Program and guest
Bridgewater’s third-quarter CIO call, featuring Co-Chief Investment Officer Greg Jensen. Original English title: Managing CIO Greg Jensen Shares Our Global Outlook. This episode was recorded on 14 October 2026 and released on 29 October 2026. Subtitles cover the full video (approximately 28:06); this article covers the entire episode.
Key views
(The following paraphrases reflect the guest’s original meaning; timestamp links point to the corresponding locations in the original video.)
- On accelerating forces: These forces are evolving and accelerating because they are interconnected, and the pace of change itself is part of what needs to be understood. 0:35
- On the concentration of power: The concentration of corporate power is noteworthy and directly related to the interaction between AI and modern mercantilism. 3:37
- On trade and the role of government: Governments are returning to the center of the economy, and trade, tariffs and industrial policy have become important variables shaping markets. 15:54
- On market pricing: Market pricing has changed, but markets still differ greatly in how they price the future; some prices reflect almost none of the risks posed by disruptive change. 24:50
Background and notes
Subtitles cover the full video (approximately 28:06), and this article covers the entire episode; it was recorded on 14 October 2026. The views and timestamps in this article are paraphrased from the original subtitles; each timestamp marks the start of the corresponding segment of the original remarks. The guest’s name follows the program description: Greg Jensen.