The Compound and Friends

Once Upon a Time in Boston

Apr 29, 2022

Jurrien Timmer, Director of Global Macro at Fidelity Investments, brings his deep market expertise to discuss pressing financial topics. He dives into the bond market meltdown, exploring its implications on investment strategies and corporate dynamics. The conversation highlights investor pessimism shaped by inflation and tech earnings. Timmer also shares insights on incorporating Bitcoin in 401(k) plans, and how long-term strategies can weather short-term market volatility, providing valuable perspectives for listeners navigating today's complex financial landscape.

01:36:00

Creator website

Episode guests

Jurrien Timmer

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Episode notes

Intro

2min

Exploring Machine Learning and Financial Insights

2min

Memorable Connections and Financial Insights

3min

From Metal to Markets

8min

Understanding Market Trends Through Technical Analysis

3min

Navigating the Bond Market Turbulence

12min

Navigating the Bond Market Landscape

22min

Market Turbulence and Investment Strategies

8min

Analyzing Investor Sentiment and Market Dynamics

5min

10.

Navigating Market Volatility and Strategies

22min

11.

Cultural Reflections of the 1970s

9min

On episode 44 of The Compound and Friends, Jurrien Timmer joins Michael Batnick and Downtown Josh Brown to discuss: the bond market meltdown, tech earnings, investor pessimism, Bitcoin in 401(k) plans, and much more!

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