HIGHLIGHTS: Greg Jensen - Co-CIO of Bridgewater Associates
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Hi everybody, tune in to this short version of the podcast, which we do every Friday. For the long version, tune in on Wednesdays. Hi everybody and welcome to In Good Company. And today I'm here with Greg Jensen, who is the co-CIO of Bridgewater. Now, Bridgewater is uh just an incredible hedge fund, the world largest and best, I think we can say.
And um it's an honor to have you here, Greg. Thanks for having me. What are the most important things you are spending time on just now. What are you looking at?
Yeah, if I said sort of at the the biggest level, the three big themes that I'm concerned about or focused on are A, the change in how the global and US economy is being managed, essentially what we call a shift to modern mercantilism. That's been a reaction to China's rise. It's created political changes across the West, probably most clearly in the US, leading to a whole different philosophy on how to run the economy. So that's one big theme, modern mercantilism, the way the US is operating, both with respect to economics, but also with respect to geopolitical conditions. huge change really important to understand.
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