Published May 23, 2022

Bridgewater's Greg Jensen on Why Markets Have Further to Fall

Bridgewater Associates' Greg Jensen delves into the challenges of today's volatile market, emphasizing the need for adaptive investment strategies amidst geopolitical tensions, supply chain shifts, and inflationary pressures, while highlighting the risks of reduced liquidity and optimistic asset valuations.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/Odd Lots

Bridgewater's Greg Jensen on Why Markets Have Further to Fall

Topics covered

Popular Clips

Inflationary Dynamics Unveiled

Liquidity Impact on Markets

Policymakers' Constraints

Machine Learning Challenges

Geopolitical Supply Shock

Bridgewater's Investment Approach

Macro Trading Strategy

Market Insights

Navigating Economic Uncertainty

Secular Market Shift

Path to Success

Financial Markets Insights

Economic Frameworks

Fed's Dilemma

Episode Highlights

Strategic Investment Approaches

Geopolitical and Supply Chain Effects

Market Volatility

Monetary Policy Impact

Related Episodes

Bridgewater's Greg Jensen on AI, Inflation and What Markets Are Getting Wrong

What the Market Crash Says About How Investing Works

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Jim Chanos on Why Some of the Worst Hit Parts of the Market Still Have More Pain Ahead

Viktor Shvets on Why We Might Be Heading for a Deflationary Bust

Lots More with Gregory Brew

Goldman's Hatzius and Kostin on Markets and Macro in 2025

Why You Can’t Blame The Fed For Ultra-Low Interest Rates And Soaring Asset Prices

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Goldman's Jan Hatzius Believes the Hard Part Is Over

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Austan Goolsbee on the 'Golden Path' to a Soft Landing

Citi’s Matt King on Why Inflation Isn’t Transitory and the Fed May Induce a Recession

Jim Grant Sees an Era of Higher Rates That Could Last For Years

Bridgewater's Greg Jensen on Why Markets Have Further to Fall

Topics covered

Popular Clips

Episode Highlights

Strategic Investment Approaches

Geopolitical and Supply Chain EffectsGeopolitical tensions and the push for supply chain resilience are reshaping global markets. Greg Jensen discusses the impact of deglobalization and the need for secure supply chains on inflation and economic strategies.

Geopolitical and Supply Chain Effects

Market VolatilityGreg Jensen of Bridgewater Associates examines the current market environment, emphasizing the challenges posed by inflation and liquidity constraints. He argues that optimistic asset pricing and reduced liquidity could lead to more severe market corrections.

Market Volatility

Monetary Policy ImpactGreg Jensen from Bridgewater Associates discusses the Federal Reserve's inflation strategy and the challenges of managing interest rates in a slowing economy. He explores the implications for markets and the importance of global asset diversification.

Monetary Policy Impact

Related Episodes