Greg Jensen on the US Election, the AI Boom, and What’s Next for the Fed

July 8, 2024
Co-CIO Greg Jensen joins Bloomberg’s “Open Interest” to share his thoughts on several of the biggest topics in markets and economies, including the differential opportunities created by the global tightening cycle, how increased productivity is needed to reconcile bond and equity pricing, and the impact of rising populism on government deficits. Greg also discusses the risks related to the US election, the implications of potential policy changes in a second Trump administration, whether we are in an AI bubble, and our in-house AIA Labs business.

Performance is estimated through June 30, 2024. Past results are not necessarily indicative of future results. Investment strategies that utilize AI are subject to certain additional types of risk, described here.
Stay Informed
Sign up to receive our latest research on the forces shaping global economies and markets.
You're almost finished.
You will receive an email confirmation shortly.
There's been an error. Please start over and try again.
Stay Informed
Sign up to receive our latest research on the forces shaping global economies and markets.
This website uses cookies. Click here for additional details. By continuing to use this website, you consent to the use of cookies.

Internet Explorer is not supported by this website.

For optimal browsing we recommend using Chrome, Safari, or Firefox.