May 23, 2022· 55 min

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

Greg Jensen

Orality

Model

50%

Speaker Breakdown

HostJoe Weisenthal(1,229 words)

M:94%

HostTracy Alloway(1,407 words)

M:93%

GuestGreg Jensen(7,257 words)

M:29%

Oral Indicators

Agonistic31%

very, clearly, obviously

Engagement59%

you, our, your

Memory Aids100%

listen, like, okay

Repetition100%

inflation (70x), that's (69x), it's (63x)

Parallelism100%

And I'm Joe Weisenthal...., But keep going...., And so there was no way you co...

Sound Patterns58%

60 question(s), alliteration: "markets move", alliteration: "barclays brief"

Formulaic Phrases8%

you know what, i mean, the bottom line

Literate Indicators

Hedging11%

may, relatively, could

Passive Voice6%

being added, are focused, are produced

Abstract Nouns15%

investment, community, business

Subordination8%

because, therefore, while

Sentence Length47%

Avg: 16.7 words/sentence

Word Complexity49%

investment, analyze, anticipate

Academic Markers0%

Impersonal Style41%

618 personal pronouns found

Descriptive Style100%

apply, internationally, really

Description

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. See omnystudio.com/listener for privacy information.

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