BTC064: Bitcoin and Fidelity's Director of Global Macro Jurrien Timmer (Bitcoin Podcast)

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 RESOURCESJurrien 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.Invest in the $1.7 trillion art market with Masterworks.io. Use promo code WSB to skip the waitlist.Yieldstreet allows you to invest beyond the stock market with an evolving marketplace of alternative investments. Create your account today.See the all-new 2022 Lexus NX and discover everything it was designed to do for you. Welcome to the next level.Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Get access to some of the most sought-after real estate in the U.S. with Crowdstreet.Get in early on medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more with a FREE OurCrowd account. Open yours today.Send, spend and receive money around the world easily with Wise.Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins.Stay on top of all your processes - directly inside Gmail with Streak. Get 20% off the Pro plan today.Reclaim your health and arm your immune system with convenient, daily nutrition. Athletic Greens is going to give you a FREE 1 year supply of immune-supporting Vitamin D AND 5 FREE travel packs with your first purchase.Find Pros & Fair Pricing for Any Home Project for Free with Angi.Canada’s #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.Let TurboTax Live Experts help you however you need, and if you need an extra hand, hand your taxes off to them and they’ll do it all for you!Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.HELP US OUT!What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!SummaryPreston Pysh and Jeff Ross talk about a potential economic tightening event in 2022 and how investors need to think about their positioning. They discuss the impacts it might have on Bitcoin and many other equities and sectors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


by We Study Billionaires - The Investor’s Podcast Network