Ep. 102: Jurrien Timmer on S&P to 8,000, Ukraine Fall-Out and Bitcoin Allocations

Jurrien is the director of Global Macro at Fidelity Investments. Fidelity is the one of the largest asset managers in the world. He is part of Fidelity’s Global Asset Allocation group, where he specialises in asset allocation and global macro strategy. He has held various other roles at Fidelity, including director of market research and technical research analyst. He also co-managed Fidelity Global Strategies Fund from 2007 to 2014.  Before joining Fidelity in 1995, Jurrien was a vice president in the Fixed Income group at ABN AMRO Capital markets in New York. He has been in the financial industry since 1985. In this podcast we discuss: 

1. How the Russia/Ukraine conflict will impact markets 
2. The importance of energy prices 
3. Whether the US stocks are still overvalued 
4. Whether non-US stocks outperform 
5. Whether equity value will outperform growth 
6. Current parallels to the late 1960s  
7. The case for S&P500 at 8000! 
8. Why 1970s parallels could be overstated 
9. The importance of real assets like commodities and real estate 
10. How to fit crypto into your portfolio 
11. The difference between bitcoin and the rest
12. Books that influenced Jurrien: Going to Pieces Without Falling Apart (Epstein) and The Art of Loving (Fromm).  

You can follow Jurrien on Twitter, LinkedIn and here.

You can read the transcript for this podcast here. 

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(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)