The David Rubenstein Show

Bridgewater's Ray Dalio

Feb 3, 2022
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INSIGHT

Historical Cycles

  • Ray Dalio describes three big cycles in history, focusing on economic and political shifts.
  • These cycles involve wealth accumulation, excessive debt, currency devaluation, and rising internal/external conflicts.
ANECDOTE

Dutch and British Cycles

  • Dalio cites the Netherlands and the British Empire as examples of previous cycles.
  • Both nations rose to economic dominance, accumulated debt, and eventually declined.
ADVICE

Personal and Societal Actions

  • Dalio suggests focusing on earning more than you spend and building a strong balance sheet.
  • He emphasizes cooperation and understanding the risks of internal and international conflicts.
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