Ep.114 Real Conversations: Jurrien Timmer, Director of Global Macro at Fidelity episode artwork

EPISODE · Jul 9, 2024 · 1H 2M

Ep.114 Real Conversations: Jurrien Timmer, Director of Global Macro at Fidelity

from Hedgeye Podcasts · host Hedgeye Risk Management

Join us Tuesday, July 9th at 11:00 AM ET for an engaging Real Conversation featuring Jurrien Timmer, Director of Global Macro at Fidelity, hosted by Hedgeye CEO Keith McCullough. Dive into the shifting dynamics reshaping financial markets, including the dramatic bifurcation in the S&P 500 and evolving role of massive companies like Microsoft, Apple, and Nvidia.This deep dive conversation will cover a host of important topics, including the current interest rate climate, likely future Fed actions, and the role of bonds amidst rising U.S. debt service costs. Gain actionable insights into key economic developments and investing strategies critical for your portfolio’s success.Don't miss this opportunity to enhance your understanding of the investment landscape and explore actionable strategies.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksTop Stock PicksSector Pro ProductsRisk RangesEarly LookGet an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.

Episode metadata supplied by the publisher feed · Published Jul 9, 2024

Embed this episode

Join us Tuesday, July 9th at 11:00 AM ET for an engaging Real Conversation featuring Jurrien Timmer, Director of Global Macro at Fidelity, hosted by Hedgeye CEO Keith McCullough. Dive into the shifting dynamics reshaping financial markets, including the dramatic bifurcation in the S&P 500 and evolving role of massive companies like Microsoft, Apple, and Nvidia. This deep dive conversation will cover a host of important topics, including the current interest rate climate, likely future Fe...

Distinct summary based on available episode metadata or transcript content.

NOW PLAYING

Ep.114 Real Conversations: Jurrien Timmer, Director of Global Macro at Fidelity

0:00 1:02:15

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Hedgeye Podcasts?

This episode is 1 hour and 2 minutes long.

When was this Hedgeye Podcasts episode published?

This episode was published on July 9, 2024.

Can I download this Hedgeye Podcasts episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!