BTC064: Bitcoin and Fidelity's Director of Global Macro Jurrien Timmer (Bitcoin Podcast)

<p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><ul><li>Who influenced Jurrien and what was sage advice he received when he was first learning?</li><li>What are some of the most important variables he looks at for cycle timing?</li><li>How Jurrien thinks about earnings growth decline and P/E stagnation during a bull run.</li><li>How does the FED respond to inflation in 2022?</li><li>How much can the FED realistically raise rates in the current cycle.</li><li>What Jurrien's long-term secular outlook is for equities and bonds.</li><li>Why has Fidelity been so early to Bitcoin compared to other Wall Street banks?</li><li>Why Fidelity views bitcoin differently than other digital assets.</li><li>What differences does Jurrien see with Bitcoin compared to other assets he's studied through the years?</li><li>Bitcoin Stock to flow (supply model) versus Bitcoin Demand Model (S-Curve).</li><li>The Volcano Bond and how it might be used as a model in the future.</li></ul><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li><a href="https://twitter.com/TimmerFidelity" rel="noopener noreferrer" target="_blank"><strong>Jurrien Timmer's Twitter Account</strong></a>.</li><li>Link to<a href="https://www.fidelitydigitalassets.com/bin-public/060_www_fidelity_com/documents/FDAS/bitcoin-first.pdf" rel="noopener noreferrer" target="_blank"> <strong>Fidelity's recently published white paper on Bitcoin</strong></a>.</li><li>New to the show? Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/" rel="noopener noreferrer" target="_blank"><strong>We Study Billionaires Starter Packs</strong></a>.</li><li>Invest in the $1.7 trillion art market with&nbsp;<a href="https://www.masterworks.io/" rel="noopener noreferrer" target="_blank"><strong>Masterworks.io</strong></a>. Use promo code WSB to skip the waitlist.</li><li><a href="https://yieldstreet.com/" rel="noopener noreferrer" target="_blank"><strong>Yieldstreet</strong></a>&nbsp;allows you to invest beyond the stock market