26 Nov 2025
1h 11m
Greg Jensen: Building Bridgewater, mastering AI and the power of radical transparency
In Good Company with Nicolai Tangen
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.
Outlines
Part 1: Introduction and Mercantilism
Part 2: AI Development and Market Reaction
Part 3: Capital Concentration and Economic Implications
Part 4: Global Investment Strategies
Part 5: Bridgewater's Success and AI Venture
Part 6: Poker, Transparency, and Leadership
Part 7: Advice and Personal Reflections
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