New Bridgewater Presentation On ‘The Three Big Forces’

Presentation by Bob Prince, Co-Chief Investment Officer, Bridgewater Associates, at the Board of Trustees Meeting – June 5 – 6, 2014 (starts page 47)

Bridgewater’s Template: Three Big Forces

1. Productivity

2. The Long-term Debt Cycle (50 – 75 Years)

Einhorn’s FOF Re-positions Portfolio, Makes New Seed Investment In Year Marked By “Speculative Exuberance”

david einhorn, reading, valuewalk, internet, investment research, Greenlight Capital, hedge funds, Greenlight Masters, famous hedge fund owners, big value investors, websites, books, reading financials, investment analysis, shortselling, investment conferences, shorting, short biasIt has not just been rough year for David Einhorn's own fund. Einhorn's Greenlight Masters fund of hedge funds was down 3% net for the first half of 2020, matching the S&P 500's return for those six months. In his August letter to investors, which was reviewed by ValueWalk, the Greenlight Masters team noted that Read More


3. The Short-term Debt Cycle (5 – 8 Years)

U.S. Deleveraging

Central Banks Are Printing Across The Developed World

New Bridgewater Presentation On 'The Three Big Forces'

Liquidity Impact

Low Expected Returns

Long-term Expected And Actual Returns Of Assets

Bridgewater: Global Conditions, Asset Returns and Investment Strategy

See full Bridgewater’s presentation via trs.state.tx.us