Episode notes
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
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Jurrien Timmer's Twitter Account.- Link to Fidelity's recently published white paper on Bitcoin.
- New to the show? Check out our We Study Billionaires Starter Packs.
- Browse through all our episodes (complete with transcripts) here.
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