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Masters in Business

'Barbell' Investing Strategies With Jurrien Timmer

Masters in Business

Bloomberg

Business, Entrepreneurship, Investing

4.42.2K Ratings

🗓️ 10 October 2025

⏱️ 89 minutes

🧾️ Download transcript

Summary

Barry Ritholtz speaks with Jurrien Timmer, director of global macro at Fidelity investments. They discuss his career path, key market charts and Timmer's "barbell approach" to investing in both high-flying tech stocks and equities outside of the US.

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Transcript

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0:00.0

There are two kinds of people in the world.

0:01.8

People who think about climate change and people who are doing something about it.

0:06.1

On the Zero podcast, we talk to both kinds of people.

0:09.1

People you've heard of, like Bill Gates.

0:11.0

I'm looking at what the world has to do to get to zero, not using climate as a moral crusade.

0:17.5

And the creative minds you haven't heard of yet.

0:19.7

It is serious stuff, but never doom and gloom.

0:22.9

I am Akshadratti.

0:24.2

Listen to Zero every Thursday from Bloomberg Podcasts on Apple, Spotify, or anywhere else you get your podcasts.

0:32.5

Bloomberg Audio Studios, Podcasts, Radio News.

0:40.0

This is Masters in Business with Barry Rittoltz on Bloomberg Radio.

0:46.1

On the latest Masters in Business podcast, an amazing conversation.

0:51.4

I sit down with Urien Timmer.

0:53.3

He's the director of Global Macro at Fidelity.

0:56.6

They touch about 50 million separate clients. What an amazing conversation.

1:01.9

Urien has been started out in fixed income before he became a market technician.

1:07.9

Now global macro is his beat, which means he covers everything.

1:11.9

U.S. overseas, equity, bonds, commodities, economic data.

1:17.6

I thought this conversation was fascinating.

1:20.4

And I think you will also, what a depth and breadth of knowledge.

1:24.5

With no further ado, my conversation with Fidelity's Uri and Timmer.

1:29.3

Uri and Timmer, welcome to Bloomberg. Thank you very much, Barry. I've been looking forward to this.

...

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