Karen Karniol-Tambour - All Things Macro - [Invest Like the Best, EP. 237]

<p><span style="font-weight: 400;">My guest today is Karen Karniol-Tambour, Partner and Co-CIO for Sustainability at Bridgewater Associates. You will quickly understand why Ray Dalio described Karen as a “vacuum cleaner of learning” - our conversation covered a variety of market themes, and Karen goes deep on each of them. We touch on inflation, monetary policy, currencies, retail investors, ESG, and how each of these levers has become more important for investors to understand. Karen has a rare skill for making complex ideas seem simple, and I love the frameworks she uses to deconstruct big, important issues. She does such a good job of explaining what’s changed, why it matters, and what to do about it. I hope you enjoy my great conversation with Karen Karniol-Tambour.</span></p> <p> </p> <p><span style="font-weight: 400;">For the full show notes, transcript, and links to the best content to learn more, check out the episode page</span> <a href= "https://www.joincolossus.com/episodes/969568/karniol-tambour-all-things-macro"> <span style="font-weight: 400;">here</span></a><span style= "font-weight: 400;">.</span></p> <p><strong>------</strong></p> <p> </p> <p><strong>This episode is brought to you by</strong> <a href= "https://www.tegus.co/patrick"><strong>Tegus</strong></a><strong>. Tegus has built the most extensive primary information platform available for investors.</strong></p> <p> </p> <p><strong>With Tegus, you can learn everything you’d want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 10,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit</strong> <a href= "https://www.tegus.co/patrick"><strong>tegus.co/patrick</strong></a> <strong>to learn more.</strong></p> <p> </p> <p><strong>------</strong></p> <p> </p> <p><strong>This episode is brought to you by</strong> <a href= "http://eightsleep.com/patrick"><strong>Eight Sleep</strong></a><strong>. Eight Sleep'