Watch the full replay of 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 covered 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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If you’re an investor interested in learning more about our unique process (and how to shift the odds in your favor) we encourage you to visit Hedgeye University. Your tuition is on us!
