#1022 - Is the Bull Run for Stocks Over? | With Jurrien Timmer
Even the strongest bull markets face corrections.
Real Vision: Finance & Investing · Real Vision Podcast Network
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Show Notes
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Jurrien Timmer, director of global macro at Fidelity Investments, joins Maggie Lake to share his current macro perspective. They discuss whether a soft landing is still possible for the Fed, Jurrien's rate cut expectations, and the influence of AI on his investment thesis.
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#financialmarkets #macro #realvision
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