Episode Summary
#1022 - Is the Bull Run for Stocks Over? | With Jurrien Timmer
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Jurrien Timmer, director of global macro at Fidelity Investments, joins Maggie Lake to share his current macro perspective. They discuss whether a soft landing is still possible for the Fed, Jurrien's rate cut expectations, and the influence of AI on his investment thesis.
Show Notes
🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai.
Jurrien Timmer, director of global macro at Fidelity Investments, joins Maggie Lake to share his current macro perspective. They discuss whether a soft landing is still possible for the Fed, Jurrien's rate cut expectations, and the influence of AI on his investment thesis.
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Hosts
Ash Bennington
@AshBennington
Maggie Lake
@maggielake
Raoul Pal
@RaoulGMI
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