Ray Dalio, Bubble Fears, & Nvidia’s Beat 11/20/25

Bridgewater founder Ray Dalio addresses investor concerns about economic bubbles, both in AI and in the broader markets. Part interview, part historical markets lesson, Dalio shares his perspective on the biggest risks to the American economy and on a well-balanced portfolio in this environment. Plus, Nvidia beat Wall Street expectations for its third quarter, buoying the stock and the major averages. CNBC’s Kristina Partsinevelos breaks down the report and CEO Jensen Huang’s comments to investors, and CNBC’s Emily Wilkins reports on the Trump administration’s plans for AI regulation.

Kristina Partsinevelos - 2:24

Emily Wilkins - 12:05

Ray Dalio - 16:39

In this episode:

Kristina Partsinevelos, @KristinaParts

Emily Wilkins, @emrwilkins

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Cameron Costa, @CameronCostaNY

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