Jurrien Timmer on 30 Years at Fidelity, the Trump Put, and Bear Market Price Discovery

In the 46th episode of the Market Misbehavior podcast, Dave checks in with Jurrien Timmer, CMT, Director of Global Macro at Fidelity Investments.  Jurrien shares lessons learned from over the 30 years at Fidelity, his beginnings on a Wall Street bond desk, why bear markets tend to produce excellent buying opportunities, the importance of intermarket analysis, extreme valuations for stocks, and charts to watch in Q2 2025.  Recorded 5/8/25.You can follow Jurrien's work on social media at https://x.com/TimmerFidelity.🎓 Take Dave’s FREE course on behavioral investing: https://www.marketmisbehavior.com/freecourse📘 Check out Dave’s recommended reading list: https://www.marketmisbehavior.com/readinglist👉  Follow Dave on X: https://x.com/DKellerCMT👉  Follow Dave on Bluesky: https://bsky.app/profile/dkellercmt.bsky.social👉  Follow Dave on Facebook: https://www.facebook.com/marketmisbehavior👉  Follow Dave on Instagram: https://www.instagram.com/marketmisbehaviorThe content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice.