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On The Brink with Castle Island


Mar 25, 2020

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