#190
Mentioned in 68 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.

Mentioned by

Mentioned in 68 episodes

Mentioned by
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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
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David Friedberg
as a new book released this week, analyzing how countries go broke.
1,856 snips
Ray Dalio | The All-In Interview
Mentioned by
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Tracy Alloway
as the author of "How Countries Go Broke", discussing debt cycles and potential US debt crisis.
544 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
Mentioned by
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Ray Dalio
as a book that explains the mechanics of how countries go broke.
117 snips
Ray Dalio on What the "One Big Beautiful Bill Act" Means for America's Deficit
Mentioned by James "Spider" Marks as a book that explains the mechanics behind big debt crises.
75 snips
Israeli Foreign Minister Sa’ar on His Country’s War With Iran
Recommended to understand the mechanics behind big debt crises.
75 snips
Court Is Adjourned | Interview: Sarah Isgur
Mentioned by Courtney Weaver as Ray Dalio's new book explaining the mechanics behind big debt crises.
75 snips
Is Palantir’s stock too good to be true?
Mentioned by
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Ravi Agrawal
as a book that explains the mechanics behind big debt crises.
65 snips
How the Iran-Israel Conflict Is Reshaping the Middle East
Erwähnt von
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Daniel Stelter
in Bezug auf Ray Dalios Äußerungen zu den US-Staatsfinanzen.
64 snips
Nicht nur Trump braucht tiefe Zinsen
Mentioned by
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Kristen Welker
as
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Ray Dalio
's new book.
44 snips
April 13 — Peter Navarro, Sen. Cory Booker and Ray Dalio
Mentioned by Larry Summer and Hank Paulson as an invaluable resource for understanding economic threats.
40 snips
The First Emperor of China
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
Recommended through an ad as an invaluable resource for understanding debt crises.
37 snips
Team Resistance vs. Restraint (feat. Rep. Ritchie Torres)
Recommended by
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Gideon Rachman
as a new book discussing America's looming debt crisis.
36 snips
Is the US heading for a debt crisis?
Mentioned as a new book that explains the mechanics behind big debt crises.
36 snips
Australia wants its port back
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

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