The End Game Ep. 34 - Greg Jensen PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 7 July 2022

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

Episode 34 of The End Game sees the welcome return of Bridgewater Associates co-CIO, Greg Jensen who joins us again to reflect on his enormously prescient first appearance just under a year ago. (That episode is now available in full at https://www.grant-williams.com/podcast/the-end-game-ep-24-greg-jensen ) During that original conversation, Greg called the current inflationary headwinds roiling the worlds of central bankers and consumers alike and explained how what he saw coming would affect policy decisions and consumer behaviour. In another superb hour of insightful thinking, and with just about everything he predicted now upon us, Greg offers his thoughts on where we stand and what might come next. Central bank policy and credibility come under the microscope as does the current environment for liquidity and we dig into Bridgewater’s very vocal bet against Europe. This is another tour de force by one of the brightest minds in the global investment community. As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

Transcript

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0:00.0	Before we get going, here's a bit where I remind you that nothing we discussed should
0:14.1	be considered as investment advice.
0:16.6	This conversation is for informational and hopefully entertainment purposes only.
0:20.6	So while we hope you find it both informative and entertaining, please do your own research
0:25.6	or speak to a financial advisor before putting a dime of your money into these crazy markets.
0:32.6	You're about to listen to a special preview edition of the end game featuring Bill Fleckensdine
0:41.9	and our very special guest, Greg Jensen, the co-CIO of Bridgewater Associates.
0:46.4	Now in this follow-up to a conversation the three of us had a year ago, Greg revisits his
0:51.9	remarkably prescient assessment of how he saw the last 12 months unfolding way back in
0:56.1	2021.
0:57.1	And he gives us an update as to his thinking as things heat up as we move towards the
1:01.7	inevitable end game.
1:03.5	Now I'm going to make our previous conversation available to everybody and I would encourage
1:07.1	you to give it a listen because even though the conversation took place a year ago, there
1:11.1	is a remarkable amount of information contained within it that remains incredibly useful to this
1:15.9	day.
1:16.9	You'll find that if you visit my website, grant-Williams.com and search the end game podcast
1:21.2	series for our conversation from July 29th of last year.
1:25.2	Alternatively, and I apologise for the tricky link, you can type in www.grunt-Williams.com
1:32.8	slash podcast slash the hyphen end hyphen game hyphen ep hyphen 24 hyphen Greg hyphen Jensen.
1:43.4	And again, I apologise for that.
1:45.0	The easiest way is to go to grant-Williams.com, click on podcast, go to the end game series
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