Bridgewater Co-CIO Jensen Sees Twice-Normal Length US Recession

The video discusses the prolonged recession expected due to slow easing by central banks, leading to longer asset drawdowns. It highlights the potential impact of China's reopening on global markets, particularly on commodity prices and economies with significant inflation issues. The video also explores investment strategies during uncertain times, suggesting cash and inflation-indexed bonds as viable options, while noting the challenges faced by emerging markets and the potential benefits from China's economic activities.

What challenges do economies face as China reopens and how might this impact global commodity prices?

In what ways might inflation index bonds be considered attractive in the current economic climate?