In this episode, we’re joined by Jurrien Timmer, Director of Global Macro at Fidelity Investments, for a wide-ranging conversation on market cycles, long-term investing, and the shifting dynamics in the macro landscape.Jurrien shares how his background in technical analysis has evolved into a storytelling approach to macro strategy. We dive into:The interplay between technicals and macro dataWhy market signals matter more than hard predictionsHow Jurrien defines and interprets cycles — and what might be different this timeHow he integrates behavioral finance into his frameworkThe risks and opportunities he’s watching in 2025Whether you're an investor navigating uncertainty or a macro enthusiast trying to connect the dots, this episode delivers timeless perspective and practical insights from one of Fidelity's most respected voices.Connect with Jurrien Timmer:X (Twitter): @TimmerFidelity••LinkedIn: Jurrien Timmer

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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