Jurrien Timmer: Bitcoin in a 60/40 TradFi Portfolio, How Assets Perform in Election Years, Bitcoin Risk vs Reward
In this episode featuring Jurrien Timmer, Director of Global Macro for Fidelity, we discuss:
- Why TradFi will embrace Bitcoin
- Bitcoin has the 'supply characteristics of gold' and 'demand characteristics of a network'
- How much should traditional investors allocate to Bitcoin?
- How has the 60/40 paradigm evolved and where does Bitcoin fit in?
- Why Bitcoin is exponential gold and an ‘aspirational’ store of value
- Will Bitcoin be the dominant macro asset that demonetizes real estate, equities, bonds, etc?
- Retail vs institutional demand for spot Bitcoin ETFs
- Financial repression and fiscal dominance
- How markets reacts to presidential election cycle
- Do all roads lead to money printing?
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Bio: Jurrien Timmer is the Director of Global Macro at Fidelity Investments. In this role, Timmer is part of Fidelity’s Global Asset Allocation (GAA) group, where he specializes in asset allocation and global macro strategy. Additionally, he is responsible for analyzing market trends and synthesizing investment perspectives across Asset Management to generate market strategy insights for the media, as well as for Fidelity’s clients. Before joining Fidelity in 1995, Mr. Timmer was a vice president in the Fixed Income group at ABN AMRO. He has been in the financial industry since 1985. Follow Jurrien on X at https://x.com/TimmerFidelity
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This podcast is for educational purposes and should not be construed as official investment advice.
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