Head of Client Service and Bridgewater Daily Observations Editor, Jim Haskel, recently sat down with Bridgewater founder and CIO mentor Ray Dalio aboard his OceanXplorer ship in Singapore to discuss the five big forces that shape history and markets and how they’re playing out today.
From their meeting spot on the bridge of the ship, you’ll see Ray and Jim discuss:
1. the debt/money/economic force, including how the classic cycles play out, with Japan and the United States as case studies;
2. the internal order force, noting increased wealth and values gaps that are leading to greater polarity;
3. the external order force and how the geopolitical and development trajectories of different economies can inform a balanced approach to portfolio construction;
4. the force of nature, with a focus on the steep economic costs that will come as a result of climate change;
5. and the force of human inventiveness, including how AI could produce extreme productivity benefits that may also exacerbate inequality.
|
Saba Capital Management Founder Boaz Wei...
Here's Apple CEO Tim Cook quietly rockin...
"We're not in the Russia situation here....
Grammarly used our identities without pe...
Fmr. Dallas Fed President Richard Fisher...
Almost six weeks since the disappearance...
Leslie Vinjamuri, President & CEO at Chi...
Axiom CEO Carina Hong, a 24-year-old Sta...
A federal judge rejected Justice Departm...
Oil markets are on edge over a potential...
February’s shock jobs report would norma...
CNBC's Eamon Javers reports on news rega...
Matt Smith, Kpler oil analyst, joins 'Po...
U.S. Attorney for the District of Columb...