An Update on Ray Dalio's Views of The Five Big Forces Shaping 2024
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- Опубликовано: 16 май 2024
- Earlier this year I sat down with Jim Haskell, editor of the Bridgewater Daily Observations, and published an article where I described my five big forces framework and how these forces will shape 2024 and the years to come (link below).
Considering all that's happened in just the last three months in #markets, #economies, and certainly on the #geopolitical front, Jim and I sat down again to discuss my latest thinking on these dynamics, which I'm sharing here. I hit each of the five big forces, elaborate on where we stand with each, and also discuss how these forces connect with each other.
In this recording, you’ll hear me discuss the #debt, #money, and #economic force-including my thoughts on the potential for Fed easing when #inflation remains above target, as well as portfolio considerations in today’s environment. I also discuss the internal order force-that’s the second force-with an emphasis on the 2024 US #presidential #election. Hit on the external world order force, including rising geopolitical #conflicts, and my read on what’s happening in #China. I talk about the force of #nature, notably #climatechange, and its economic consequences. And lastly, about the force of human inventiveness, including the potential for #AI to bring radical change in the coming years.
I hope you find this helpful, looking forward to your thoughts and questions in the comments.
00:00 Introduction
01:31 Chapter 1: Five Big Forces Overview
06:50 Chapter 2: The Debt/Money/Economic Force
21:23 Chapter 3: The Internal Conflict Force and the US Election
29:26 Chapter 4: The External Conflict Force
33:30 Chapter 5: Assessing What’s Happening in China
39:51 Chapter 6: AI and Climate Considerations
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Ray Dalio on the Big Forces Shaping Global Conditions: www.bridgewater.com/research-...
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always great to listen to Ray on macro's... full of insights
Extremely useful and insightful discussion. Thank you.
Thank you for all you do.
Ray condenses thousands of hours of deep thought so clearly, for free. Grateful.
hes a washed up hack
the"insur n" was on nov 8th, not jan...
My personal solution to petty conflicts and the dynamics emerging from them: don't participate in their epistemics; instead, view them as "constraints" and innovate accordingly.
There is no need to participate in petty games. Instead, we can channel our emotional energies, i.e. the frustrations of unfortunate dynamics, to elevate our strategies, collaborate and innovate.
Controlling our emotions is key.
Everyone has a plan until they get punched in the face....Mike Tyson.
Loved this
Great discussion
Thank you for sharing this! Just signed up for the Bridgewater Newsletter. What do you think about robo-advisors when it comes to investment?
Much appreciate Ray sharing his insights..
Ray is in among a small group of the 1% that tells the truth without sugarcoating or sourcoating what it takes to win in economics. He tells it in a way that’s easily digestible and general enough to fill in the gaps that affect people culturally as well as individually. He’s on my imaginary board 😆
Thank you so much for sharing this with all of us! Always great to learn from Ray’s perspective!
Thanks, Ray & Bridgewater!
Thank you so much
This is amazing. “How To Get Rich”
The first step to building wealth is figuring out your goaIs and risk toIerance - either on your own or with the heIp of a financiaI pIanner, and foIIowing through with an inteIIigent pIan, you wiII gain financiaI growth over the years and enjoy the benefits of managing your money.
I am fortunate I made productive decisions that changed my finances through my financiaI planner. Got my house in Feb, and hoping to retire soon.
researvh the name, if you care.
REBECCA MARTIN WATSON
l’m amazed to partake on this, lt has rekindled the fire to my goals.
An excellent update, breakdown in societal cohesion in the waning phase of power seems evident in our society. What happens though if the waxing power does not follow its claimed Confucian values and embeds a self perpetuating Authoritarian malignant power entwined with the overwhelming power of the emerging AGI then ASI … this might be the last great cycle?
Thank you for sharing this amazing discussion. How can I sign up to the bridgewater daily observation newsletter?
Thank you Ray
Thank you for the update, Dalio's view is very valuable.
Thank you sir for nice presentation.
Thank you for sharing here. Thank you Mr Ray.
I fully understand your concerns about "the recordings" in the video, but I think maybe we till should also look at some of the positive factors that exist. In my opinion, the emergence of the biggest positive possibility factor at the moment ( or may be that under this current situation), all aspects of the world, whether from the perspective of policy or economic environment, they will all spontaneously seek a harmonious and balanced development. And this positive factor will always run through the deveopment of the world, and will always leading the evelopment of the world to a virtuous cycle.
Vivian Zhang
Unfortunately, that is unlikely under the current systems of "democracies". The US Politicians are benefitted personally when there are more conflicts, hatreds, misunderstandings, prejudices, ignorances. And they have shown repeatedly that they will continue to make choices that will damage the World, as long as it helps in their next election. Truth and responsibilities are not the drivers, selfishness is.
Hi GGttuuxx,
First of all, thank you for your attention to my comments. Thank you.
The thing is, in fact, the operation of the entire world actually has an automatic balancing mechanism: when a certain direction passes, the mechanism of the world will automaticlly balancing it. I mean that when one side goes too far, this mechanism will automaticllly adjust to the opposite direction. Because of such corrective balancing mechanism, the whole world can reach a mutual balance.
I think you will see that in the coming period and also thank you for your communication with me.
Thank you.
Vivian Zhang
hes a washed up hack
the"insur n" was on nov 8th, not jan...
Be useful, be humble, spend less than you earn. Follow this advice on the individual level.
Thank you Ray. Just saw “civil war “ in IMAX. Chilling
ur people r the ones behind civil war in america
Ray You have a deep understanding about Economy and how does it works Why not write a book about Economy and how it works
What do you think guys
already had
Go download the books he had already written and shared freely to everyone. Do research before making a statement. Don't be lazy.
In Ray's book : THE CHANGING WORLD ORDER, he mentioned that he is working on a new book i.e. Principles: Investment and Finance. When can we expect the new book ?
Yes this is what we need
He has published a masterclass. I think he said that it replaces the book
@@jotapits Can you please share the link ?
@@KINSHUKJAIN-yh3mw I tried but couldn't find it, I'm not sure where I saw it
@@KINSHUKJAIN-yh3mwjust google Ray Dalio Masterclass
It would be nicer to get something other than balanced portfolio, real estate, gold. What I have seen is gold declines with stocks. gold seems to lag where spx goes a bit. Real estate has high holding costs in taxes (unlimited ability to tax) and maintenance costs than grow with inflation. I'd like other ideas if anyone else is willing to share.
Do people highly educated in thermodynamic physics know of a higher consideration of nature that overrides accepting that diodes can rectify Johnson - Nyquest thermal noise power and, given the orderliness of consistent orientation in parallel, aggregate a DC residue from each diode into electrical power at any scale coproduced with refrigeration of equivalent thermal energy absorbtion?
I’ve never seen any Man say more without teaching anything useful, than Ray. And, I own his books.
Fantastic stuff.
I know he’s just being real, but listening to Ray these days makes me sad. I was listening to his views when governments started the spending spree and getting increasingly nervous. And now I’m just sad that we let it get here.
Timestamps
So in summary, buy gold
Also bitcoin
Will the next US election be decisive as how the 100 year storm will be dealt with ?
This channel is really trying to teach our mind to see value that cannot be altered by anything, even the wisest economists. It's all mental conditioning once you start to see the physical objects as interfaces for the real value stored in your crystal brain.
The financial markets are full of opportunities, but I’ve learned a lot over the past few years. The key is knowing where to focus and also having a good mentor. like mrs ann fiocca to lead us down the right part.
The first step to successful investing is figuring out your goals and risk tolerance either on your own or with the help of a financial professional but is very advisable you make use of a professional.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn't know she has been good to so many people too this is wonderful, i'm in my fifth trade with her and it has been super.
Isn't that the same Mrs Ann Fiocca that my neighbours are talking about, she has to be a perfect expert for people to talk about her so well
I'm new at this, please how can I reach her?
Metro Boomin should put Ray in his beats
lmao
Clicked so quickly
🤔
Ray what did you mentor Diddy on???
hahahah😂
on big forces no doubt
Diddling
Ray dalio has called 15 of the last 3 recessions
没有中文翻译吗？
I very much liked the video and respect Ray Dalio's insight very much; however, I have to point out 2 fundamental mistakes Mr. Dalio (and unfortunately many others) makes: 1) he confuses Money with Currency, and 2) he confuses Isolationism with Non-Interventionism. The only time-tested Money is Gold and Silver. Non-Interventionism means not interfering in other's affairs but voluntarily interacting with others such as trading with them. Unfortunately these mistakes do taint this video.
Who are the moderate Democrats Ray refers to @28:00 ?
How about them Diddy parties?!?! Hi Rayyyyyyyyy!!!!! 🔥🔥🔥🔥🔥😬
Dalio for president. He makes a lot more sense than more and more of our politicians. They just seem to get worse and worse.
trum the best presiden in modern history
Where does he mention the bullish case for something like bitcoin?
Who do we want in? Trump or Biden
Whoever can manage the deficit
It does not matter who gets in because your country is broken, the damage has been done and going to get even worse in the near future after the election. Too many major mistakes have been made, now your paying the price, I wish that I could say different.
Trump. at least he won't fly in immigrants by the 100 000s , which results in programs which is inflationary and increases the deficits.
hes a washed up hack
the"insur n" was on nov 8th, not jan...
imagine thinking there sgoing to be more calm if trum wins... which sides tries to inprison, and worse, their political oponent for 800 YEARS, more than any mob person in history, on ZERO evidence because they cant beat him?
After so widely publishing the all weather portfolio, doesn't Ray owe the world an explanation of how that ties in with his widely publicized views on not owning debt?
He said nothing but some buzz words.
can’t blame him for your own blindness.
Buy Bitcoin
If Trump gets elected he might politically persecute his enemies? WTF do you think is happening right now?
hes derranged, just likle the rest of his ilk