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 data
• Why market signals matter more than hard predictions
• How Jurrien defines and interprets cycles — and what might be different this time
• How he integrates behavioral finance into his framework
• The risks and opportunities he’s watching in 2025

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:

• X (Twitter): @TimmerFidelity

••LinkedIn: Jurrien Timmer