26 Nov 2025
1h 11m

Greg Jensen: Building Bridgewater, mastering AI and the power of radical transparency

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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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