Greg Jensen

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.

Greg Jensen, Co-CIO of Bridgewater Associates, delves into the transformative role of AI in finance. He discusses how Bridgewater has been leveraging AI to enhance investment strategies and the delicate balance between technology and human intuition. Jensen critiques the optimism surrounding the Federal Reserve's inflation control and explores why investors may be misjudging market signals. The conversation also touches on the evolution of AI in predictive analytics and its implications for trading and decision-making in the industry.

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.

Greg Jensen, co-chief investment officer of Bridgewater Associates, shares his insights on the current turbulent market landscape, marked by high inflation and rising interest rates. He discusses the toxic mix of inflation and slowing growth, explaining why market prices remain overly optimistic. Jensen dives into complexities like stagflation, the delicate balancing act for the Federal Reserve, and the need for adaptive investment strategies. He also highlights the evolving dynamics between stocks and bonds amid deglobalization, urging listeners to rethink traditional portfolio approaches.

Greg Jensen, Co-CIO of Bridgewater Associates, discusses the intricate strategies behind the $150 billion investment giant. He shares insights on the firm's culture of radical truth and transparency, which aligns with Stephen Gilmore's New Zealand Super Fund portfolio. They dive into market evolution, emphasizing the need for adaptation amidst inflation and economic shifts. Personal reflections include the importance of mentorship in leadership, the impact of daily habits like intermittent fasting, and how formative experiences shape decision-making.