Why Bridgewater's CIO Says AI's Human Extinction Risk Is Real | Odd Lots
Chapters: 00:00:00 - Cold Open 00:04:52 - Guest Introduction: Greg Jensen, Bridgewater CIO 00:05:10 - The Hugging Face ...
Managing Chief Investment Officer, Bridgewater Associates
Search every verified Greg Jensen interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Greg Jensen, co-chief investment officer at Bridgewater Associates, recently discussed AI risks and regulation in two appearances. On the Odd Lots podcast, he argued that unregulated open-source AI models pose significant dangers, comparing the technology to a tool capable of actions humans would not perform, and stated that failing to regulate such models could lead to severe consequences. He also suggested that frontier labs hold value due to their cutting-edge intelligence, particularly in areas like markets. In a separate Bridgewater video with CEO Nir Bar Dea, Jensen described AI as the most powerful technological revolution in history, asserting that its transformative potential carries inherent dangers that must be addressed alongside its benefits. He advocated for policy measures, including a "token tax" to place machine labor on similar terms as human labor, and warned that without changes to lab regulation, a significant disastrous outcome is inevitable. Jensen emphasized that those bullish on AI's power have a responsibility to mitigate societal risks.
Chapters: 00:00:00 - Cold Open 00:04:52 - Guest Introduction: Greg Jensen, Bridgewater CIO 00:05:10 - The Hugging Face ...
Co-CIO Greg Jensen and CEO Nir Bar Dea discuss the importance of regulating AI development, the risks around a major safety incident, and how to prepare for potential AI-driven labor displacement. Read our additional research here: https://www.bridgewater.com/research-...
In an excerpt from our Q1 CIO call, Co-CIO Greg Jensen describes how modern mercantilism and AI are driving two accelerating resource grabs and what that means for navigating markets and portfolios today.
In an excerpt from our Q4 CIO call, Karen Karniol-Tambour, Greg Jensen, and Bob Prince describe the new investment ...
Greg Jensen, Co-Chief Investment Officer at Bridgewater Associates, joins Nicolai Tangen to discuss the forces reshaping global finance. They explore modern mercantilism, the AI resource grab for power and chips, and why talent competition matters. Greg shares how Bridgewater systematized 50 years of knowledge into algorithms through its "Secure Garden" platform, and discusses building an artificial investor to compete with human intuition. He also reveals how radical transparency and honest feedback drive decision-making at the world's largest hedge fund. Tune in for an insightful conversatio…
Co-CIO Greg Jensen shares his thoughts on how modern mercantilism—including trade policy, geopolitical risk, and capital flows—is progressing, our outlook for the US economy, building resilient portfolios in this environment, and more.
As part of the 30th anniversary of the relationship between Bridgewater and GIC, the entity that is responsible for managing Singapore’s international reserves, our two organizations have led a series of joint research projects to identify and assess the issues we think are most important for investors to grapple with in the years ahead. In this videocast, Head of Client Service and Editor of the BDO Jim Haskel discusses the takeaways of that work with Jeffrey Jaensubhakij, Group Chief Investment Officer of GIC; Liew Tzu Mi, Chief Investment Officer for Fixed Income & Multi Asset and Chair of…
Greg Jensen, co-CIO at Bridgewater Associates, says various market pressures “add up to opportunities for Bridgewater” as he discusses the firm’s 2024 rebound, expectations for significant policy changes under a second Trump administration, and the launch of a $2 billion fund run by machine learning. He speaks on “Bloomberg Open Interest.” -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analy…
Greg Jensen, co-CIO at Bridgewater Associates, sees machine learning improving “so much of what human investors and analysts can do” over the next five years as he discusses the firm’s launch of a $2 billion fund run by Jensen that uses machine learning as the primary basis of its decision-making. He speaks on “Bloomberg Open Interest.” Sign up for the 5 Things to Start Your Day newsletter to get up to speed with the most important business & markets news each morning. https://bloom.bg/3X0YWQs -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notif…
Greg Jensen is Co-Chief Investment Officer at Bridgewater Associates and is a Director on Bridgewater’s Operating Board of Directors. He joined Bridgewater in 1996 after graduating from Dartmouth College with a degree in Economics and Applied Mathematics. As Co-Chief Investment Officer, Greg oversees Bridgewater’s investment strategies and research efforts, and is integrally involved in overseeing Bridgewater’s investment engine and investment talent. Greg has been a key author of the Bridgewater’s Daily Observations since joining the Firm in 1996. In 2010, 2011, and 2012, Greg was named one o…
Investment philosophy and strategy in panel discussion with: Greg Jensen, Co-Chief Investment Officer at Bridgewater Associates Howard Marks, cofounder and Co-Chairman of Oaktree Capital Management Jean Hynes, CEO of Wellington Management Patrick Healy, CEO of Hellman & Friedman Annual Investment Conference 2024 - How to become a better investor To answer this question, we have some of the world’s leading experts, including Marc Andreessen, Angela Duckworth, Annie Duke, Amy Edmondson, Adam Grant, Ole Andreas Halvorsen, Kristin Harila, Greg Jensen, Howard Marks, Michael Mauboussin, Marc Row…
In a recent podcast, co-CIO Greg Jensen and Daily Observations editor Jim Haskel discuss how changes to the composition of US debt issuance has temporarily averted some of the most important consequences of the tightening, and why this support to assets is likely to turn into a drag. Greg describes the mechanics of how the US Treasury changed its issuance patterns in a unique way, why this is likely not sustainable, how he’s assessing the impact of the liquidity hole going forward, and what all of this means for investors.
“I think there's a lot of things that are really hard to predict and some things that are easy to predict. That's why I think that like, easy to predict is the direction we're headed and how disruptive the technology can be. Who will capture the value is interesting. The things I think the Frontier Labs have that are of significant value is a they are on the cutting edge of intelligence. And in many cases, if you take”
“I think it's really starting to. I'm not an expert on the elite financial. The good thing I know a lot about Bridgewater and how people do that. But I think I've seen it come along, certainly in Bridgewater, in the core people of Bridgewater, to come along here as the evidence is getting overwhelming of what's going on. So, I mean, I used to talk about this all the time. People are always like, nice, Greg, always tal”
“I think the policy that the token tax most gets at is putting human labor and potentially replacement machine labor on similar terms, right? that I think it just is common sensical that we don't want to incentivize machine labor over human labor. And when you tax something, you're creating incentives, right? There's a bunch of taxes both that individuals and corporations pay when you're talking about human labor. Mac”
“I think this is the most powerful technological revolution that we've ever been through and I think that's why this is so important to get right and I think you have a responsibility particularly if you're bullish on the power of AI to see the risks and make sure we as a society mitigate them because it's the only way in the long run we're going to get the benefits. So the two go hand in hand. I think if you believe ”
“The way to think about it is that up until now our data center business has been almost entirely GPUs. Vera is our CPU, and you know what's really exciting is that Vera opens a brand new 200 billion TAM for NVIDIA, a market we have never addressed before, and every major hyperscaler is partnering with us to get it deployed, and that's huge for the company because for the first time we have a second engine of that sca”
“The way to think about it is that up until now our data center business has been almost entirely GPUs. Vera is our CPU, and you know what's really exciting is that Vera opens a brand new 200 billion TAM for NVIDIA, a market we have never addressed before, and every major hyperscaler is partnering with us to get it deployed, and that's huge for the company because for the first time we have a second engine of that sca”
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