Ray Dalio - The Principles for Investing and Economics
Ray Dalio walks through the economic and investment principles behind Bridgewater, laying out how he thinks debt cycles, monetary policy and productivity actually drive markets. He frames the economy as a perpetual motion machine of four forces, three equilibriums and two levers, then applies that template to where the world stood at the time: late in the business cycle, with central banks running out of room and populism rising on both the left and the right. He draws the parallel to the 1930s, explains why the wealth gap became a market issue rather than just a political one, and traces the…
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