On The Brink with Castle Island

Jurrien Timmer (Fidelity) on the global macro landscape

Jurrien Timmer, the Director of Global Macro at Fidelity Investments, joins the podcast. In this episode we discuss:

- Jurrien's career trajectory and how he became the Director of Global Macro at Fidelity

- His views on the current crisis in the context of other dislocations he has seen in his 25+ year career

- Perspectives on the unprecedented interventions that we are seeing from the Federal government

- The outlook for Gold, Bitcoin and other store of value assets

- A best and worst case scenario for a recovery.

Follow Jurrien:

- https://www.linkedin.com/in/jurrien-timmer-fidelity/

- https://twitter.com/TimmerFidelity