Jurrien Timmer, director of global macro at investment giant Fidelity, in his first appearance on Real Vision, uses his 30+ years of experience in global macro analysis to outline his investment framework and process in order to help Raoul assess where we are in the business cycle now. Jurrien and Raoul debate inflation and the current potential soft patch in the global economy and Jurrien outlines the huge investment opportunity in Bitcoin, Ethereum and his thesis for being long growth equities, coincidentally dovetailing in nicely with Raoul’s own views.