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Bridgewater’s Karen Karniol-Tambour at Sohn Investment Conference: Market is pricing in a Goldilocks view

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Michelle deBoer-Jones
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There's been a lot of talk about the macro issues affecting the market right now. From high inflation to dealing with the tail end of the pandemic, there is much for investors to consider. At the 2022 Sohn Investment Conference, Karen Karniol-Tambour of Bridgewater talked about corporate profits and how these macro factors and others are affecting them.

She noted that many macro investors are concerned about corporate profitability, so she decided to dig into how companies make profits.

Q1 2022 hedge fund letters, conferences and more

Seth Klarman

Unprecedented Corporate Profits

Karniol-Tambour reported that corporate profits are at an unprecedented level, the highest they...

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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.