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#15: Peter Atwater: Welcome To The 'Backlash Era'
Superinvestors and the Art of Worldly Wisdom
Ray Dalio and Risk Parity in the Broader Markets
I'm not optimistic for Ray Dalio and by association, Bridgewater and Risk Parity. I think that particularly for risk parity, it is predicated on the notion that historical correlations will continue to hold. And from what I see looking ahead in an environment of falling mood, deflation is most likely to be what we are faced with economically. So I think deflation will seriously challenge the performance of risk parity.
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