#492
Mentioned in 62 episodes
How Countries Go Broke
Principles for Navigating the Big Debt Cycle, Where We Are Headed, and What We Should Do
Book • 2025
In this book, Ray Dalio provides a groundbreaking analysis of the Big Debt Cycle, addressing critical questions about debt growth, the potential for a major reserve currency country like the US to go broke, and how to identify and mitigate debt-related risks.
Dalio draws on his experience as a global macro investor and his study of 35 historical cases of governments facing financial crises over the past 100 years.
He offers a template for identifying and managing debt problems, which he has discussed with treasury secretaries and central bankers worldwide.
The book explains the mechanics of debt sustainability, potential government debt reduction strategies, and the role of central bank interventions in managing debt crises.
Dalio draws on his experience as a global macro investor and his study of 35 historical cases of governments facing financial crises over the past 100 years.
He offers a template for identifying and managing debt problems, which he has discussed with treasury secretaries and central bankers worldwide.
The book explains the mechanics of debt sustainability, potential government debt reduction strategies, and the role of central bank interventions in managing debt crises.
Mentioned by
Mentioned in 62 episodes
Mentioned by David Friedberg when discussing the historical context of debt cycles and recommendations for US fiscal policy.
2,605 snips
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
Mentioned by 
Tracy Alloway as the author of "How Countries Go Broke", discussing debt cycles and potential US debt crisis.
Tracy Alloway as the author of "How Countries Go Broke", discussing debt cycles and potential US debt crisis.
542 snips
Ray Dalio on the Coming Crisis in US Debt
Mentioned by Peter Diamandis as the basis for their conversation on the changing world order and the future of the US.
197 snips
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
Recommended to understand the mechanics behind big debt crises.
75 snips
Court Is Adjourned | Interview: Sarah Isgur
Mentioned by James "Spider" Marks as a book that explains the mechanics behind big debt crises.
75 snips
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Mentioned by Larry Summer and Hank Paulson as an invaluable resource for understanding economic threats.
40 snips
The First Emperor of China
Recommended through an ad as an invaluable resource for understanding debt crises.
37 snips
Team Resistance vs. Restraint (feat. Rep. Ritchie Torres)
Mentioned in the episode introduction as a new book explaining the mechanics behind big debt crises.
37 snips
There Is No Musk-Trump Feud Without The Roberts Court
Mentioned in an ad, explaining the mechanics behind big debt crises.
35 snips
Beyond the trenches: a new take on WW1
Mentioned in an ad, explaining the mechanics behind big debt crises.
33 snips
Get Your Shtetl Together!
Mentioned as a new book by Ray Dalio, addressing urgent questions about the U.S. government's debt growth.
32 snips
Fidel Castro Part 6: The Cuban Missile Crisis
Recommended by the episode's advertisement.
29 snips
Trump’s Art of No Deals
Recommended as a valuable resource for understanding debt crises and economic threats.
28 snips
Iran, Russia, & Trump’s War Dilemma (with Ed Luce & Karim Sadjadpour)
Mentioned as investor Ray Dalio's new book, which explains the mechanics behind big debt crises.
27 snips
Martin Luther King Jr. – Part Two – Owning the dream
