We Study Billionaires - The Investors Podcast

IN THIS EPISODE, YOU’LL LEARN: 01:01 - Who influenced Jurrien and what was sage advice he received when he was first learning? 05:21 - What are some of the most important variables he looks at for cycle timing? 13:58 - How much can the FED realistically raise rates in the current cycle. 21:25 - How Jurrien thinks about earnings growth decline and P/E stagnation during a bull run. 28:45 - What Jurrien's long-term secular outlook is for equities and bonds. 30:55 - How does the FED respond to inflation in 2022? 35:26 - Why has Fidelity been so early to Bitcoin compared to other Wall Street banks? 35:26 - Why Fidelity views bitcoin differently than other digital assets. 35:26 - What differences does Jurrien see with Bitcoin compared to other assets he's studied through the years? 35:26 - Bitcoin Stock to flow (supply model) versus Bitcoin Demand Model (S-Curve). 51:49 - The Volcano Bond and how it might be used as a model in the future. *Disclaimer: Slight timestamp discrepancies may occur due to pod