BTC064: Bitcoin and Fidelity's Director of Global Macro Jurrien Timmer (Bitcoin Podcast)

  • Thread starter We Study Billionaires - The Investor’s Podcast
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We Study Billionaires - The Investor’s Podcast

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IN THIS EPISODE, YOU’LL LEARN:

  • 01:01 - Who influenced Jurrien and what was sage advice he received when he was first learning?
  • 05:21 - What are some of the most important variables he looks at for cycle timing?
  • 13:58 - How much can the FED realistically raise rates in the current cycle.
  • 21:25 - How Jurrien thinks about earnings growth decline and P/E stagnation during a bull run.
  • 28:45 - What Jurrien's long-term secular outlook is for equities and bonds.
  • 30:55 - How does the FED respond to inflation in 2022?
  • 35:26 - Why has Fidelity been so early to Bitcoin compared to other Wall Street banks?
  • 35:26 - Why Fidelity views bitcoin differently than other digital assets.
  • 35:26 - What differences does Jurrien see with Bitcoin compared to other assets he's studied through the years?
  • 35:26 - Bitcoin Stock to flow (supply model) versus Bitcoin Demand Model (S-Curve).
  • 51:49 - The Volcano Bond and how it might be used as a model in the future.



*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.



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