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Real Conversations | Jurrien Timmer, Director of Global Macro, Fidelity

**This webcast originally aired live on Hedgeye.com on May 7th, 2025** Fidelity’s Director of Global Macro, Jurrien Timmer, joins Hedgeye CEO Keith McCullough for a timely, no-nonsense breakdown of the current macro investing landscape. Markets are shifting. Policy pivots appear tied to asset price thresholds. The 60/40 portfolio is under pressure. And investors are rotating out of mega-cap dominance into uncorrelated assets like gold and Bitcoin. Key topics include: The market’s new “strike price” — and what it signals about policy risk Why the 60/40 era is fading — and what replaces it GDP markdowns, earnings resets, and what they mean for equities Where risk is rising — and where real opportunity may exist View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/course...