Asset Allocation | Bitcoin & Crypto | Equities
Podcast Transcript: Jurrien Timmer on S&P to 8,000, Ukraine Fall-Out and Bitcoin Allocations
- By Bilal Hafeez
This is an edited transcript of our podcast episode with Jurrien Timmer, published 4 March 2022. He is the director of Global Macro at Fidelity Investments, 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. In the podcast we discuss, how the Russia/Ukraine conflict will impact markets, how to fit crypto into your portfolio, the importance of real assets like commodities and real estate, and much more. While we have tried to make the transcript as accurate as possible, if you do notice any errors, let me know by email.
This article is only available to Macro Hive subscribers. Sign-up to receive world-class macro analysis with a daily curated newsletter, podcast, original content from award-winning researchers, cross market strategy, equity insights, trade ideas, crypto flow frameworks, academic paper summaries, explanation and analysis of market-moving events, community investor chat room, and more.