In Good Company with Nicolai Tangen Greg Jensen: Building Bridgewater, mastering AI and the power of radical transparency
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Nov 26, 2025 
Greg Jensen, Co-CIO of Bridgewater Associates and a pioneer in AI-driven investing, shares insights on transformative trends in global finance. He discusses modern mercantilism and its impact on investor adaptation and U.S. capital attraction. Greg reveals how Bridgewater translated decades of knowledge into algorithms with their Secure Garden and built an artificial investor. He champions radical transparency in decision-making and warns of the AI resource grab affecting inflation and investment strategies while emphasizing the importance of diversified, global portfolios.
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Three Forces Reshaping Global Finance
- Modern mercantilism, AI and concentrated capital are the three biggest forces reshaping markets today.
- You must understand all three to make sense of macro outcomes and investment risk.
Mercantilism Rewrites Trade And Investment
- Modern mercantilism shifts policy toward protecting domestic industry and treating trade as zero-sum.
- That raises the risk premia on previously 'safe' U.S. assets and changes global investment flows.
From Expert System To Artificial Investor
- Bridgewater converted decades of human intuition into algorithms and then set out to build an artificial investor.
- By 2024 they believed a machine agent could generate alpha alongside human investors.