Category: Bridgewater

Bridgewater: Is an AI Bubble ahead of Us?

In this article, the good people at Bridgewater discuss the potential for an AI bubble, driven by the convergence of transformational technology and favorable macroeconomic conditions.

Bridgewater: The Drivers of US Exceptionalism

In their recent article, the team at Bridgewater analyzes the exceptional performance of US equities over the past decade, breaking down the key drivers of outperformance and discussing the outlook for continued success.

Karen Karniol-Tambour: How Durable is the Economy?

Bridgewater’s three CIOs discuss why the economic expansion is likely to stay durable even as it slows, why a sustained expansion with central bank easing isn’t as good for assets as it might seem, and the opportunities they see.

Ray Dalio: How I put together a portfolio

Ray Dalio from Bridgewater is interviewed on the podcast Value Investing with Legends, where two almost equally legendary investors and thinkers sit on the other side of the table.

Today’s market compared to other bear markets

What does it take for us to typically see a bottom? The American hedge fund Bridgewater recently published an interesting report on the current market situation. Here they analyze whether