Should Old Investments Be Forgot?

Should Old Investments Be Forgot?

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Don't Fight The Treasury with Jurrien Timmer, Fidelity's Director of Global Macro

In this episode of the RiskReversal Podcast, Dan Nathan and Guy Adami host Jurrien Timmer, Director of Global Macro Research at Fidelity Investments. The discussion reflects on the October 2023 market scenario when the 10-year yield reached 5% and the S&P 500 declined by 10%. Jur ...  Show more

Will The Capital Markets Close on OpenAI? | Steve Milunovich x Okay, Computer.

Dan Nathan is joined by Steve Milunovich, a tech investor and retired sell-side analyst from Merrill Lynch. The discussion delves into the parallels between the AI boom and the dotcom era, touching on technological waves from the 1980s to the present. Milunovich highlights simila ...  Show more

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