
In this episode of "In Good Company," Nicolai Tangen interviews Greg Jensen, co-CIO of Bridgewater, about major themes influencing the global economy and investment strategies. Jensen highlights modern mercantilism, technological change driven by AI, and the concentration of capital in the U.S. He discusses the implications of these trends on inflation, economic growth, and government debt, as well as investment opportunities in Europe and China. Jensen also delves into Bridgewater's successful knowledge-compounding culture, radical transparency, and the integration of AI into investment processes, drawing parallels between poker strategy and investment decisions.
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