Rebecca Patterson on Global Macro Investing (Podcast)

Masters in Business

Bloomberg

Business, Entrepreneurship, Investing

4.4 • 2.2K Ratings

🗓️ 4 February 2022

⏱️ 86 minutes

🔗️ Recording | iTunes | RSS

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Summary

Bloomberg Opinion columnist Barry Ritholtz speaks with Rebecca Patterson, who serves as director of investment research at the world's largest hedge fund, Bridgewater Associates. In addition to shaping the firm's research agenda, Patterson is a member of the executive committee, investment committee, and commercial and business strategy committee, and helps lead the firm’s diversity and inclusion efforts. She previously served as chief investment officer at Bessemer Trust, where she oversaw $85 billion in client assets, and is currently a member of the Council on Foreign Relations.

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Transcript

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0:14.6	On the latest episode of Targeting the Toughest Diseases, a new podcast by Bloomberg Media Studios and Vertex Pharmaceuticals.
0:30.5	I'm Bob Pittman, Chairman and CEO of IHART Media. I've spent my life building brands and running
0:36.0	companies like IHART Media, MTV, Casa Dragones de Kila, American Online, AOL Time Warner,
0:42.4	Six Like Steam Parks, even Century 21 Real Estate. I love to study others who've been in the trenches doing
0:48.0	the same thing. That's where my podcast, Math and Magic, comes in. Each week, we'll hear from
0:53.5	business leaders like Christian Joel, Global CEO of Group M.
0:57.4	It's really important to have people realize it's okay to fail, and it comes out of Silicon Valley.
1:01.9	Listen to Math and Magic on our very own free IHART Radio app, Apple Podcast, or wherever you get your podcast.
1:09.1	This is Mesters in Business with Barry Redholz on Bloomberg Radio.
1:16.7	This week on the podcast, I have an extra special guest. Strap yourself in for this one, Rebecca Patterson.
1:23.9	She has a fascinating career and a fascinating job. She's the Director of Investment Research
1:30.9	at Investment Giant Bridgewater Associates. She also sits on the Investment Committee with Ray Dallio,
1:38.7	as well as the two Co-CEIOs. One of the more interesting and influential and powerful women
1:46.4	in the world of finance. Really just an incredible breath and depth of knowledge. We talked about
1:53.9	everything from inflation to Federal Reserve policy, to crypto, to fiscal stimulus, to China,
2:02.2	to different sector rotations that take place at various points in different economic
2:07.9	segments. Really just an absolute two to four conversation about all of the things that are driving
2:15.9	the market now, and not just hindsight, but actual real-time observations that turned out to be
2:23.8	either right or wrong. She describes how they integrate this into their investment process.
2:30.0	Sometimes they look at the world and say, well, we see these two things as the highest probability
	...

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