HIGHLIGHTS: Greg Jensen - Co-CIO of Bridgewater Associates

In this episode of "In Good Company," Nicolai Tangen interviews Greg Jensen, co-CIO of Bridgewater, about the major themes influencing the global economy. Jensen highlights three key areas: the shift towards modern mercantilism in the U.S. and its global repercussions, the transformative impact of technological change, particularly AI, and the concentration of capital in the U.S. within equity and illiquid assets. Jensen emphasizes the importance of a globally diversified portfolio to mitigate risks in an uncertain world, advocating for a strategy focused on long-term survival and compounding wealth by avoiding significant losses. He also discusses Bridgewater's approach to deeply understanding the global financial system and building robust portfolios through disciplined knowledge sharing and algorithmic translation of insights. Jensen reflects on the challenges of maintaining an open mind to feedback, even when it's critical, and the value of learning from diverse perspectives within an organization.