Hedgeye Podcasts

Hedgeye Risk Management•www.hedgeye.com

Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as specific investment advice.Hedgeye® is a registered trademark. All Hedegye Real Conversations are the intellectual property of Hedgeye. All rights reserved. For more information, and to subscribe, go to www.hedgeye.com.

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Ep.124 Real Conversations: Jurrien Timmer, Director of Global Macro, Fidelity → Market Risk, Rotation & Opportunity

***This webcast originally aired live on Hedgeye.com on May 7th, 2025*** Fidelity’s Director of Global Macro, Jurrien Timmer , joins Hedgeye CEO Keith McCullough for a timely, no-nonsense breakdown of the current macro investing landscape. Markets are shifting. Policy pivots appear tied to asset price thresholds. The 60/40 portfolio is under pressure. And investors are rotating out of mega-cap dominance into uncorrelated assets like gold and Bitcoin. Key topics include: The market’s new “strike ...

May 07, 2025•57 min

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