Ray Dalio on the Global Economy – Foreign Affairs

How did we miss this?  The interview with Foreign Affairs took place in September.

Good stuff.  Ray Dalio is one smart dude.

Here is what jumped out at us,

The age of big returns is over.  Of asset classes, in general.  That’s true of bonds, that’s true of stocks, for structural reasons.   And that has to do that when interest rates go down, it causes stocks and bonds to go up.  And when interest rates come down to zero there is not much more room for those assets to benefit from declining interest rates…. That is all over for a relatively long time. 

Tell us it ain’t so,  Ray Dalio!

The Fed has shot its wad.   Better get your stock picker and trader hats on.

(click here if video is not observable)

About these ads
This entry was posted in Video, Whales and tagged , , . Bookmark the permalink.

3 Responses to Ray Dalio on the Global Economy – Foreign Affairs

  1. gregpastik says:

    Why is it that every time I listen to Ray Dalio, he seems to say nothing that is not just completely obvious, but says it in a way that makes everyone think he is saying something really intelligent.

    He obviously has a lot of smart people working for/with him, and I am sure he “gets it” along with the frist people to “get it”, but he hardly is the only person thinking the way he does on any subject.

    IMO: One of the most over-rated speakers on Macro issues on TV in recent times. Bill Gross comes in a close second.

  2. macromon says:

    Thanks for comment, Greg. He has a consistent framework and not swayed by market and emotional hype. That is what makes him successful, in our opinion.

  3. Hello everyone, it’s my first go to see at this web page, and post is in fact fruitful in favor of me, keep up posting these articles or reviews.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s