Ray Dalio's 6 crucial themes for the next few years

When former Conference keynote presenter Ray Dalio, speaks, investors listen, especially when the world can't seem to decide what sort of year it's having. Learn about the six themes Dalio thinks will dominate the next few years.

Magellan Insights

Ray Dalio's 6 crucial themes for the next few years

October 1, 2021
When former Conference keynote presenter Ray Dalio, speaks, investors listen, especially when the world can't seem to decide what sort of year it's having. Learn about the six themes Dalio thinks will dominate the next few years.
Read Transcript

When macro maestro Ray Dalio speaks, investors notice. Especially when the world can't seem to decide what sort of year it's having and has absolutely no idea about what the next few years hold.

But the next few years were very much on the Bridgewater founder and Co-CIO's mind when he sat down recently for a rare interview on Squawk Box with CNBC's Andrew Sorkin at the SALT Global Thought Leadership forum in New York.

In the twenty-minute interview Dalio unloaded on a range of topical subjects of great interest to investors everywhere, including:

  • The consequences of a new attitude to debt monetisation (ie governments borrowing money to finance spending) 
  • Whether technology innovation can drag us from inflation to deflation
  • Why cash is still trash
  • How Crypto can be worthless but still be a canny diversification play
  • How to play the internal political conflict in the US
  • What the rise of China means for investors 

 

Read the key takeways on each of the topics above in this Livewire article here.

 

 

When macro maestro Ray Dalio speaks, investors notice. Especially when the world can't seem to decide what sort of year it's having and has absolutely no idea about what the next few years hold.

But the next few years were very much on the Bridgewater founder and Co-CIO's mind when he sat down recently for a rare interview on Squawk Box with CNBC's Andrew Sorkin at the SALT Global Thought Leadership forum in New York.

In the twenty-minute interview Dalio unloaded on a range of topical subjects of great interest to investors everywhere, including:

  • The consequences of a new attitude to debt monetisation (ie governments borrowing money to finance spending) 
  • Whether technology innovation can drag us from inflation to deflation
  • Why cash is still trash
  • How Crypto can be worthless but still be a canny diversification play
  • How to play the internal political conflict in the US
  • What the rise of China means for investors 

 

Read the key takeways on each of the topics above in this Livewire article here.

 

 

Disclaimer: This material has been prepared by Livewire, published on Oct 01, 2021. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

facebook
linkedin
All
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
No items found.