Greg Jensen

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-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.