2024 Sohn New York Conference: Karen Karniol-Tambour Of Bridgewater On Macro Bets

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The following are notes from Karen Karniol-Tambour’s presentation at the 29th Annual 2024 New York Sohn Investment Conference, which took place on April 3rd, 2024. Karen Karniol-Tambour is Co-Chief Investment Officer at Bridgewater Associates, responsible for managing the company’s investment process. Doesn’t believe inflation is as big of a problem as it was a year or two ago Daniel Kahneman inspired her to get into this field. Kahneman was a behavioral economist who recently passed away at the age of 90, he believed that emotions impact people’s economic and financial decisions to a large extent. Losses matter to people and…

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