Jurien gave a great webinar on Bitcoin today, and he talked about BTC in the context of monetary policy, other hard assets like gold & silver, and how to think about it as part of your portfolio. Here is the link, if they don't keep it alive for long, you may have to login to Fidelity.com and look for the archived presentation somewhere, and/or sign up for a future presentations.
Jurien Timmer, CMT, is director of Global Macro at Fidelity Investments. I follow him "@" TimmerFidelity on Twitter.
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