How to find alpha: Bridgewater Associates' Co-CIO Karen Karniol-Tambour
Exchanges10 Loka 2024

How to find alpha: Bridgewater Associates' Co-CIO Karen Karniol-Tambour

Bridgewater Associates’ Co-CIO Karen Karniol-Tambour describes where she’s seeing opportunities for higher returns and the macro factors shaping today’s investment landscape. To hear from more Great Investors, check out: Sequoia Capital’s Roelof Botha on building enduring businesses, Blackstone’s Joe Baratta on the outlook for private equity, and TPG’s Jon Winkelried on the evolution of alternative markets. The opinions and views expressed in this program may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. This program should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Each name of a third-party organization mentioned in this program is the property of the company to which it relates, is used here strictly for informational and identification purposes only, and is not used to imply any ownership or license rights between any such company and Goldman Sachs. The content of this program does not constitute a recommendation from any Goldman Sachs entity to the recipient, and is provided for informational purposes only. Goldman Sachs is not providing any financial, economic, legal, investment, accounting, or tax advice through this program or to its recipient. Certain information contained in this program constitutes “forward-looking statements”, and there is no guarantee that these results will be achieved. Goldman Sachs has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results, which may vary. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this program and any liability therefore; including in respect of direct, indirect, or consequential loss or damage is expressly disclaimed. Important Disclosures Learn more about your ad choices. Visit megaphone.fm/adchoices

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The economic potential of closing gender and racial gaps

The economic potential of closing gender and racial gaps

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The music industry’s turning point

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BlackRock’s Rick Rieder on his career, the markets, and investing in the current environment

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17 Elo 202329min

Corporate credit concerns

Corporate credit concerns

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Germany: a country at the crossroads

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8 Elo 202323min

Why the U.K.’s high inflation has global implications

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More than any other advanced economy, the U.K. has been squeezed by sharply higher prices, but new data shows that inflation may be starting to fall. In this episode, Goldman Sachs Research’s Jari Stehn, chief European economist, and George Cole, head of European rates strategy, explain why the U.K. faces a “confluence of shocks,” why inflation is likely to remain elevated, and what the implications of the U.K.’s inflation problems may mean for yields across the Euro area and globally.  Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Elo 202325min

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25 Heinä 202340min

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China's emergence from Covid lockdowns was expected to boost the global economy. But a string of disappointing data is giving investors, policymakers and market watchers a new reason to worry. Goldman Sachs Research’s Hui Shan, chief China economist, explains the drivers behind the outlook for the world’s second-largest economy.  Learn more about your ad choices. Visit megaphone.fm/adchoices

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