Manage episode 487873986 series 3642467
In the 46th episode of the Market Misbehavior podcast, Dave checks in with Jurrien Timmer, CMT, Director of Global Macro at Fidelity Investments. Jurrien shares lessons learned from over the 30 years at Fidelity, his beginnings on a Wall Street bond desk, why bear markets tend to produce excellent buying opportunities, the importance of intermarket analysis, extreme valuations for stocks, and charts to watch in Q2 2025. Recorded 5/8/25.
You can follow Jurrien's work on social media at https://x.com/TimmerFidelity.
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The content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice.
66 episodes