Post by Bridgewater Associates

Name: When we look at the major dynamics reshaping the world today—from modern mercantilism, to the rise o
Uploaded: 2026-06-01T20:41:27.476Z
Channel: Bridgewater Associates
Description: When we look at the major dynamics reshaping the world today—from modern mercantilism, to the rise of AI, to the war in Iran—it’s striking how often the energy market sits at the center of them. Da

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When we look at the major dynamics reshaping the world today—from modern mercantilism, to the rise of AI, to the war in Iran—it’s striking how often the energy market sits at the center of them. Daniel Yergin, one of the world’s leading energy experts, joins Bridgewater's Head of Portfolio Strategists Atul Lele and Head of Commodities Ian Singer to discuss these dynamics, including what Dan calls "the mother of all supply shocks," the race to power the AI build-out, and what a global push for energy security means for markets. Listen to the conversation: https://lnkd.in/eaqCB593

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