Ray Dalio
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13 October
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Their words
As the supply/demand picture isn’t improving and neither the markets nor the economy appear to be weakening to improve the imbalance, the bond bear market probably has a long way to go, and we should be alerted to the other markets’ possible weakness.
12 October
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30 September
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16 September
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Recommendstheir ownrcmnd.app
Dalio Market Principles OnlineTheir words
especially in the "Dalio Market Principles Online" course I built with great partners at Singapore's Wealth Management Institute (WMI). The course has been completed by thousands of online learners around the world and has gotten great reviews. If you’re interested in joining its next cohort which is starting soon, you can learn more here.
11 September
9 September
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Recommendsrcmnd.app
MasterClass Executive programTheir words
It was great discussing this and other topics with Masterclass CEO David Rogier and future members of the @MasterClass Executive program. You can learn more about the program here: https://mstr.cl/MasterClassExecutiveRD
8 September
2 September
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Likedrcmnd.app
Transcendental MeditationTheir words
Transcendental meditation has helped me make that transition since 1969.
1 September
31 August
- NewsletterA Clear and Classic Big Test of U.S. Power
- YouTube
21 August
From one piece How Countries Go Broke: The Dynamic Behind What is Happening Now 3 beliefs · raydalio.substack.com
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Their words
Early in the final stage of the Big Debt Cycle, the market action reflects this dynamic via interest rates rising led by long-term rates, the currency declining especially relative to gold, and the central government’s treasury department shortening the maturities of its debt offerings because of a shortage of the demand for long-term debt.
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Their words
Because one can measure these things, one can monitor this debt dynamic happening, so it’s easy to see problems approaching. I’ve used this diagnostic process in my investing and I’ve kept it to myself, but I’m now explaining it in detail in How Countries Go Broke: The Big Cycle because it is too important to keep to myself.
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Their words
The debt dynamics work the same for a central government as they do for a person or a company, except that a central government has a central bank that can print money (which devalues it) and it can take money away from people via taxes.
7 August
31 July
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10 June
From one piece Principled Thinking and AI Need to Go Together 4 beliefs · raydalio.substack.com
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korrents.com
Success now requires combining the best human intelligence with the best artificial intelligenceTheir words
I believe that the path to success is best achieved by putting the best human intelligence together with the best artificial intelligence and that the way of thinking I am describing here is essential to understand and use in the new human/artificial intelligence era.
Principled Thinking and AI Need to Go Togetherraydalio.substack.com
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Their words
What this process can now do in creating understanding of the timeless and universal cause:effect relationship and enhancing and systemizing whatever one is thinking is mind-blowing. I believe that you will either stay at the cutting edge of doing this or you will be uncompetitive.
Principled Thinking and AI Need to Go Togetherraydalio.substack.com
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Their words
To be clear, these criteria are not best derived by looking at what would have worked in the past and assuming that it will work in the future—i.e., data mining—or simply asking an AI what to do. They are based on logical understandings converted into decision-making systems.
Principled Thinking and AI Need to Go Togetherraydalio.substack.com
+ 1 more
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Their words
I know through my experiences that even the most advanced artificial intelligences don’t have adequate enough insights to allow one to blindly follow them and that unique human understanding and insights are still invaluable, and that that is especially true in investing where value-added is a zero-sum game (so that, when it comes to adding value, what is widely known is of little value.)
Principled Thinking and AI Need to Go Togetherraydalio.substack.com
4 June
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Recommendstheir ownrcmnd.app
Dalio Market PrinciplesTheir words
But if you want to really get into my approach, I recommend the Dalio Market Principles Online program I built with the Wealth Management Institute of Singapore, which has received a 100% recommendation rate from past participants.
18 May
7 April
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Recommendstheir ownrcmnd.app
Principles for Dealing with the Changing World OrderTheir words
Many of the indicators I use to track unfolding events are explained in Principles for Dealing with the Changing World Order. I especially recommend Chapter 6, “The Big Cycle of External Order and Disorder,” and, if you are interested in the unimaginable-in-peacetime investment-related developments that typically happen during wars, I recommend Chapter 7, “Investing in Light of the Big Cycle.”
23 March
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19 February
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korrents.com
An investor's starting point should be the portfolio that is best to hold independent of any tactical market viewTheir words
I think everyone’s starting point for investing should be to know and be in the portfolio that is best to have, independent of any tactical views of the markets.
18 February
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