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Ray Dalio | The All-In Interview

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Manage episode 463593535 series 2637927
Content provided by All-In Podcast, LLC, All-In Podcast, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by All-In Podcast, LLC, All-In Podcast, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

(0:00) Ray Dalio joins Friedberg!

(0:50) The current US fiscal situation

(6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth

(24:54) USD vs other currencies and assets, best hedges against the dollar

(33:20) Portfolio construction, how China increases risk for US AI companies, why this market reminds Ray of 1998-1999

(41:45) How the US can avoid a debt crisis

(53:29) DOGE, Trump, and AI's greatest risk

(1:05:31) Chances of conflict between the US and China

Follow the Besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow Ray Dalio:

https://x.com/RayDalio

Read Part 1 of "How Countries Go Broke":

https://x.com/RayDalio/status/1878840018770210979

Pre-order "How Countries Go Broke":

https://www.amazon.com/Principles-Investment-Economic-Ray-Dalio/dp/1501124064

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://tradingeconomics.com/united-states/government-debt-to-gdp

https://www.crfb.org/press-releases/treasury-confirms-calendar-year-2024-deficit-tops-20-trillion

https://www.cbo.gov/publication/61172

https://www.institutionalinvestor.com/article/2bstne1l09npgdk1s5yww/corner-office/ray-dalio-makes-his-exit-from-bridgewater

https://fred.stlouisfed.org/series/M2SL

https://www.jpmorgan.com/insights/outlook/economic-outlook/fed-meeting-september-2024

https://www.forbes.com/sites/robertfarrington/2024/11/08/fed-cut-interest-rates-so-why-do-mortgage-rates-keep-climbing

https://www.chathamfinancial.com/insights/fomc-recap-december-2024

https://www.cnbc.com/2025/01/14/a-global-bond-sell-off-is-deepening-as-hopes-for-multiple-fed-rate-cuts-fizzle.html

  continue reading

263 episodes

Artwork
iconShare
 
Manage episode 463593535 series 2637927
Content provided by All-In Podcast, LLC, All-In Podcast, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by All-In Podcast, LLC, All-In Podcast, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

(0:00) Ray Dalio joins Friedberg!

(0:50) The current US fiscal situation

(6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth

(24:54) USD vs other currencies and assets, best hedges against the dollar

(33:20) Portfolio construction, how China increases risk for US AI companies, why this market reminds Ray of 1998-1999

(41:45) How the US can avoid a debt crisis

(53:29) DOGE, Trump, and AI's greatest risk

(1:05:31) Chances of conflict between the US and China

Follow the Besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow Ray Dalio:

https://x.com/RayDalio

Read Part 1 of "How Countries Go Broke":

https://x.com/RayDalio/status/1878840018770210979

Pre-order "How Countries Go Broke":

https://www.amazon.com/Principles-Investment-Economic-Ray-Dalio/dp/1501124064

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://tradingeconomics.com/united-states/government-debt-to-gdp

https://www.crfb.org/press-releases/treasury-confirms-calendar-year-2024-deficit-tops-20-trillion

https://www.cbo.gov/publication/61172

https://www.institutionalinvestor.com/article/2bstne1l09npgdk1s5yww/corner-office/ray-dalio-makes-his-exit-from-bridgewater

https://fred.stlouisfed.org/series/M2SL

https://www.jpmorgan.com/insights/outlook/economic-outlook/fed-meeting-september-2024

https://www.forbes.com/sites/robertfarrington/2024/11/08/fed-cut-interest-rates-so-why-do-mortgage-rates-keep-climbing

https://www.chathamfinancial.com/insights/fomc-recap-december-2024

https://www.cnbc.com/2025/01/14/a-global-bond-sell-off-is-deepening-as-hopes-for-multiple-fed-rate-cuts-fizzle.html

  continue reading

263 episodes

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