Ray Dalio | The All-In Interview

Ray Dalio | The All-In Interview

(0:00) Ray Dalio joins Friedberg!

(0:50) The current US fiscal situation

(6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth

(24:54) USD vs other currencies and assets, best hedges against the dollar

(33:20) Portfolio construction, how China increases risk for US AI companies, why this market reminds Ray of 1998-1999

(41:45) How the US can avoid a debt crisis

(53:29) DOGE, Trump, and AI's greatest risk

(1:05:31) Chances of conflict between the US and China

Follow the Besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow Ray Dalio:

https://x.com/RayDalio

Read Part 1 of "How Countries Go Broke":

https://x.com/RayDalio/status/1878840018770210979

Pre-order "How Countries Go Broke":

https://www.amazon.com/Principles-Investment-Economic-Ray-Dalio/dp/1501124064

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://tradingeconomics.com/united-states/government-debt-to-gdp

https://www.crfb.org/press-releases/treasury-confirms-calendar-year-2024-deficit-tops-20-trillion

https://www.cbo.gov/publication/61172

https://www.institutionalinvestor.com/article/2bstne1l09npgdk1s5yww/corner-office/ray-dalio-makes-his-exit-from-bridgewater

https://fred.stlouisfed.org/series/M2SL

https://www.jpmorgan.com/insights/outlook/economic-outlook/fed-meeting-september-2024

https://www.forbes.com/sites/robertfarrington/2024/11/08/fed-cut-interest-rates-so-why-do-mortgage-rates-keep-climbing

https://www.chathamfinancial.com/insights/fomc-recap-december-2024

https://www.cnbc.com/2025/01/14/a-global-bond-sell-off-is-deepening-as-hopes-for-multiple-fed-rate-cuts-fizzle.html

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(376)

Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis

Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis

(0:00) Jensen Huang joins the show! (0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world's most valuable company (10:47) Physical AI's $50T market, OpenClaw's future, ...

19 Maalis 1h 6min

John Fetterman: The Rogue Democrat Who Broke Party Ranks

John Fetterman: The Rogue Democrat Who Broke Party Ranks

(0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts (1:08) The broken Democratic Party: TDS, what he stands for, why the party changed, losing bipartisanship, popularity with Rep...

18 Maalis 45min

Travis Kalanick & Michael Dell Live from Austin, Texas

Travis Kalanick & Michael Dell Live from Austin, Texas

(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on (5:52) How to automate the physical world, markets to go after (11:00) Return to self-driving: Tesla, Waymo, and the ...

17 Maalis 1h 15min

Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

(0:00) The Besties welcome Brad Gerstner! (3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms (19:18) Off ramp strategies, Gulf state involvement, the China angle (27:05)...

13 Maalis 1h 20min

Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets

Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets

(0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig (0:53) Atkins on how US markets have changed over his 40 year career (3:04) Top priorities across both agencies: Fixing the ...

11 Maalis 1h

Graham Allison on the Global Realignment: Iran, China, Israel, Greenland

Graham Allison on the Global Realignment: Iran, China, Israel, Greenland

(0:00) The Besties welcome legendary Harvard professor Graham Allison (1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redefining Middle East security (11:44) Iran endgame sc...

9 Maalis 1h 3min

Exiled Iranian Prince Reza Pahlavi: Transition Plan and the Fight for Iran's Freedom

Exiled Iranian Prince Reza Pahlavi: Transition Plan and the Fight for Iran's Freedom

(0:00) Jason intros Prince Reza Pahlavi (1:09) Pahlavi's take on the war and vision for Iran's future, Democracy, and return (8:53) Trump's surrender conditions, core principles, role in transition an...

7 Maalis 47min

Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael

Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael

(0:00) The Besties welcome Under Secretary of War Emil Michael (2:30) US war with Iran: Bigger picture and why now? (13:16) Trump's new approach to warfare, AI, drones, rules of engagement (28:39) Isr...

6 Maalis 1h 22min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
rss-oivalluksia-rahasta-elamasta
rss-rahapodi
mimmit-sijoittaa
rss-rahamania
rss-sami-miettinen-neuvottelija
pomojen-suusta
sijoituspodi
hyva-paha-johtaminen
asuntoasiaa-paivakirjat
rss-lahtijat
rss-startup-ministerio
ostan-asuntoja-podcast
rahapuhetta
oppimisen-psykologia
rss-ammattipodcast
rss-karon-grilli
rss-yritys-ja-erehdys
rss-set-for-life-sijoita-ja-vaurastu