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.
|
Bloomberg’s Caroline Hyde and Ed Ludlow ...
Jimmy Kimmel defended a joke he made two...
Amazon Web Services announced a partners...
Shell is entering an 'inflection point’ ...
True Anomaly has closed a $650 million S...
When super shoes debuted a decade ago, t...
Late night host Jimmy Kimmel is defendin...
The Huawei-backed Maextro S800 sedan is ...