RiskReversal Pod Stocks Staying Alive with Negativity & A Conversation with Jurrien Timmer of Fidelity
4 snips
Oct 6, 2023 Jurrien Timmer, Director of Global Macro at Fidelity joins the show to talk about rising interest rates, gold/bitcoin, oil demand destruction, equities crash, strikes, consumer stocks, CFPB, Genius Sports, NFL picks, stock market in limbo, broadening market rally, yield curve, rate-sensitive sectors, the consumer, and U.S. dollar strength.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Threatening Storms and Negativity in Global Finance
01:54 • 2min
The Fed's Impact on the Economy and Stock Market
03:48 • 15min
The Relationship Between the Stock Market and Bond Market
19:00 • 13min
Conversation with Fidelity's Director of Global Macro and Introducing Event Contracts, eye connections, and Roe Weight Loss Medication
32:02 • 3min
Analyzing the Impact of Fiscal and Monetary Policies on the Stock Market
35:02 • 22min
Analyzing the Strength of the US Dollar and Its Global Impact
57:30 • 3min
Concentration of Large Tech Stocks and Appreciating Negativity
01:00:34 • 2min