Bridgewater's Greg Jensen on Why Markets Have Further to Fall
Odd Lots
Bloomberg
4.5 • 2K Ratings
🗓️ 23 May 2022
⏱️ 59 minutes
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Summary
Bridgewater's Greg Jensen on Why Markets Have Further to FallInflation is at its highest in four decades and the Federal Reserve is raising rates at the fastest pace since 2000. Inflation and a slowing economy are a toxic mix for markets, and in recent days we've seen both stocks and bonds hit hard. So how do you actually invest in this type of macro environment, or model big themes like supply chain disruption and deglobalization? On this episode, we speak with Greg Jensen, the co-chief investment officer of Bridgewater Associates, about how he's thinking about the risks of inflation and slower growth, what it all means for markets, and how Bridgewater is preparing for it. As he puts it, market prices are still too optimistic relative to the secular change that's taking place within them.
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| 0:00.0 | Do you know what your interest rate is on your savings account? |
| 0:02.7 | I bet it's lower than you think. |
| 0:04.4 | Go ahead and look, and in the meantime, I'll tell you about U.S. Treasury bills on public. |
| 0:09.3 | As of 9-1-2023, you could earn an annualized 5.5% yield with T-bills when held to maturity. |
| 0:16.2 | That's the highest rate on six-month Treasury bills since the year 2000. |
| 0:20.0 | Go to public.com slash T-Bill podcast to get started. |
| 0:23.8 | This is a paid endorsement by public.com, fees and conditions apply. |
| 0:27.3 | Treasury accounts at public.com or through GICO Securities Inc. |
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| 0:34.8 | Full disclosures can be found at www.public.com slash T-Bill podcast. |
| 0:41.4 | The Bloomberg Sustainable Business Summit returns to New York on October 5th, |
| 0:45.6 | featuring leaders driving innovation in sustainable business and finance. |
| 0:49.6 | Looking at the latest trends in green financing and ambitious ESG goals, |
| 0:54.0 | speakers include executives from KKR, Macy's, Green Giants, C-16 Sciences, |
| 0:59.7 | Environmental Defense Fund, and more. |
| 1:02.1 | Summit Advisor, Principal Financial Group. |
| 1:04.7 | Visit BloombergLive.com slash SBSNY slash radio to learn more. |
| 1:09.5 | Hello and welcome to another episode of The Odd Lots Podcast. |
| 1:24.0 | I'm Tracy Alloway. |
| 1:25.2 | And I'm Joe Wyzenthal. |
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