Episode notes
IN THIS EPISODE, YOU’LL LEARN:
- Who influenced Jurrien and what was sage advice he received when he was first learning?
- What are some of the most important variables he looks at for cycle timing?
- How Jurrien thinks about earnings growth decline and P/E stagnation during a bull run.
- How does the FED respond to inflation in 2022?
- How much can the FED realistically raise rates in the current cycle.
- What Jurrien's long-term secular outlook is for equities and bonds.
- Why has Fidelity been so early to Bitcoin compared to other Wall Street banks?
- Why Fidelity views bitcoin differently than other digital assets.
- What differences does Jurrien see with Bitcoin compared to other assets he's studied through the years?
- Bitcoin Stock to flow (supply model) versus Bitcoin Demand Model (S-Curve).
- The Volcano Bond and how it might be used as a model in the future.
BOOKS AND RESOURCES
- Jurrien Timmer's Twitter Account.
- Link to Fidelity's recently published white paper on Bitcoin.
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Summary
Preston Pysh and Jeff Ross talk about a potential economic tightening event in 2022 and how investors need to think about their positioning. They discuss the impacts it might have on Bitcoin and many other equities and sectors.
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