BTC064: Bitcoin and Fidelity's Director of Global Macro Jurrien Timmer (Bitcoin Podcast‪)‬ We Study Billionaires - The Investor’s Podcast Network

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.

BOOKS AND RESOURCES

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Jurrien Timmer's Twitter Account.

Link to Fidelity's recently published white paper on Bitcoin.

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