Jurrien Timmer, Director of Global Macro, joins us again today to share his markets and global macro perspectives. Today’s podcast was recorded on the morning of January 24th, amid a time of volatility in the markets. Jurrien and host Pamela Ritchie reflect on this volatility, with Jurrien sharing that drawdowns are normal, especially against the backdrop of the growth seen since the March 2020 lows. Jurrien also looks at inflation, historical market performance during U.S. election and mid-term years, returns of various sectors, and geopolitics, among other topics. Per usual, Jurrien will have a few charts, so please load up @TimmerFidelity on Twitter to follow along.

Recorded on January 24, 2022.

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