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

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(414)

GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal

GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal

(0:00) Bestie intros: Happy 50th Chamath! (1:17) OpenAI releases GPT-6 Astra: Have they reached AGI? (19:01) All-In Summit: Scholarships available! (19:56) Dwarkesh's Hugging Face hack article sparks ...

4 Sep 1h 31min

Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

(0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Cape...

29 Aug 1h 36min

Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics

Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics

(0:00) Eric Weinstein joins the show! (03:09) Has American science stalled? Cowboy science, Fauci, and the scientific precariat (21:31) Weinstein's fix: Blow a hole in the Civil Rights Act, kill peer ...

26 Aug 1h 30min

Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China

Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China

(0:00) Michael Kratsios joins the show! (01:56) Is this administration anti-science? The Nature poll, DEI grants, and $8B down the drain  (8:16) Climate science cuts: RCP 8.5 gets pulled and the "clim...

24 Aug 55min

Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up

Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up

(00:00) Besties are back! (00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash (10:25) FINRA for AI vs. MPAA for AI: SROs, thinking tokens, and the "DMV for AI" ...

21 Aug 1h 30min

Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety

Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety

(0:00) The most controversial company in privacy right now, Flock CEO joins the show! (7:23) License plate data retention: 7 days solves 90% of crimes (13:00) Camera vandalism, felony charges, and pri...

18 Aug 55min

Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback

Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback

(0:00) Gavin Baker joins the show! (2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing (27:32) Zuck's AI manifesto: What it means for Meta and frontier AI (56:41) All-In Summi...

14 Aug 1h 39min

Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats

Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats

(0:00) Jason and Friedberg welcome Rahm Emanuel (1:16) Lessons from working with Clinton and Obama (7:45) China: How to approach conflict, new economic bloc, isolation, and Taiwan (28:49) Europe: Reas...

13 Aug 1h 11min

Populärt inom Business & ekonomi

framgangspodden
rss-jossan-nina
varvet
rss-borsens-finest
24fragor
bathina-en-podcast
badfluence
avanzapodden
uppgang-och-fall
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
lastbilspodden
rikatillsammans-om-privatekonomi-rikedom-i-livet
fill-or-kill
bilar-med-sladd
rss-hos-psykologen
borsmorgon
rss-veckans-trade
rss-kort-lang-analyspodden-fran-di
rss-dagen-med-di