Aswath Damodaran: Globalization Backlash
April 1, 2025
In his recent article, NYU professor Aswath Damodaran shares his thoughts on how politics, globalization, and disruption has changed the investing landscape.
Ray Dalio: Updated view on the big forces shaping 2024
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By Borsgade
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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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The above has been prepared by Børsgade ApS for information purposes and cannot be regarded as a solicitation or recommendation to buy or sell any security. Nor can the information etc. be regarded as recommendations or advice of a legal, accounting or tax nature. Børsgade cannot be held liable for losses caused by customers’/users’ actions – or lack thereof – based on the information in the above. We have made every effort to ensure that the information in the above is complete and accurate, but cannot guarantee this and accept no liability for errors or omissions.
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