Real Conversations | The Big Picture: A Look at Today's Investing Landscape with Jurrien Timmer

Join us Tuesday, July 9th at 11:00 AM ET for an engaging Real Conversation featuring Jurrien Timmer, Director of Global Macro at Fidelity, hosted by Hedgeye CEO Keith McCullough. Dive into the shifting dynamics reshaping financial markets, including the dramatic bifurcation in the S&P 500 and evolving role of massive companies like Microsoft, Apple, and Nvidia.
This deep dive conversation will cover a host of important topics, including the current interest rate climate, likely future Fed actions, and the role of bonds amidst rising U.S. debt service costs. Gain actionable insights into key economic developments and investing strategies critical for your portfolio’s success.
Don't miss this opportunity to enhance your understanding of the investment landscape and explore actionable strategies.
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[@rocking1313]

Excellent conversation with no hyperbole ! Thanks Jurrien and Keith

[@timhoppers1]

Great conversation by a true seasoned professional.
You’re pretty good too, Keith 😉✅

[@dimitri9959]

Lynn Alden has been talking about the 1940’s and Fiscal Dominance for three years.

[@Channelscruf]

And Jurrien has been studying and talking about the ‘40s for a decade.

[@Jay-xr3sb]

Did she buy the mag 7

[@savvyguy1353]

Not Quad 3

[@geoffgjof]

Curious why you guys don't think earnings are in the same bullwhip effect cycle that manufacturing is, just on a lag?
Also, what do you think of Nobody Special Finance's digging on the round tripping that could be going on with NVIDIA's earnings?

[@NAC79]

Boola Boola