The End Game Ep. 24 - Greg Jensen PREVIEW
Our special guest on the latest edition of The End Game is Greg Jensen, the co-CIO of Bridgewater Associates, the $140billion asset manager based in Westport, Connecticut.
Over his 25 year career at the firm, Greg has spent an inordinate amount of time using historical precedents to construct ever-more complex algorithms to help understand and predict evolving market dynamics.
In this fascinating discussion, Greg digs deep into the current macro environment, explaining at length how Bridgewater’s framework helps them evaluate the predicament facing the world’s central banks and formulate a set of likely outcomes in terms of both policy and market response.
The death of the ‘transitory’ narrative, the lessons to be learned from previous periods of disruption and the advantages the shrinking set of options available to policymakers offer investors all come under the microscope as we get an insight into the investment process behind one of the world’s largest pools of capital.
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My guest in the latest edition of The Grant Williams Podcast is my friend, Daniel Want, the Chief Investment Officer of Prerequisite Capital Management in Brisbane Australia.
Daniel is truly a unique thinker - something I recognized in his written work and then had conclusively reinforced the...
Joining Bill and Grant this time on The End Game is Harley Bassman of Simplify Asset Management.
In a lively discussion, Harley slaps both Bill and Grant around with alacrity as he picks apart the connection between rates and inflation, the likely level of understanding at the Federal Reserve...
This edition of The Grant Williams Podcast is a little different - delightfully so.
My guest is Tim Grover, the CEO of Attack Athletics and the author of two phenomenal books Relentless and, most recently, W1nning.
Tim will be familiar to any of you who were, like me, NBA geeks during the...