'Barbell' Investing Strategies With Jurrien Timmer

In this episode of Masters in Business, Barry Ritholtz interviews Jurrien Timmer, Director of Global Macro at Fidelity, discussing his background, investment strategies, and current market trends. Timmer shares his journey from fixed income to global macro analysis, emphasizing the importance of a global perspective shaped by his international upbringing. The conversation covers various asset classes, including bonds, equities, gold and crypto, with a focus on secular bull markets, debt dynamics, and the shift from a 60-40 portfolio strategy. Timmer also provides insights on economic cycles, inflation, and overlooked investment opportunities, particularly highlighting gold's potential.