July 3, 2023· 58 min

Bridgewater's Greg Jensen on AI, Inflation and What Markets Are Getting Wrong

Orality
Model
50%

Speaker Breakdown

HostJoe Weisenthal(1,195 words)
M:29%
HostTracy Alloway(1,331 words)
M:94%
GuestGreg Jensen(7,947 words)
M:28%

Oral Indicators

Agonistic38%
literally, completely, totally
Engagement64%
you, our, your
Memory Aids100%
listen, now, like
Repetition100%
like (111x), what (107x), know (100x)
Parallelism100%
And I'm Joe Weisenthal...., And I, you know, I get it...., But, like, I don't totally get...
Sound Patterns59%
67 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases2%
i mean

Literate Indicators

Hedging10%
maybe, may, could
Passive Voice7%
been unveiled, are used, been learned
Abstract Nouns15%
investment, recommendation, excitement
Subordination7%
because, until, while
Sentence Length52%
Avg: 18.1 words/sentence
Word Complexity47%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style36%
728 personal pronouns found
Descriptive Style91%
literally, completely, totally

Description

Every industry is trying to figure out just how AI or Large Language Models can be used to do business. But Bridgewater Associates, the world's largest hedge fund, has already been at it for a long time. For years, it has explored AI and adjacent technologies in order to analyze data, test theories, develop novel investment strategies and help its employees make better decisions. But how does it actually use the tech in practice? And what's next going forward? On this episode, we speak with co-CIO Greg Jensen about both the possibilities and limitations of these advances. We also discuss markets and macro, and why he believes that investors are still too optimistic about the Federal Reserve's ability to get inflation back to target.  See omnystudio.com/listener for privacy information.