

#1022 - Is the Bull Run for Stocks Over? | With Jurrien Timmer
Apr 24, 2024
Jurrien Timmer, Director of global macro at Fidelity Investments, discusses the possibility of a soft landing for the Fed, rate cut expectations, and AI's influence on investments. They explore asset tokenization benefits, US economy resilience post-COVID, inflation concerns, and rethinking asset allocation in the market. The conversation also covers tech stocks, the AI revolution, and market value analysis.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Impact of Rising Bond Yields on Stock Market Performance
01:57 • 6min
Exploring Asset Tokenization and Personal Stories
08:16 • 2min
Resilience of the US Economy Post-COVID
10:36 • 12min
Macroeconomic Uncertainty and Inflation Concerns in Investing
22:51 • 4min
Rethinking Asset Allocation in Today's Market
26:42 • 5min
Analyzing Tech Stocks, AI Revolution, and Market Value
31:27 • 6min