Bridgewater co-CIO Karen Karniol-Tambour recently appeared on Goldman Sachs Exchanges: Great Investors with Tony Pasquariello, Goldman Sachs’ Global Head of Hedge Fund Coverage, to discuss a wide range of topics, including Karen’s outlook for markets and economies. On the US, Karen addresses whether its economy can sustain this level of growth, the likely path for Fed policy, and market implications of the upcoming election. She shares her thoughts on China’s recent stimulus announcements, Japan’s shift in monetary policy, the economic implications of AI, and why today’s environment is creating opportunities in currency markets. Karen also reflects on her time at Bridgewater, how her role has evolved, and what it takes to build strong teams and investment cultures.
This episode was recorded on October 10th and July 16th 2024.
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