On this episode that includes Jurrien Timmer, Director of International Macro for Constancy, we focus on:
– Why TradFi will embrace Bitcoin
– Bitcoin has the ‘provide traits of gold’ and ‘demand traits of a community’
– How a lot ought to conventional traders allocate to Bitcoin?
– How has the 60/40 paradigm developed and the place does Bitcoin slot in?
– Why Bitcoin is exponential gold and an ‘aspirational’ retailer of worth
– Will Bitcoin be the dominant macro asset that demonetizes actual property, equities, bonds, and so forth?
– Retail vs institutional demand for spot Bitcoin ETFs
– Monetary repression and financial dominance
– How markets reacts to presidential election cycle
– Do all roads result in cash printing?
Bio: Jurrien Timmer is the Director of International Macro at Constancy Investments. On this position, Timmer is a part of Constancy’s International Asset Allocation (GAA) group, the place he makes a speciality of asset allocation and international macro technique. Moreover, he’s liable for analyzing market developments and synthesizing funding views throughout Asset Administration to generate market technique insights for the media, in addition to for Constancy’s shoppers. Earlier than becoming a member of Constancy in 1995, Mr. Timmer was a vice chairman within the Mounted Earnings group at ABN AMRO. He has been within the monetary trade since 1985.
Comply with Jurrien on X at https://x.com/TimmerFidelity
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🗒️ IN THIS EPISODE:
00:00 Born & raised on Aruba; Dutch origin
1:10 Beginning profession in banking
3:12 Constancy’s historical past in Bitcoin
8:27 Bitdeer Applied sciences Group
9:25 How a lot ought to I allocate to Bitcoin?
18:28 Bitcoin in conventional portfolios
20:51 Spot Bitcoin ETFs
25:31 Bitcoin at Burning Man
27:13 Bitcoin value vs. worth
30:10 Bitcoin 2024
30:39 Velocity Bitcoin Lightning Pockets
30:59 Coinkite Coldcard Pockets
31:21 The Bitcoin Means
31:55 Fed fiscal dominance
40:00 Election 12 months economic system
44:29 When will we see a recession?
50:11 Inventory market cycle
55:45 The place is Bitcoin going?
59:14 Including Bitcoin to portfolios
1:05:32 Fountain App
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Producer: Aron Bender https://www.linkedin.com/in/aron-bender/
DISCLAIMER Coin Tales is for leisure functions solely and doesn’t give monetary recommendation. #bitcoin #crypto #cash
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