While the equity bull market remains narrow, with tech leaders directionally powering indices higher, does the rest of the market make sense today? And where in this market do newer assets, or newer asset allocations, take their place in the leaderboard? Where do gold, bitcoin, and bonds of all stripes rank? Does their current placement hold for the months and years ahead, as we settle into a space of fiscal dominance? Today's guest says that the earnings, buybacks and margins stories are indeed underwriting stock strength, despite a chaotic macro-economic picture. Though, there are signs this secular bull market is a maturing one. Joining this episode to share with you his latest research and thoughts is Fidelity’s Director of Global Macro, Jurrien Timmer.

Recorded on September 8, 2025.

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