Market Misbehavior with David Keller, CMT
On the Market Misbehavior Podcast, host Dave Keller, CMT, keeps things real as he breaks down what’s moving the markets and why it matters to investors. With a genuine, down-to-earth approach, Dave chats with top investment experts about what they’re seeing in the markets and digs into the psychology that shapes our investing choices. It’s not just market talk—it’s about helping you understand the bigger picture and avoid common pitfalls. Whether you’re a seasoned investor or just market-curious, tune in for straightforward discussions and actionable tips for upgrading your investing game.
Market Misbehavior with David Keller, CMT
Jurrien Timmer on 30 Years at Fidelity, the Trump Put, and Bear Market Price Discovery
In the 46th episode of the Market Misbehavior podcast, Dave checks in with Jurrien Timmer, CMT, Director of Global Macro at Fidelity Investments. Jurrien shares lessons learned from over the 30 years at Fidelity, his beginnings on a Wall Street bond desk, why bear markets tend to produce excellent buying opportunities, the importance of intermarket analysis, extreme valuations for stocks, and charts to watch in Q2 2025. Recorded 5/8/25.
You can follow Jurrien's work on social media at https://x.com/TimmerFidelity.
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The content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice.