Bridgewater Associates, every mention
59 scenes, the whole family · ← back to Bridgewater Associates
tap a year for its mentions
every year anyone Ted Seides 49Kip McDaniel 16Greg Jensen 15Jennifer Prosek 11Damien Bisserier 10Steve Drobny 6Stephen Gilmore 5Jim Dunn 5Dan Rasmussen 5Matthew Granade 4
Verbatim, from the transcripts: the passages where Bridgewater Associates comes up
Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)
- ▶ 53:52 Tony Caruso When I was a proprietary prop trader in Chicago, when I worked for Bridgewater, when I joined the allocator community, I've always had that entrepreneurial spirit, and it was that first job that led it.
Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
- ▶ 58:36 Ashby Monk Radical candor, whatever the culture is at Bridgewater these days.
Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)
- ▶ 49:33 Jon Glidden I don't know Ray quite as well, but I know a lot of people at Bridgewater.
Jennifer Prosek – Nailing the Narrative (EP.396)
- ▶ 10:32 Jennifer Prosek I mean, again, you know, we worked with Bridgewater for years. 2 times in the scene
Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
- ▶ 6:17 Regan Bozman And so I was fortunate to get a job at Bridgewater as like a summer intern in college. 3 times in the scene
Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
- ▶ 14:48 Steve Drobny To be the point person for our clients, if you think about who has perfected this, Bridgewater's perfected this. 5 times in the scene
- ▶ 14:55 Steve Drobny They have the Bridgewater daily, which is for most institutional investors, a required daily reading.
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 52:50 Josh Wolfe Their ability to execute and see the vision, they're super high signal, and so to attract more people like that, I surround myself with people like that, and then the messages that I have, I like to speak truth to power, and so whether…
Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)
- ▶ 4:44 Ted Seides Greg is the co-CIO of Bridgewater Associates, where he works alongside fellow co-CIOs Ray Dalio and Bob Prince at the hundred and fifty billion dollar systematic 4 times in the scene
- ▶ 6:09 Ted Seides Well, I'd love to tip this off by just asking the nature and duration of your relationship with Bridgewater. 20 times in the scene
- ▶ 15:16 Greg Jensen And I fell in love with Bridgewater for three reasons. 7 times in the scene
- ▶ 17:27 Stephen Gilmore And I know that Bridgewater focuses a lot on understanding logic and then coding it and making sure it's built into the way the investment process works. 3 times in the scene
- ▶ 22:35 Greg Jensen That means the only way to survive in this business, if you look at bridge orders,
- ▶ 30:22 Stephen Gilmore Now that setup that you're describing is one that would ordinarily lead to inflation, and I know that Bridgewater, and you in particular, have done a lot of work looking at inflation.
- ▶ 42:49 Stephen Gilmore A couple of times you referred to balance and portfolios, and one of the, the other things that Bridgewater is known for is its approach to risk parity, which you call all weather.
- ▶ 51:19 Greg Jensen And so I'm also quite involved in, in the development of AI generally, obviously at Bridgewater, it's, it's relevant to understand how AI works. 4 times in the scene
- ▶ 54:20 Greg Jensen But to have been with somebody like Ray Dalio, who's my co-CIO and founder of Bridgewater, who pursued excellence his whole life incredibly, like super passionate about markets. 2 times in the scene
- ▶ 58:28 Greg Jensen Bridgewater had a straight line up.
Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
- ▶ 4:21 Ted Seides Alex came at the business from a long tenure advising portfolios at Merrill Lynch, and Damien joined after nine years at Bridgewater.
- ▶ 9:44 Damien Bisserier So I spent my formative investment years at Bridgewater. 7 times in the scene
- ▶ 19:12 Ted Seides Our par sounds a lot like something you might have learned from your Bridgewater days. 2 times in the scene
- ▶ 26:38 Damien Bisserier I don't think I really ever appreciated at Bridgewater, and this is something that in designing the strategy that we implement within the ETF, I think we've come to appreciate more fully, which is this idea that when you build a great…
- ▶ 36:08 Damien Bisserier So by virtue of my time at Bridgewater, I know a lot of large asset allocators on the institutional world. 2 times in the scene
- ▶ 38:55 Ted Seides Shaw, Bridgewater.
- ▶ 1:05:09 Ted Seides Damien, I imagine somewhere along the way in nine years at Bridgewater, somebody must've told you you did something wrong. 2 times in the scene
Jennifer Prosek – Business Development and Leadership in a Virtual World (Capital Allocators, EP.177)
- ▶ 29:28 Jennifer Prosek We've worked with Bridgewater for forever, and I think their culture of radical truth and transparency, whether you like it or not, is respected, admired, and intriguing to people. 6 times in the scene
Carrie Thome – Nothing Ventured, Nothing Gained at WARF and beyond (Capital Allocators, EP.160)
- ▶ 16:13 Carrie Thome And then ultimately we went and embraced the Bridgewater concept of the all weather and overlay portfolio.
- ▶ 31:08 Carrie Thome I've always enjoyed working with a relationship, as you can guess, with Bridgewater. 2 times in the scene
- ▶ 37:18 Carrie Thome Bridgewater had some fantastic senior.
Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22)
- ▶ 4:41 Ted Seides Before joining .72, Matthew started his investment career at Bridgewater and later was a co-founder of Domino Data Lab, a business that develops systems of record for enterprise data science teams across industries. 2 times in the scene
- ▶ 6:55 Matthew Granade So when I left business school, I thought Bridgewater would be a great place to work because it covered two of those three areas and maybe the third as well on some days. 3 times in the scene
- ▶ 7:15 Ted Seides And what did you do at Bridgewater? 6 times in the scene
- ▶ 10:32 Ted Seides It's hard to talk to someone who's had any duration at Bridgewater and not try to ask some question about the culture and your impressions of it. 6 times in the scene
- ▶ 11:55 Ted Seides So talk about the idea of Domino Data and your decision to leave Bridgewater. 3 times in the scene
- ▶ 36:48 Ted Seides Matthew, this is sort of baffling to me that you went from whatever you were doing earlier in your career, and all of a sudden a macroeconomist research at Bridgewater, and now all of a sudden you're a venture investor.
- ▶ 50:36 Matthew Granade One of my colleagues at Bridgewater always said sure is a disingenuous yes.
Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)
- ▶ 10:41 Daniel Adamson Oh, so from Lehman, I joined Bridgewater. 2 times in the scene
Mark Baumgartner – Allocating in a Crisis at IAS (Capital Allocators, EP.128)
- ▶ 8:02 Mark Baumgartner So again, if I'm giving a thanks to people, Lakshman Akithan of ECRI, David Levy of Levy Forecasting, the guys at GavCal, obviously Bridgewater is source number one for me and the way the economic machine works and the way we think about…
Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
- ▶ 8:48 Dan Rasmussen I ended up getting an internship at Bridgewater. 5 times in the scene
Kip McDaniel – How to Get an Allocator's Attention (Capital Allocators, EP.115)
- ▶ 15:11 Kip McDaniel The holy grail for an asset manager, let's take Bridgewater as an example, and I don't have actually much insight into their marketing side of it. 4 times in the scene
- ▶ 26:01 Kip McDaniel Bridgewater has, has bets on that will benefit from that.
- ▶ 36:35 Kip McDaniel A classic example is Bridgewater, and Prozac has reped Bridgewater for a while. 4 times in the scene
- ▶ 45:20 Kip McDaniel Going back to Bridgewater, the old foil. 2 times in the scene
Joe Lonsdale – Entrepreneurship and 8VC (First Meeting, EP.09)
- ▶ 11:24 Joe Lonsdale So, so Pounder ended up building out a commercial division where we started with the finance side and we had a few early customers like Bridgewater and others who
Donna Snider – Inside the Investment Process at the Kresge Foundation (Capital Allocators, EP.84)
- ▶ 49:58 Donna Snider So I, I try to read all the standards daily, Bridgewater, and the Journal, and New York Times, and all that good stuff.
Ron Biscardi – Putting Hedge Funds in Context (Capital Allocators, EP.83)
- ▶ 26:14 Ron Biscardi We have Eileen Murray, the co-CEO of Bridgewater.
Jen Prosek – Branding an Asset Management Firm (Capital Allocators, EP.81)
- ▶ 27:59 Jennifer Prosek And I feel like the AQRs and the Bridgewaters and the Blackstones have all been relatively successful having strong founders. 3 times in the scene
Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)
- ▶ 59:40 Tim McCusker It's probably the Bridgewater Daily Observations. 2 times in the scene
Mark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study (Capital Allocators, EP.77)
- ▶ 57:47 Mark Baumgartner It has to be Bridgewater Daily Observations. 3 times in the scene
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
- ▶ 53:37 Josh Wolfe You see me rail against Ray Dalio and Bridgewater, of which I've got a lot of skepticism.
- ▶ 1:10:06 Josh Wolfe You know, speaking what I believe about, whether it's, you know, Bridgewater or Dalio or Elon Musk, and, and, you know, that's gonna backfire at some point.
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
- ▶ 31:00 Michael Cembalest I like reading Bridgewater publishes a daily note that's fairly technical, but which is a good read.
Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
- ▶ 21:47 Jim Dunn Managers and have talent, and the reality was Wake had a pretty good team, and they had good relationships with people like Bridgewater and other, other large asset managers, Elliott, Millennium, but they didn't have sort of the whole…
- ▶ 33:20 Jim Dunn So here's where, here's where it breaks down is that you think about, let's just use Bridgewater for example. 3 times in the scene
- ▶ 56:34 Jim Dunn And, you know, the Bridgewater culture is different than the Bear Stearns culture.
Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
- ▶ 44:52 Kip McDaniel I should say that, um, I am forever indebted to Bridgewater. 3 times in the scene
- ▶ 54:36 Kip McDaniel Bridgewater was a very early player in that space, because I think Ray Dalio understood that these people were very sophisticated, and there's money coming into this system, and they need to put it to work.
- ▶ 57:02 Kip McDaniel Bridgewater has invested a ton in their client service.
Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)
- ▶ 24:40 Ted Seides And in some sense, you could say, hey, if there's a macro strategy, we're just going to give our money to Bridgewater because they're the biggest, baddest, and best macro manager.