#178
Mentioned in 77 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.
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