The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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CAPITAL ALLOCATORS Assertion Supported
Jensen: Household wealth relative to income has reached record levels
“Wealth for households, as an example, are six times income, way beyond anything it's ever been, and wealth across the world relative to incomes are at record levels.”
Greg Jensen Aug 12, 2021 ▶ 33:39 Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)
CAPITAL ALLOCATORS Assertion Supported
Jensen: US Corporate Value Currently Equals 26 Years of Earnings
“If you took what it would take to pay off the corporate debt plus the corporate equity value in U.S. Equities, you're talking about 26 years if it was like a family business and you're trying to pay off your parents as you inherit this business, it would take …”
Greg Jensen Aug 12, 2021 ▶ 33:47 Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)
CAPITAL ALLOCATORS Assertion Supported
Jensen: Bridgewater's Pure Alpha has made money in 80% of years
“If you look at bridge orders, Pure Alpha as an example, you know, we've made money in 80% of years.”
Greg Jensen Aug 12, 2021 ▶ 22:35 Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)
CAPITAL ALLOCATORS Prediction Held up
Jensen: Nominal GDP growth will likely significantly exceed current interest rates
“The likelihood that the nominal GDP is going to be significantly higher than the current interest rate is quite high, and there are ways to isolate the companies who are likely to have profit growth and revenue growth reasonably in line with nominal GDP growth…”
Greg Jensen Aug 12, 2021 ▶ 38:32 Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)
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