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Note: This transcript has been edited for readability.

Blake Cecil has been named to Business Insider’s 2024 Rising Stars of Wall Street list, recognized among leaders of tomorrow making notable contributions and accomplishments in the asset management industry.

Some of the largest drivers of US equity outperformance cannot be counted upon going forward. A lot depends on the ability of US tech to deliver and AI to unleash productivity across sectors.

Co-CIO Greg Jensen explains that the greatest bubbles require a transformational technology and a ripe macro and monetary backdrop. We now have both—so he believes the AI bubble is ahead of us, not behind us.

Alex joined Bridgewater in 2010 and is currently a Portfolio Strategist in our Research group, as well as a Partner at the firm. In addition to conducting macroeconomic research, he communicates with Bridgewater’s clients regarding the global outlook, Bridgewater strategies, and portfolio construction. He has expertise in portfolio construction, currencies, credit, commodity, and equity markets. Before joining Bridgewater, Alex was a consultant for Oliver Wyman Financial Services. He has an M.A. in Applied Mathematics and Statistics from Hunter College, and an A.B. in Philosophy from Princeton University.

Andrew joined Bridgewater in 2004 and serves as Head of Americas for our Client Service department, advising Bridgewater’s largest strategic relationships across North America. He is responsible for developing and managing our client and commercial strategy along with building tailored strategic advisory relationships and portfolio strategies to clients in the region. During his twenty years at Bridgewater, he has partnered directly with a range of the firm’s largest and most sophisticated global investors as well as being responsible for developing and advising Bridgewater’s relationships with key investment consulting firms, both domestically and internationally. Andrew is also a Partner at the firm. He received his B.A. from Bucknell University, graduating summa cum laude.

Atul joined Bridgewater in 2018 and is Head of the Portfolio Strategist group. Atul works closely with our co-CIOs and partners with Bridgewater’s clients on their most important investment priorities, including developing investment strategies to meet their goals and providing insight into the research group’s thinking on global markets and economic conditions. He is also a Partner at the firm.