By
Borsgade
In this interview, Bridgewater’s Ray Dalio discusses his latest thinking on markets, the economies, and the geopolitical situation.
Ray elaborates on each of the five big forces, elaborate on where we stand with each, and discuss how these forces connect with each other, including his thoughts on the potential for Fed easing, as well as portfolio considerations in today’s environment. He also discusses the internal order force—that’s the second force—with an emphasis on the 2024 US presidential election, the rising geopolitical conflicts, his read on what’s happening in China and finally the development on AI.
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