In this episode of “On the Margin,” Blockworks’ co-founder Michael Ippolito, sits down with Director of Global Macro at Fidelity, Jurrien Timmer. They discuss the markets’ record high valuations, inflation’s effect on bond yields, bitcoin and Plan B’s stock-to-flow model. Taking a 10,000 foot view, Jurrien highlights how investors can prepare for this period of financial repression and generate returns in a high debt, low yield environment.
- Low interest rate environment
- Effects of QE
- Asset allocation during financial repression
- The future of the monetary system
“On the Margin” is a two-part show. Once a week, Mike interviews industry experts, and then at the end of the week he is joined by co-host Tyler Neville where they break down the top crypto and macro stories. Episodes go live every Wednesday and Saturday morning.