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A Look Around. A Look Ahead.

A Look Around. A Look Ahead.

A podcast about the 2024 presidential election.

Ten days ago, Joe Klein and I sat down with Jim Haskel of Bridgewater Associates to discuss the 2024 presidential election campaign. Above is the link to the podcast. Simply click on the “play” button and it begins.


The podcast was distributed to Political News Items subscribers last week. It is now freely available to all News Items subscribers (paid and “free”). It is made so with the expressed permission of Bridgewater Associates. Please read their disclosures at the end of this post.

Background on Jim:

Jim joined Bridgewater in 2003 and currently serves as Senior Portfolio Strategist and Editor of the Bridgewater Daily Observations. He is also a Partner at the firm and a Director on Bridgewater's Operating Board of Directors.

During his entire tenure, Jim has partnered with Bridgewater’s CIOs and senior researchers to communicate all aspects of Bridgewater’s market, economic, and portfolio structuring content to clients and the broader external world. Jim created Bridgewater’s first podcasts, which are now a regular staple of the Bridgewater Daily Observations. Prior to the Global Financial Crisis, Jim published research on the dangers of over leveraging in the global economy and specifically the US housing sector.

Background on Joe:

Joe Klein is an award-winning journalist and the author of seven books, including the #1 best seller Primary Colors. Over a fifty-year career, he has written for numerous publications, including as a political columnist for The New Yorker and Time magazine. Currently, he writes the Sanity Clause newsletter on the Substack platform.

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Please read carefully the following important disclosures and other information as they provide additional information relevant to understanding the assumptions, research and performance information presented herein. Additional information is available upon request except where the proprietary nature of the information precludes its dissemination. Any performance, ratings, rankings or awards, is not indicative of future results.

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This presentation is prepared by and is the property of Bridgewater Associates, LP and is circulated for informational and educational purposes only. There is no consideration given to the specific investment needs, objectives or tolerances of any of the recipients. Additionally, Bridgewater's actual investment positions may, and often will, vary from its conclusions discussed herein based on any number of factors, such as client investment restrictions, portfolio rebalancing and transactions costs, among others. Recipients should consult their own advisors, including tax advisors, before making any investment decision. This report is not an offer to sell or the solicitation of an offer to buy the securities or other instruments mentioned.

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