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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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.
Readers are advised that investing may involve a risk of loss that cannot be determined in advance, and that past performance and price development cannot be used as a reliable indicator of future performance and price development. For further information please contact info@borsgade.dk
In this article, Michael Mauboussin argues that whenever investors value a stake in a cash-generating asset, they are essentially using a discounted cash flow (DCF) model, whether explicitly or implicitly.
In this video, Guy Spier gives a full tour of the Aquamarine office in down town Zürich. Guy walks around the office while discussing the idea and history behind the different office spaces and the library.
In this article, Aswath Damodaran delves into the complex interplay between corporate earnings reports, market expectations, and stock price movements, using Nvidia’s recent earnings announcement as a case study.
In this interview, Guy Spier covers a wide range of topics, blending practical investing advice with broader life lessons and philosophical insights. Guy emphasizes the importance of long-term thinking, personal growth, and maintaining a balanced perspective on success and happiness.
