Fidelity Director of Macro on Financial Repression and Bitcoin | Jurrien Timmer

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In this episode Mike is joined by Jurrien Timmer, Director of Global Macro at Fidelity. Jurrien discusses the markets' record high valuations, inflation's effect on bond yields, financial repression, Bitcoin and Plan B's stock to flow model. Taking a 10,000 foot view, Jurrien highlights how investors can prepare for this period of financial repression and generate returns in a high debt, low yield environment.

00:00 ・ Introduction
00:55 ・ Are we in a bubble?
08:42 ・ Low interest rate environment
27:37 ・ Effects of QE
33:51 ・ Asset allocation during financial repression
41:43 ・ Growth vs Value
46:24 ・ Gold & BTC
49:03 ・ Stock to Flow model
1:02:33 ・ The future of the monetary system
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