Ray Dalio

Where they publish

• Site economicprinciples.org The long-form economic work: cycles, debt, world order.

  Where the research behind The Changing World Order and How Countries Go Broke lives — chapters, charts and study material rather than posts, so it changes slowly and is a reference rather than a feed.

  Open economicprinciples.org

  Link verified 2 Sept 2026.

• Site principles.com The books and the tools built around them.

  The front door for Principles and everything built on it — the book pages, Principles in Action, PrinciplesYou. Not where new writing lands; that is the Substack.

  Open principles.com

  Link verified 2 Sept 2026.

• Newsletter Principled Perspectives Where new writing actually lands, every few weeks.

  The current channel for new analysis — the debt cycle, US politics, markets and the world order — several pieces some months. This is the one to read if you want what they think now rather than what they published in a book. Has a feed.

  Open raydalio.substack.com

  Recent

  • The Numbers Behind the Bond Bear Market (with a Look at Equities) 13 Oct 2026 In my book How Countries Go Broke: The Big Cycle, I laid out in detail the classic mechanical dynamic that serves as a template to explain how countries go broke, and I gave my projections for what would likely happen s…
  • A Clear and Classic Big Test of U.S. Power 31 Aug 2026 To me, it seems obvious that we are now seeing a classic big test of the world’s leading great power (the U.S.) that is analogous to the test the British Empire faced (and failed) when the Egyptians seized the Suez Cana…
  • How Countries Go Broke: The Dynamic Behind What is Happening Now 21 Aug 2026 In my book How Countries Go Broke: The Big Cycle, I laid out a detailed template describing the dynamics of what would likely happen as a result of unsustainable imbalances in the supply and demand for debt.

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  • My Reflections on July 4th as America Turns 250 6 Jul 2026 Originally shared on July 4th
  • The Tribute System: The New World Order 18 Jun 2026 On Chinese Culture, the Tribute System, the 100 Years of Humiliation, The Art of War, “One China with Taiwan Part of China,” Where We Are Now, and Where We Are Headed
  • Investment Principles: What Should You Do Under Existing Conditions? 15 Jun 2026 This note is about how to play the investment game given what’s happening now.
  • Principled Thinking and AI Need to Go Together 10 Jun 2026 What is the best approach to being effectively intelligent now that human intelligence and artificial intelligence are merging?
  • Why I Recommend Being a Global Macro Long-Short Investor 4 Jun 2026 I’m at a stage of my life in which I want to pass along principles I’ve learned that have helped me to people who want them, especially principles about investing because I have a demonstrated subject matter expertise i…
  • Long Island University Commencement Speech 18 May 2026 For me, who graduated from LIU 55 years ago, to pass along what I’ve learned over those 55 years to the graduating class of 2026 was a déjà vu joy.
  • The Big Thing: We Are In A World War That Isn’t Going To End Anytime Soon. 7 Apr 2026 For today, that is most importantly that the US-Israel-Iran war is just part of a world war that we are in and that isn’t going to end anytime soon.
  • The Concept and Mechanics of an All Weather Portfolio 23 Mar 2026 I believe that some of the most important investment principles I can pass along are about what an “All Weather Portfolio” is and how to build such a portfolio.
  • It All Comes Down to Who Controls the Strait of Hormuz: The “Final Battle" 16 Mar 2026 I have found that most wars are filled with big disagreements about what is likely to happen and big surprises.
  • Investing In Light Of The Big Cycle 24 Feb 2026 Because so many people asked, I am now passing along to you the book's next chapter, "Investing in Light of the Big Cycle."
  • It’s Official: The World Order Has Broken Down 23 Feb 2026 At the Munich Security Conference, the post-1945 world order was pronounced dead by most leaders.
  • What I Have For You 19 Feb 2026 The principles and tools that I’m passing along are about life, work, economics, and investments because those four areas are the ones I’ve worked hard on, developed principles for, and have a built t
  • 2025 19 Feb 2026 Naturally, as a systematic global macro investor leaving 2025, I reflected on the mechanics of what happened, particularly in the markets.
  • The Big Dangers of Big Bubbles with Big Wealth Gaps 19 Feb 2026 Since I have been a global macro investor for over 50 years, and learned a lot of lessons from history, naturally a lot of what I pass along is about that.
  • Gold is the Safest Money 19 Feb 2026 Recently, a lot of people asked me a lot of questions about gold, so I invited anyone who cared to ask me questions about gold to do so, and I answered most of them.
  • My AI Clone and What We Can Expect from AI Clones 19 Feb 2026 The purpose of this note is to tell you: 1) why I’m excited about my AI clone, 2) how AI clones are significantly different from AI agents and LLMs, 3) what it takes to make AI clones so that they are as good or better…
  • How Countries Go Broke: In a 5-Minute Read 18 Feb 2026 I wrote this note to share what How Countries Go Broke: The Big Cycle, says in a nutshell.

  Link verified 2 Sept 2026. Recent items update automatically from the channel.

• x.com @RayDalio The same analysis, cut short: threads and video clips.

  Threads and video summaries of the Principled Perspectives pieces, plus comment on whatever is moving in markets and politics that week.

  Open x.com

  Recent

  • In my book How Countries Go Broke: The Big Cycle, I laid out in detail the classic mechanical dynamic that serves as a template to explain how countries go broke, and I gave my projections for what would likely happen so that one could compare both of those with what is actually happening. My hope was that doing so would help people understand what is happening and anticipate what would likely happen and would motivate policy makers to make beneficial changes. Since June 2025 when I published that book, the progression of the actual numbers and the bond market has been broadly consistent with… 13 Oct 2026
  • "I can't get enough sleep" is not a problem; it is a potential cause (or perhaps the result) of a problem. To clarify your thinking, try to identify the bad outcome first; e.g., "I am performing poorly in my job." Not sleeping enough may be the cause of that problem, or the cause may be something else--but in order to determine that, you need to know exactly what the problem is. #principleoftheday 13 Oct 2026
  • Remember this: The pain is all in your head. If you want to evolve, you need to go where the problems and the pain are. By confronting the pain, you will see more clearly the paradoxes and problems you face. Reflecting on them and resolving them will give you wisdom. The harder the pain and the challenge, the better. #principleoftheday 12 Oct 2026

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  • You need to be precise, because different problems have different solutions. If a problem is due to inadequate skill, additional training may be called for; if it arises from an innate weakness, you may need to seek assistance from someone else or change the role you play. #principleoftheday 11 Oct 2026
  • If you just keep doing, you will burn out and grind to a halt. Build downtime into your schedule just as you would make time for all the other stuff that needs to get done. #principleoftheday 10 Oct 2026
  • What an honor to present “Her Deepness” Dr. Sylvia Earle with the @oceanx lifetime achievement award at the OceanX Summit in Singapore. No one alive today has done more for the ocean, and without her help and inspiration, OceanX would have never even gotten started. Congratulations and thank you, Sylvia! 10 Oct 2026
  • When there is pain, the animal instinct is flight-or-fight. Calm yourself down and reflect instead. The pain you are feeling is due to things being in conflict--maybe you've come up against a terrible reality, such as the death of a friend, and are unable to accept it; maybe you've been forced to acknowledge a weakness that challenges the idea you'd had of yourself. #principleoftheday 10 Oct 2026
  • Over long periods of time, debts tend to rise faster than incomes, creating the long-term debt cycle. Even as people become more indebted, lenders freely extend credit because during economic booms, incomes rise, asset values soar, and the stock market thrives. People borrow more to buy financial assets, pushing prices higher and creating a bubble. So long as incomes keep rising, the debt burden stays manageable. But this cannot continue forever. Over decades, debt burdens slowly accumulate until debt repayments grow faster than incomes. This forces people to cut back on spending, causing inc… 8 Oct 2026
  • Thinking about problems that are difficult to solve may make you anxious, but not thinking about them (and hence not dealing with them) should make you more anxious still. When a problem stems from your own lack of talent or skill, most people feel shame. Get over it. I cannot emphasize this enough: Acknowledging your weaknesses is not the same as surrendering to them. #principleoftheday 8 Oct 2026
  • Everyone makes mistakes. The main difference is that successful people learn from them and unsuccessful people don’t. By creating an environment in which it is okay to safely make mistakes so that people can learn from them, you’ll see rapid progress and fewer significant mistakes. This is especially true in organizations where creativity and independent thinking are important, as success will inevitably require the acceptance of failure as a part of the process. As Thomas Edison once said, “I have not failed. I’ve just found ten thousand ways that do not work.” #principleoftheday 8 Oct 2026
  • Though it won't feel that way at first, each and every problem you encounter is an opportunity; for that reason, it is essential that you bring them to the surface. Most people don't like to do this, especially if it exposes their own weaknesses or the weaknesses of someone they care about, but successful people know they have to. #principleoftheday 6 Oct 2026
  • Worrying about "blame" and "credit" or "positive" and "negative" feedback impedes the iterative process that is essential to learning. Remember that what has already happened lies in the past and no longer matters except as a lesson for the future. #principleoftheday 6 Oct 2026
  • The holy grail of investing is knowing how to balance. When you can take equally good things where your expectation of return is equal, but because they are uncorrelated and move differently, they balance each other. That is how you can reduce your risk without reducing your returns. You have to understand that the market is a zero-sum game. The consensus is already reflected in the price, and trying to beat it is a difficult game. In fact, it is more difficult to compete and be successful in the markets than it is to compete in the Olympics. We must be humble about that. But achieving that b… 5 Oct 2026
  • This is a requirement. Being considerate means allowing other people to mostly do what they want, so long as it is consistent with our principles, policies, and the law. It also means being willing to put others ahead of your own desires. If the people on both sides of an argument approach their disagreements in this way, we will have many fewer disputes about who is offending whom. #principleoftheday 4 Oct 2026
  • You need to develop a fierce intolerance of badness of any kind, regardless of its severity. #principleoftheday 3 Oct 2026
  • They are rare. Such relationships take time to build and can only be built if you treat such people well. #principleoftheday 2 Oct 2026
  • When we are in meetings, we use a tool for what we call "dotting." It allows everyone to convey what they are seeing and how each person is behaving in real time. You can look at a screen and see, in color, how people are seeing each other. You see who thinks something is the most arrogant thing, or the stupidest thing, or that you aren't being considerate. When you see that visualization in real time, you are forced to ask yourself: How do I know that I’m seeing it the right way? How do I know that I’m not the wrong one? You realize you are just one of those dots in that line and in that gri… 2 Oct 2026
  • So I certainly don’t want to dissuade you from going after whatever you want. At the same time, I urge you to reflect on whether what you are going after is consistent with your nature. Whatever your nature is, there are many paths that will suit you, so don’t fixate on just one. Should a particular path close, all you have to do is find another good one consistent with what you’re like. #principleoftheday 1 Oct 2026
  • While it isn't all about the quid pro quo between the company and the employee, this balance must be economically viable for the relationships to be sustainable. Set policies that clearly define this quid pro quo, and be measured, but not excessively precise, when shifting it around. While you should by and large stick to the arrangement, you should also recognize that there are rare, special times when employees will need a bit of extra time off and there are times that the company will require employees to give it extra hours. The company should pay for above-normal work one way or another,… 30 Sept 2026
  • I know that my own life has been full of mistakes and lots of great feedback. It was only by looking down on this body of evidence from a higher level that I was able to get around my mistakes and go after what I wanted. For as long as I have been practicing this, I still know I can't see myself objectively, which is why I continue to rely so much on the input of others. #principleoftheday 29 Sept 2026

  Link verified 2 Sept 2026. Recent items update automatically from the channel.

• YouTube @principlesbyraydalio Their own channel: animated explainers and interview clips.

  The animated explainers — How the Economic Machine Works and its successors — alongside shorter clips from interviews and the book material. Posting most weeks.

  Open youtube.com

  Recent

  • Short RAY DALIO EXPLAINS: THE LONG TERM DEBT CYCLE 8 Oct 2026
  • Short Three Tools for Evaluating Talent | Ray Dalio 29 Sept 2026
  • HOW DEBT CYCLES OPERATE | RAY DALIO 28 Sept 2026

  Show 12 more

  • Short RAY DALIO ON THE IMPORTANCE OF A GAME PLAN 25 Sept 2026
  • Short RAY DALIO EXPLAINS WHAT IS CREDIT 21 Sept 2026
  • Short HOW TO INVEST LIKE RAY DALIO 18 Sept 2026
  • Short Dalio Market Principles Online with Singapore's Wealth Management Institute (WMI) 16 Sept 2026
  • Short RAY DALIO ON THE BOND MARKET WARNING SIGNS 11 Sept 2026
  • Short RAY DALIO ON THE AI BUBBLE 9 Sept 2026
  • Short Does Money Buy Happiness? | Ray Dalio 8 Sept 2026
  • Short WHAT IS TRANSCENDENTAL MEDITATION | Ray Dalio on My First Million Podcast 2 Sept 2026
  • Short BUILDING BRIDGEWATER FROM NOTHING 1 Sept 2026
  • Short Elon Musk's Plan For Mars 31 Aug 2026
  • Short Different Strengths | Different Weaknesses 7 Aug 2026
  • Short Past the Point of No Return 31 Jul 2026

  Link verified 2 Sept 2026. Recent items update automatically from the channel.