Jurrien Timmer on S&P to 8,000, Ukraine Fall-Out and Bitcoin Allocations

Jurrien is the director of Global Macro at Fidelity Investments. Fidelity is the one of the largest asset managers in the world. He is part of Fidelity’s Global Asset Allocation group, where he specialises in asset allocation and global macro strategy. He has held various other roles at Fidelity, including director of market research and technical research analyst. He also co-managed Fidelity Global Strategies Fund from 2007 to 2014. Before joining Fidelity in 1995, Jurrien was a vice president in the Fixed Income group at ABN AMRO Capital markets in New York. He has been in the financial industry since 1985. In this podcast we discuss:

How the Russia/Ukraine conflict will impact markets, the importance of energy prices, whether non-US stocks can outperform, and current parallels to the late 1960s. Jurrien also discussed the case for S&P500 at 8000, why the 1970s parallels could be overstated, how to fit crypto into your portfolio, and the difference between bitcoin and the rest. Finally, Jurrien revealed the books that influenced him the most: Going to Pieces Without Falling Apart (Epstein) and The Art of Loving (Fromm).

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