Principles by Ray Dalio | An Update on Ray Dalio's Views of The Five Big Forces Shaping 2024 @principlesbyraydalio | Uploaded April 2024 | Updated October 2024, 3 hours ago.
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: bridgewater.com/research-and-insights/ray-dalio-on-the-big-forces-shaping-global-conditions
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For more from Ray:
Principles | #1 New York Times Bestseller: amzn.to/2JMewHb
Principles | Your Guided Journal: amazon.com/Principles-Your-Guided-Journal-Create/dp/1668010194?ref_=ast_sto_dp
Principles for Success, distills Principles into an easy-to-read and entertaining format for readers of all ages: amzn.to/34lgnNJ
Download his free app: principles.app.link/PFS
Connect with him on Facebook: facebook.com/raydalio
Follow him on Twitter: twitter.com/raydalio
Follow him on LinkedIn: linkedin.com/in/raydalio
Follow him on Instagram: instagram.com/raydalio
Follow him on TikTok: tiktok.com/@principlesbyraydalio
Follow him on Threads: threads.net/@raydalio
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
----------------------------------------
Ray Dalio on the Big Forces Shaping Global Conditions: bridgewater.com/research-and-insights/ray-dalio-on-the-big-forces-shaping-global-conditions
----------------------------------------
For more from Ray:
Principles | #1 New York Times Bestseller: amzn.to/2JMewHb
Principles | Your Guided Journal: amazon.com/Principles-Your-Guided-Journal-Create/dp/1668010194?ref_=ast_sto_dp
Principles for Success, distills Principles into an easy-to-read and entertaining format for readers of all ages: amzn.to/34lgnNJ
Download his free app: principles.app.link/PFS
Connect with him on Facebook: facebook.com/raydalio
Follow him on Twitter: twitter.com/raydalio
Follow him on LinkedIn: linkedin.com/in/raydalio
Follow him on Instagram: instagram.com/raydalio
Follow him on TikTok: tiktok.com/@principlesbyraydalio
Follow him on Threads: threads.net/@raydalio
