In this episode, we’re joined by Jurrien Timmer, Director of Global Macro at Fidelity Investments, for a wide-ranging conversation on market cycles, long-term investing, and the shifting dynamics in the macro landscape.Jurrien shares how his background in technical analysis has evolved into a storytelling approach to macro strategy. We dive into:<ul><li>The interplay between technicals and macro data</li><li>Why market signals matter more than hard predictions</li><li>How Jurrien defines and interprets cycles — and what might be different this time</li><li>How he integrates behavioral finance into his framework</li><li>The risks and opportunities he’s watching in 2025</li></ul>Whether you're an investor navigating uncertainty or a macro enthusiast trying to connect the dots, this episode delivers timeless perspective and practical insights from one of Fidelity's most respected voices.Connect with Jurrien Timmer:<ul><li>X (Twitter): <a href="https://twitter.com/TimmerFidelity">@TimmerFidelity</a></li></ul>••LinkedIn: <a href="https://www.linkedin.com/in/jurrientimmer">Jurrien Timmer</a>

In this episode, we’re joined by Jurrien Timmer, Director of Global Macro at Fidelity Investments, for a wide-ranging conversation on market cycles, long-term investing, and the shifting dynamics in the macro landscape. Jurrien shares how his background in technical analysis has evolved into a storytelling approach to macro strategy. We dive into: The interplay between technicals and macro dataWhy market signals matter more than hard predictionsHow Jurrien defines and interprets cycles — and ...

Buzzsprout

What's Next For Markets

Dan Nivasch

The Wisdom of Staying Disciplined: Fidelity’s Jurrien Timmer on Market Cycles