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Greg Jensen

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106
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2025-11-26
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2025-11-26
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  1. “Yeah, well, if it's only one thing changing, right, you would think that this would have led to a bit of a shift away from the US. You would have thought that people would have taken down their massive risk concentration in the U.S. because it's changing so quickly. You need a more of a risk premium on those assets and you're getting a more like the US from an exceptional place to invest to a more normal place to invest. But that doesn't quite happen, right? Exactly because it's not the only thing going on. So if you look underneath,”

    2025-11-26 · In Good Company with Nicolai Tangen · Greg Jensen: Building Bridgewater, mastering AI and the power of radical transparency · IDENTIFIED FROM THE TRANSCRIPT · source

  2. “looking at trade as a zero sum game where if you have a trade deficit, that's actually a problem for your wealth. And that, along with other elements that come with more government control on these things, corruption and other things, have changed the way the game is being played. So for investors, you've got to adapt, right?”

    2025-11-26 · In Good Company with Nicolai Tangen · Greg Jensen: Building Bridgewater, mastering AI and the power of radical transparency · IDENTIFIED FROM THE TRANSCRIPT · source

  3. “Yeah, well, I think It's a big shift if you're thinking the economy works the way it used to work, it's a really important change, right? If you take, there's a major change in the 1980s, a shift towards small government, a lot of capitalism, a lot of like kind of freedom of the private sector to a very different view, right? That because China has risen, because you've hollowed out the middle class in a lot of the West, you've got a political reaction. It takes different forms, but you've got a political reaction in the rest of the world. In Trumpian kind of mindset, the basic issues are, okay, you need the government to step in and stop what's been going on in terms of the neoliberal consensus on trade. You need this to basically protect U.S. industry in order to be geopolitically strong. You can't be dependent on other countries, so you need to be independent.”

    2025-11-26 · In Good Company with Nicolai Tangen · Greg Jensen: Building Bridgewater, mastering AI and the power of radical transparency · IDENTIFIED FROM THE TRANSCRIPT · source

  4. “Well, there's a lot of being wrong along the way, and plenty to be wrong about. But it's so important, right? It's a third to half of everything, geopolitics, markets, everything you have to understand it to understand the macro world. And third, that all is happening in a world where capital is more concentrated in the U.S. than ever, more concentrated in equity and illiquid assets. So a kind of risky setup. So understanding where money has flowed to, why it's flowed there, and how likely that is to change. Those are the big three headlines.”

    2025-11-26 · In Good Company with Nicolai Tangen · Greg Jensen: Building Bridgewater, mastering AI and the power of radical transparency · IDENTIFIED FROM THE TRANSCRIPT · source

  5. “Think about and working with AI for a very long time now, machine learning for 15 years and more generally my whole career. And I remember people used to say, Greg, why are you talking about AI all the time? Nobody says that anymore.”

    2025-11-26 · In Good Company with Nicolai Tangen · Greg Jensen: Building Bridgewater, mastering AI and the power of radical transparency · IDENTIFIED FROM THE TRANSCRIPT · source

  6. “Yeah, if I said sort of at the biggest level, the three big themes that I'm concerned about or focused on are, A, the change in how the global and U.S. 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 merciless, the way the US is operating both with respect to economics but also with respect to geopolitical conditions. Huge change, really important to understand. The second is the technological change that we're in the midst of. I've been, as I'm sure we'll get into.”

    2025-11-26 · In Good Company with Nicolai Tangen · Greg Jensen: Building Bridgewater, mastering AI and the power of radical transparency · IDENTIFIED FROM THE TRANSCRIPT · source