An Update on Ray Dalio's Views of The Five Big Forces Shaping 2024
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Күн бұрынEarlier 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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@vbridgesruiz-phd 13 күн бұрын
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.
@SSYlist 13 күн бұрын
always great to listen to Ray on macro's... full of insights
@stephengibson7709 8 күн бұрын
Extremely useful and insightful discussion. Thank you.
@augustoliver2779 2 күн бұрын
Thank you for all you do.
@yashagar4443 14 күн бұрын
Loved this
@AmeliaLiam01 15 күн бұрын
This is amazing. “How To Get Rich”
@AmeliaLiam01 15 күн бұрын
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.
@AmeliaLiam01 15 күн бұрын
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.
@AmeliaLiam01 15 күн бұрын
researvh the name, if you care.
@AmeliaLiam01 15 күн бұрын
REBECCA MARTIN WATSON
@gabytrumbull7880 15 күн бұрын
l’m amazed to partake on this, lt has rekindled the fire to my goals.
@Ryan46 18 күн бұрын
Ray condenses thousands of hours of deep thought so clearly, for free. Grateful.
@wasdwasdedsf 6 күн бұрын
hes a washed up hack the"insur n" was on nov 8th, not jan...
@kuandemarco5498 17 күн бұрын
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 😆
@israelolowoyo7467 12 күн бұрын
Great discussion
@martynawlodarczyk9828 13 күн бұрын
Thank you for sharing this! Just signed up for the Bridgewater Newsletter. What do you think about robo-advisors when it comes to investment?
@quriousmikey2433 11 күн бұрын
Be useful, be humble, spend less than you earn. Follow this advice on the individual level.
@MrNoWool 9 күн бұрын
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?
@JamesBond15 17 күн бұрын
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.
@champions1712 19 күн бұрын
Thank you so much
@Billsuperwang 16 күн бұрын
Thank you for sharing this amazing discussion. How can I sign up to the bridgewater daily observation newsletter?
@elba_magellan 19 күн бұрын
Much appreciate Ray sharing his insights..
@neils8443 18 күн бұрын
Thanks, Ray & Bridgewater!
@omarhamadach 18 күн бұрын
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
@surety991 17 күн бұрын
already had
@ggttuuxx 16 күн бұрын
Go download the books he had already written and shared freely to everyone. Do research before making a statement. Don't be lazy.
@vivianzhang 19 күн бұрын
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
@ggttuuxx 16 күн бұрын
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.
@vivianzhang 15 күн бұрын
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
@wasdwasdedsf 6 күн бұрын
hes a washed up hack the"insur n" was on nov 8th, not jan...
@manvsmachine1 12 күн бұрын
I’ve never seen any Man say more without teaching anything useful, than Ray. And, I own his books.
@Navdeep-nq9ui 14 күн бұрын
Timestamps
@bidorcheng 18 күн бұрын
So in summary, buy gold
@e75short14 13 күн бұрын
Also bitcoin
@tulipmania4923 19 күн бұрын
Thank you Ray
@jean-pierreweiller5655 18 күн бұрын
Will the next US election be decisive as how the 100 year storm will be dealt with ?
@DanielThomasArgueta 18 күн бұрын
🤔
@KINSHUKJAIN-yh3mw 19 күн бұрын
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 ?
@richardconsuegra3500 18 күн бұрын
Yes this is what we need
@jotapits 16 күн бұрын
He has published a masterclass. I think he said that it replaces the book
@KINSHUKJAIN-yh3mw 15 күн бұрын
@@jotapits Can you please share the link ?
@jotapits 15 күн бұрын
@@KINSHUKJAIN-yh3mw I tried but couldn't find it, I'm not sure where I saw it
@TO-fp2oe 10 күн бұрын
@@KINSHUKJAIN-yh3mwjust google Ray Dalio Masterclass
@ttsang11 16 күн бұрын
Thank you so much for sharing this with all of us! Always great to learn from Ray’s perspective!
@sofjen 15 күн бұрын
Thank you for the update, Dalio's view is very valuable.
@groupflix 11 күн бұрын
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.
@xudongxu 19 күн бұрын
没有中文翻译吗？
@asian_masculinity 19 күн бұрын
Metro Boomin should put Ray in his beats
@mwase7782 18 күн бұрын
lmao
@kevenwang9285 19 күн бұрын
Thank you Ray. Just saw “civil war “ in IMAX. Chilling
@DAIIIVA 19 күн бұрын
ur people r the ones behind civil war in america
@balloonredd373 19 күн бұрын
Ray what did you mentor Diddy on???
@DAIIIVA 19 күн бұрын
hahahah😂
@DxWangZ 19 күн бұрын
on big forces no doubt
@Jensth 18 күн бұрын
Diddling
@hardwork_Struggle_payoff92 19 күн бұрын
Thank you sir for nice presentation.
@flowertowerrr 19 күн бұрын
Clicked so quickly
@jacknifebarca7763 19 күн бұрын
Dalio for president. He makes a lot more sense than more and more of our politicians. They just seem to get worse and worse.
@wasdwasdedsf 6 күн бұрын
trum the best presiden in modern history
@76benf 16 күн бұрын
Fantastic stuff.
@ThrashLawPatentsAndTMs 18 күн бұрын
Who are the moderate Democrats Ray refers to @28:00 ?
@DoJoe. 18 күн бұрын
Where does he mention the bullish case for something like bitcoin?
@AshCampbell 19 күн бұрын
Who do we want in? Trump or Biden
@bigsteppa298 19 күн бұрын
Whoever can manage the deficit
@bruce5895 19 күн бұрын
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.
@mwase7782 18 күн бұрын
Trump. at least he won't fly in immigrants by the 100 000s , which results in programs which is inflationary and increases the deficits.
@wasdwasdedsf 6 күн бұрын
hes a washed up hack the"insur n" was on nov 8th, not jan...
@wasdwasdedsf 6 күн бұрын
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?
@fangl.8278 8 күн бұрын
He said nothing but some buzz words.
@danielscott1409 17 күн бұрын
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?
@M3ta1 19 күн бұрын
Buy Bitcoin
@mickywes3733 13 күн бұрын
If Trump gets elected he might politically persecute his enemies? WTF do you think is happening right now?
@wasdwasdedsf 6 күн бұрын
hes derranged, just likle the rest of his ilk
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