The Compound and Friends Once Upon a Time in Boston
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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.
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Bianco and Timmer's History
- Jurrien Timmer and Jim Bianco have known each other for 35 years, growing up in the business together.
- Before Fidelity, Timmer worked at ABN Bank, where their paths crossed.
Bianco's Market Analysis
- Jim Bianco's market rundowns are comprehensive, covering various economic factors globally.
- His animated delivery style reflects his in-depth analysis.
Bond Market Downturn
- The current bond market is experiencing its worst start to the year in decades.
- The Bloomberg Global Aggregate Total Return Index shows a significant decline, exceeding previous historical drops.