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Above is a brief excerpt from a conversation between our Senior Macro analyst Darius Dale and Fidelity’s Jurrien Timmer. It was originally broadcast live during our Hedgeye Investing Summit on October 14, 2019.

In it, Timmer and Dale discuss the difference between market environments in Q4 of 2018 and Q3 of 2019 and the Fed's response.

To watch this full 50 minute discussion and see other featured guests CLICK HERE.