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

In this podcast episode, Karen Karniol-Tambour discusses key economic trends influencing both the US and global markets. She highlights the resilience of the US economy amid various challenges, noting the continuing effects of fiscal stimulus and a growing focus on AI in business investments. Karniol-Tambour delves into the Federal Reserve's interest rate policies, outlines the complex economic and geopolitical situations in China and Japan, and considers how the upcoming US elections may impact the market. She also explores AI's significant role in reshaping labor markets and investment strategies, advocates for increased female leadership, and emphasizes the importance of ESG in finance. Her insights into Bridgewater’s investment culture reveal the critical need for collaboration and adaptability in today's fast-evolving economic environment.