Rebecca Patterson, director of investment research at Bridgewater Associates, discusses the reversal in some of the market moves triggered by optimism about the reopening of economies shut down by the Covid-19 pandemic. She also gives her take on inflation risks, the delta variant of the virus, and Bridgewater’s famous All Weather balanced-portfolio strategy.
Mentioned in this podcast:
A Sloppy Summer for Stocks Is Going to Test Your Stomach
This Cult Classic Buy Signal Isn't to Be Trusted
See omnystudio.com/listener for privacy information.