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
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com