Jurrien Timmer: Bitcoin's Risk-Reward 'in Another Universe', Asset Transforming 60/40 Portfolio

In this episode featuring Jurrien Timmer, Director of Global Macro for Fidelity, we discuss:
- Why TradFi will embrace Bitcoin
- Bitcoin has the 'supply characteristics of gold' and 'demand characteristics of a network'
- How much should traditional investors allocate to Bitcoin?
- How has the 60/40 paradigm evolved and where does Bitcoin fit in?
- Why Bitcoin is exponential gold and an ‘aspirational’ store of value
- Will Bitcoin be the dominant macro asset that demonetizes real estate, equities, bonds, etc?
- Retail vs institutional demand for spot Bitcoin ETFs
- Financial repression and fiscal dominance
- How markets reacts to presidential election cycle
- Do all roads lead to money printing?

Bio: Jurrien Timmer is the Director of Global Macro at Fidelity Investments. In this role, Timmer is part of Fidelity’s Global Asset Allocation (GAA) group, where he specializes in asset allocation and global macro strategy. Additionally, he is responsible for analyzing market trends and synthesizing investment perspectives across Asset Management to generate market strategy insights for the media, as well as for Fidelity’s clients. Before joining Fidelity in 1995, Mr. Timmer was a vice president in the Fixed Income group at ABN AMRO. He has been in the financial industry since 1985.
Follow Jurrien on X at https://x.com/TimmerFidelity

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🗒️ IN THIS EPISODE:
00:00 Born & raised on Aruba; Dutch origin
1:10 Starting career in banking
3:12 Fidelity's history in Bitcoin
8:27 Bitdeer Technologies Group
9:25 How much should I allocate to Bitcoin?
18:28 Bitcoin in traditional portfolios
20:51 Spot Bitcoin ETFs
25:31 Bitcoin at Burning Man
27:13 Bitcoin price vs. value
30:10 Bitcoin 2024
30:39 Speed Bitcoin Lightning Wallet
30:59 Coinkite Coldcard Wallet
31:21 The Bitcoin Way
31:55 Fed fiscal dominance
40:00 Election year economy
44:29 When will we see a recession?
50:11 Stock market cycle
55:45 Where is Bitcoin going?
59:14 Adding Bitcoin to portfolios
1:05:32 Fountain App

💡 OTHER RESOURCES
Natalie’s website https://www.talkingbitcoin.com/
Fidelity Investments https://www.fidelity.com/

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Producer: Aron Bender   / aron-bender  

DISCLAIMER Coin Stories is for entertainment purposes only and does not give financial advice. #bitcoin #crypto #money