba to managing diverse asset classes.
In this episode featuring Jurrien Timmer, Director of Global Macro for Fidelity, we discuss:
- Why TradFi will embrace Bitcoin
- Bitcoin has the 'supply characteristics of gold' and 'demand characteristics of a network'
- How much should traditional investors allocate to Bitcoin?
- How has the 60/40 paradigm evolved and where does Bitcoin fit in?
- Why Bitcoin is exponential gold and an ‘aspirational’ store of value
- Will Bitcoin be the dominant macro asset that demonetizes real estate, equities, bonds, etc?
- Retail vs institutional demand for spot Bitcoin ETFs
- Financial repression and fiscal dominance
- How markets reacts to presidential election cycle
- Do all roads lead to money printing?
----
Bio: Jurrien Timmer is the Director of Global Macro at Fidelity Investments. In this role, Timmer is part of Fidelity’s Global Asset Allocation (GAA) group, where he specializes in asset allocation and global macro strategy. Additionally, he is responsible for analyzing market trends and synthesizing investment perspectives across Asset Management to generate market strategy insights for the media, as well as for Fidelity’s clients. Before joining Fidelity in 1995, Mr. Timmer was a vice president in the Fixed Income group at ABN AMRO. He has been in the financial industry since 1985. Follow Jurrien on X at https://x.com/TimmerFidelity
----
Coin Stories is powered by Bitdeer Technologies Group (NASDAQ: BTDR), a publicly-traded leader in Bitcoin mining that stands alone as the only vertically-integrated, technology-focused Bitcoin mining company. Learn more at www.bitdeer.com.
----
Natalie’s Promotional Links:
- Bitcoin Nashville is July 25-27th! Join me for my 3rd Annual Women of Bitcoin Brunch! Get 10% off your conference passes using the code HODL: https://b.tc/conference.
- Buy Bitcoin, secure it through multisig collaborative custody, start a Bitcoin IRA or take out a Bitcoin loan with UNCHAINED: https://shorturl.at/jmW29 promo code Natalie
- Never wait or pay high fees for making Bitcoin payments. Use Speed Lightning Wallet to instantly send and receive Bitcoin: https://speedbtcwallet.onelink.me/cGph/coinstories
- Safely self-custody your Bitcoin with Coinkite and the ColdCard Wallet. Get 5% off: https://shorturl.at/apsLU
- Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/partners/natalie-brunell
- Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America’s most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie
- Don’t waste hundreds of dollars per month on fiat health insurance. Join me at CrowdHealth, a large community of Bitcoiners passionate about health who crowdfund each other’s care: www.crowdhealth.com/natalie
- Connect with Bitcoiners and Bitcoin merchants wherever you live and travel on the Orange Pill App: https://shorturl.at/gvxS3
----
This podcast is for educational purposes and should not be construed as official investment advice.
----
VALUE FOR VALUE — SUPPORT NATALIE’S SHOWS
- Strike ID https://strike.me/coinstoriesnat/
- Cash App $CoinStories
#money #Bitcoin #investing
Remember Everything You Learn from Podcasts
