In this episode, we’re joined by Jurrien Timmer, Director of Global Macro at Fidelity Investments, for a wide-ranging conversation on market cycles, long-term investing, and the shifting dynamics in the macro landscape.
Jurrien shares how his background in technical analysis has evolved into a storytelling approach to macro strategy. We dive into:
- The interplay between technicals and macro data
- Why market signals matter more than hard predictions
- How Jurrien defines and interprets cycles — and what might be different this time
- How he integrates behavioral finance into his framework
- The risks and opportunities he’s watching in 2025
Whether you're an investor navigating uncertainty or a macro enthusiast trying to connect the dots, this episode delivers timeless perspective and practical insights from one of Fidelity's most respected voices.
Connect with Jurrien Timmer:
- X (Twitter): @TimmerFidelity
••LinkedIn: Jurrien Timmer
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