Here's your summary from Bridgewater Associates’ Jensen on Trump Policies, Political Risk, AI Trading Boost (https://www.youtube.com/watch?v=0uUPQ7kx4y8) on the Bloomberg Television channel:
**TLDR:** Bridgewater Associates' Jensen discusses the impact of Trump policies, political risk, and AI trading on the market.
1. Bridgewater's performance has been strong due to opportunities created by macro events and differential pressures across countries.
2. The equity market's performance is driven by productivity and the balance between earnings and inflation.
3. Political risk, including the potential impact of Trump's policies, could lead to more government deficits, inflation, and tariffs in the future.
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