In Good Company with Nicolai Tangen HIGHLIGHTS: Greg Jensen - Co-CIO of Bridgewater Associates
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Nov 28, 2025 
Greg Jensen, Co-CIO of Bridgewater Associates, is a seasoned investor and machine-learning advocate who leads strategy and research at one of the world’s largest hedge funds. He discusses macro forces reshaping global finance, including modern mercantilism and the AI resource race. Greg reveals how Bridgewater has systematized knowledge into algorithms with its Secure Garden platform. He emphasizes the importance of radical transparency, valuable feedback, and adapting to criticism as keys to effective decision-making in finance.
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Three Forces Reshaping Global Finance
- Modern mercantilism, AI, and concentrated capital are the three forces reshaping global finance.
- You must understand their interactions to make sense of geopolitics and markets.
U.S. Shift To Modern Mercantilism
- The U.S. has shifted toward a more mercantilist stance in response to China's rise.
- That change alters international cooperation and will shape future geopolitical and economic retaliation.
Why Countries Hesitate To Retaliate
- Smaller countries find it hard to retaliate against U.S. economic pressure and risk being 'picked off'.
- That dynamic amplifies home bias and inward investment across many countries.