PodcastHedgeye PodcastsOctober 17, 2026
Hedgeye Investing Summit Fall 2026 | Jurrien Timmer, Director of Global Macro at Fidelity
Keith McCullough and Jurrien Timmer discuss Fed chair Warsh, bond yield breakouts and term premium, diversification away from 60-40, earnings growth durability, and AI capex financing risks versus bubble valuations.
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