Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai.

Jurrien Timmer, director of global macro at Fidelity Investments, joins Maggie Lake to share his current macro perspective. They discuss whether a soft landing is still possible for the Fed, Jurrien's rate cut expectations, and the influence of AI on his investment thesis.

This episode is brought to you by Chintai, your partner in asset tokenization. Licensed and regulated by Singapore's MAS and powered by the innovative $CHEX token, Chintai offers a compliant, onestop solution for bringing realworld assets onchain. Chintai enables the tokenization of virtually any asset from carbon credits to corporate debt, private funds, and real estate enhancing liquidity and optimizing efficiency for all. With billions of dollars in client deals facilitated, explore how you too can take advantage of tokenization by visiting www.realvision.com/chintai.

Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities.

#financialmarkets #macro #realvision

About Real Vision™:
We arm you with the knowledge, tools, and network to succeed on your financial journey.

Connect with Real Vision™ Online:
Twitter: https://rvtv.io/twitter
Instagram: https://rvtv.io/instagram
Facebook: https://rvtv.io/facebook
Linkedin: https://rvtv.io/linkedin

00:00 Intro
01:30 Jurrien's Outlook on Treasuries
05:50 "The Almost Recession" What Supporting The Earnings Growth?
07:50 The Resilient of the US Economy
10:15 What's the Risk Here? (Geopolitics)
18:20 The Speed Of Move Matters
20:30 The Concerns Of Higher Inflation
26:30 60/40 Is Dead Portfolio Construction
29:00 META Earnings AI Impacts on the Mega Cap Tech

Disclaimer: https://media.realvision.com/wp/20231...