The David Rubenstein Show: Bridgewater's Ray Dalio

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  • เผยแพร่เมื่อ 11 ก.ย. 2024
  • Ray Dalio, Bridgewater Associates Co-chairman and founder, talks about the rise of China, investing in crypto and why he tries to meditate every day. He's on "The David Rubenstein Show: Peer-to-Peer Conversations." This was recorded Jan. 24 at the 92Y in New York.

ความคิดเห็น • 139

  • @mitchprime9202
    @mitchprime9202 2 ปีที่แล้ว +38

    When Mr. Dalio speaks, I listen. Thank you.

  • @jacolineloewen6530
    @jacolineloewen6530 2 ปีที่แล้ว +6

    Ray And David - we are so fortunate to hear these conversations.

  • @wishfulpolymath
    @wishfulpolymath 2 ปีที่แล้ว +6

    One of the most inspiring guys in the whole investment management industry!

  • @yasinnabi
    @yasinnabi 2 ปีที่แล้ว +9

    awesome talk, Ray Dalio is an international treasure

  • @itloads
    @itloads 2 ปีที่แล้ว +23

    Ray Dalio has the skill of discussing endless interesting topics but saying very little which is useful. - In the name of radical transparency -

    • @watchman835
      @watchman835 2 ปีที่แล้ว

      How could a person like that got to such high position?

    • @matthewvirth
      @matthewvirth 2 ปีที่แล้ว +5

      I find it interesting, I'd say he is saying to diversify your portfolio into other economies/currencies to put it simply depending on how certain you are about U.s. stability. He isn't going to give away the secret sauce on how he gets rich lol. But even then his holy grail idea is clear and simple if you look it up. Not being a sweaty fan, I can criticize his vagueness aswell but you have to be delicate with your words in his game.

    • @VisionClearly
      @VisionClearly 2 ปีที่แล้ว

      A fair critique.
      Some helpful insights here.

    • @royprovins7037
      @royprovins7037 2 ปีที่แล้ว

      @@watchman835 Reread the comment and you have your answer

    • @torso99
      @torso99 2 ปีที่แล้ว +1

      i think most of this sucssesfull guys avoid getting into spesifics for multiple reasons...... if he now told you directly to buy apple.... 1 it could mean it will work 6 months after that a new stock rollation happends but people still see the video or dont know when to sell so they end up blaming him for thier losses... 2 if he told you to buy apple and everyone when to buy apple... the trade would not work as it would clim sky high n drop even faster ... again resulting in nr 1....... nr 3.... he dont know the future forsure he only watches the market day by day and makes judgements on the spot when changes accure ...... 4 he runs a hedgefun.... if he told you want to do he would not have any clients

  • @henryzhang9915
    @henryzhang9915 2 ปีที่แล้ว +5

    Im hooked instantly, wonderful explanation by Mr.Dalio.

  • @reh-linchen4698
    @reh-linchen4698 2 ปีที่แล้ว +18

    Dalio advocates “radical truth and radical transparency” but praises CCP that does the opposite. I thought he can afford principles with his vast wealth but maybe too much is at stake.

    • @itloads
      @itloads 2 ปีที่แล้ว +8

      Ray Dalio has a horrible sense of the CCP & China. Rather than his personal portfolio allocation I believe Dalio overly enjoys his close relationships with the highest levels of the CCP. The red carpet and privileges afforded to him and his family when visiting China. Dalio is easily coerced by the trappings of CCP power politics.

    • @teamtryxgg281
      @teamtryxgg281 2 ปีที่แล้ว +2

      You look like an offspring of the CCP..

    • @reh-linchen4698
      @reh-linchen4698 2 ปีที่แล้ว +1

      I think I just realized another layer of meaning about hedge fund. Some people joke about economists when they say: on one hand, blah blah blah, and on the other, blah blah blah. I feel Dalio is on a very different level.

    • @reh-linchen4698
      @reh-linchen4698 2 ปีที่แล้ว +1

      @@teamtryxgg281 Not sure what you were trying to say but we are defined by our collective behavior.

  • @bitcoinwallet-tj5ue
    @bitcoinwallet-tj5ue 2 ปีที่แล้ว +2

    Great interview with (financially)great people

  • @financialmarketswithtom4890
    @financialmarketswithtom4890 2 ปีที่แล้ว +8

    Amazing interview. Truly one of the best guests to ever be on.
    Ray has such a grounded view of things, and complex insights that he makes sound so effortless. Top shelf stuff.

  • @edwardjackson1743
    @edwardjackson1743 2 ปีที่แล้ว

    Love to hear from Mr. Dalio

  • @TwoGrainsOfGold
    @TwoGrainsOfGold 2 ปีที่แล้ว +5

    Love Dalio! I have read his book and recorded a review posted on my LinkedIn and TH-cam as well.

  • @anthonysmith2195
    @anthonysmith2195 2 ปีที่แล้ว +4

    He is teaching free market economics and has been the most pro china speaker around. It is unbelievable how he has played the part of an educator to the public but has promoted the CCP to an incredible degree. Communism is here in America and its in the form of Ray.

  • @ilyakhoteev
    @ilyakhoteev 2 ปีที่แล้ว +3

    Thank you Mr. Dalio for your insight and words of wisdom!

  • @baschii7603
    @baschii7603 2 ปีที่แล้ว +1

    Sad that there was no clear answer to the question what investors should do after the market correction

  • @orwhat24
    @orwhat24 2 ปีที่แล้ว +2

    The only reason we are sinking is because it’s been decided by our leaders to structure our laws and economy to accomplish that.

  • @ridzuanali1919
    @ridzuanali1919 2 ปีที่แล้ว

    Thank you.

  • @kooisengchng5283
    @kooisengchng5283 2 ปีที่แล้ว +3

    Ray should run the Fed. or be Treasury Secretary.

  • @ginofulcado4935
    @ginofulcado4935 2 ปีที่แล้ว +2

    Eminence! Much respect for Dalio, great interview!

  • @freedinner886
    @freedinner886 2 ปีที่แล้ว

    Rubenstein love the show bud

  • @eletricdragon6204
    @eletricdragon6204 2 ปีที่แล้ว

    Legend of the financial markets.

  • @derMcSven
    @derMcSven 2 ปีที่แล้ว +1

    Great to see ray again

  • @MrSupernova111
    @MrSupernova111 2 ปีที่แล้ว +10

    I like Dalio but he tried to give a bogus answer to the investing question and ended giving misleading information. Cash is necessary to invest. If you don't have cash on reserve then you aren't truly investing as you're just riding the market in any which way it takes you.

    • @uxbykilian3148
      @uxbykilian3148 2 ปีที่แล้ว +5

      No, listen carefully. He is referring to those with tons of excess cash,the reason why he said that is because of negative rates, if a currency has negative rates its foolish to save money in that currency.

    • @axem.8338
      @axem.8338 2 ปีที่แล้ว +3

      @@uxbykilian3148 Agreed

    • @sommi888
      @sommi888 2 ปีที่แล้ว

      🧡💛💚💙 cash is trash buddy . make BTC or ETH your main currency. spend ur BTC or ETH when u need to spend a little bit. stay invested long term. cash is for ppl who love losing money

  • @paudelamarianaoancea3761
    @paudelamarianaoancea3761 2 ปีที่แล้ว

    my fav all time DALIO

  • @nickkacures2304
    @nickkacures2304 2 ปีที่แล้ว +8

    Watch the Bloomberg interview with Jeremy Grantham from last week it works well with Ray Dalio’s economic thinking

    • @MrSupernova111
      @MrSupernova111 2 ปีที่แล้ว

      Yes, that was a fantastic interview! Dalio here just ran his mouth for half an hour and said nothing.

    • @MrSupernova111
      @MrSupernova111 2 ปีที่แล้ว

      @Angelo Balbi . lol

  • @roniquebreauxjordan1302
    @roniquebreauxjordan1302 2 ปีที่แล้ว +1

    Enjoyed this one

  • @easterntechartists
    @easterntechartists 2 ปีที่แล้ว

    one person's paradise is another's hell. And some places are just hell for almost everyone.

  • @puru2652
    @puru2652 2 ปีที่แล้ว +1

    Why is this so badly edited??

  • @teddyc117
    @teddyc117 2 ปีที่แล้ว

    Can someone explain what does the years are cut down in half mean here in 19:03?

  • @k.s.9400
    @k.s.9400 2 ปีที่แล้ว

    Sounds exactly like Jeff Bridges. I keep waiting for him to say “dude”

  • @smonkey001
    @smonkey001 2 ปีที่แล้ว +2

    I love Ray standing up, educating the public and simply calling the MMT bullshit. It's just lowering rate and printing money with a new name, like all dying empires did in the history of mankind. US definitely need a big reform. I disagree with him on the view of China. Imo China will end up like Japan, a sudden collapse of stock and real estate price then a prolonged stagnation.

  • @teamtryxgg281
    @teamtryxgg281 2 ปีที่แล้ว +3

    China is the undisputed global superpower, economically and militarily.

  • @NT-ir5cb
    @NT-ir5cb 2 ปีที่แล้ว

    So thankful for your videos , as both a damn fine interview host and an active money manager as well!

  • @genek6056
    @genek6056 2 ปีที่แล้ว +1

    sell all SARK shares now! Semper Fi

  • @wonderwalk1210
    @wonderwalk1210 2 ปีที่แล้ว +6

    Born in China, read all his books and writings on LinkedIn including the 2022 outlook. I enjoyed his studies yet I have to disagree his almost-blindly appraisal on China. China's real CPI is worse than America! The 2% CPI released by China government is based on super distorted methodology (house price is even excluded--a 10 times bagger in past 15 years!) I just think the risk should have been objectively stated.

    • @freedomlife3623
      @freedomlife3623 2 ปีที่แล้ว +2

      Totally agree with you as formal Chinese residence. Sometime I am wonder if the Western business people , specially hedge fund managers intentionally overlook the risks in China since I can’t believe they are that naive.

    • @wonderwalk1210
      @wonderwalk1210 2 ปีที่แล้ว

      @@freedomlife3623 All they can do is to buy some datasets released by all sorts of resources. The funny thing is the Party probably don't even know how bad the local debts are. Everybody fakes their balance sheets to make the Boss happy--otherwise you head is chopped.😱

  • @Name-dz1um
    @Name-dz1um 2 ปีที่แล้ว

    7:44 11:29 12:56 13:55 18:40

  • @aleksandarbozaric1155
    @aleksandarbozaric1155 2 ปีที่แล้ว

    This man puts on a clinic every time he is interviewed.

  • @honestrunescaper
    @honestrunescaper 2 ปีที่แล้ว +3

    Ray is completely and utterly wrong on China; must be all that money they provide him clouding his judgement

  • @josephtuang9775
    @josephtuang9775 2 ปีที่แล้ว

    Great interview

  • @Renould2010
    @Renould2010 2 ปีที่แล้ว

    Great data, 👏🏾👏🏾👏🏾👏🏾👏🏾💎💯👑

  • @oneofthemdeals
    @oneofthemdeals 2 ปีที่แล้ว +12

    Communist China 🇨🇳 supporter and lover. Outrageous

    • @ericanderson3534
      @ericanderson3534 2 ปีที่แล้ว

      curiously with 13 likes this comment doesn't show as top?

  • @bobc9786
    @bobc9786 2 ปีที่แล้ว +1

    Dalio is a respectable man

  • @TTrAAsTT
    @TTrAAsTT 2 ปีที่แล้ว

    He's basically saying the economy is about to go to hell and they don't even seem to raise their eyebrows one bit.

    • @elfiepapini4470
      @elfiepapini4470 2 ปีที่แล้ว

      There money is well invested and protected, the market is a rich mans playground, and the average investor isn’t in the high roller club! You lose they profit!

  • @Sarah-vh4wt
    @Sarah-vh4wt 2 ปีที่แล้ว

    Insightful!!

  • @thefakenewsnetwork8072
    @thefakenewsnetwork8072 2 ปีที่แล้ว +1

    Long live freedom and democratic communism

  • @augustuscaesar4180
    @augustuscaesar4180 2 ปีที่แล้ว

    Gran Tierra energy GTE on the NYSE or LSE

  • @barrycalvert8219
    @barrycalvert8219 2 ปีที่แล้ว

    Would cap them both if possible

  • @MrRyan83
    @MrRyan83 2 ปีที่แล้ว +1

    Funny how he doesn't want to say gold. 'Other currencies' please. Love the info Ray but still part of the system of lies and secrecy.

  • @overengineer7691
    @overengineer7691 2 ปีที่แล้ว

    Not be in cash in Feb '22 eh? hell of a tip there.

  • @十1678
    @十1678 2 ปีที่แล้ว

    Crypto investment to the world 🤞

    • @calvinjoe6598
      @calvinjoe6598 2 ปีที่แล้ว

      I will chat you up for a tips on investment

  • @andneomatmj23
    @andneomatmj23 2 ปีที่แล้ว

    Isnt largest hedge fund Blackrock?

  • @watchman835
    @watchman835 2 ปีที่แล้ว +2

    This guy is boring. I believe he didn’t write the book.

  • @riccosx8143
    @riccosx8143 2 ปีที่แล้ว +1

    Ray endlessly shilling for CCP

  • @123koby
    @123koby 2 ปีที่แล้ว

    SP500 is going to 150.000 by end of century

  • @sadmanrunic3415
    @sadmanrunic3415 2 ปีที่แล้ว +2

    My role models:
    1. Investor- Warren Buffett
    2. Hedge fund Manager-Ray Dalio

    • @JurOz1980
      @JurOz1980 2 ปีที่แล้ว

      Same here but you have to diversify so i also put Cathie Wood and Chamath to the list.

    • @sadmanrunic3415
      @sadmanrunic3415 2 ปีที่แล้ว +1

      @@JurOz1980 chamath and cathie both aren't doing good...especially chamath, 3 yrs ago i thought this guy can really be the next warren buffett but the deals he made somewhat made me think about him otherwise

  • @AmitAujla20
    @AmitAujla20 2 ปีที่แล้ว +5

    The book is great, I finished reading it last year. But I have to disagree with him on China and the assumed opinion it will be the largest economy during this century. China has a huge demographic problem and its population will half to 600 million by the end of this century. I think India will likely be the largest and most dominant economy by the end of this century as it has a favourable demographics but still has significant challenges. The future remains uncertain although I would bet China’s demographic problems will prevent it from taking a genuine leading world role as the USA has during the latter half of the twentieth and the twentieth first century.

    • @HUNT-DOG
      @HUNT-DOG 2 ปีที่แล้ว

      Interesting points

    • @MrSupernova111
      @MrSupernova111 2 ปีที่แล้ว +3

      Clueless! China is decades ahead of India and India's economy is too fragmented to rise as a global economic superpower like the USA anytime soon.

    • @smonkey001
      @smonkey001 2 ปีที่แล้ว +3

      India's birth rate is peaking just like China. China is simply ahead of the same curve. The only continent will be gaining significant population in this century is Africa. It's public data just search it you will find it. Low birth rate is not a country issue. It's humanity's issue.

  • @nickkacures2304
    @nickkacures2304 2 ปีที่แล้ว

    The Economic Super Bubble has lost its helium high and is floating down into a field of cactuses 🌵🎈🌵

  • @JerryGenensis
    @JerryGenensis 2 ปีที่แล้ว +3

    great guy, but bit too honest..... wont be liked by many

  • @qake2021
    @qake2021 2 ปีที่แล้ว

    ✌🏻👌👍

  • @wizard7314
    @wizard7314 2 ปีที่แล้ว +4

    I don't think he answered any of the questions. He talks about all this macro then he just uses quantitative trading in the end anyway. His principles worked to make money in a 40-year bull market... well done. I can do that too. Anyone can. The real test is yet to come. He also knows nothing about crypto. It's amazing how few people do. Dinosaurs equate crypto = Bitcoin. Okay gramps. I'll listen to you if you still make money during and after the impending economic collapse.

  • @cynthiajones4332
    @cynthiajones4332 2 ปีที่แล้ว

    if you die today will you go to heaven? Have you ever lied, stolen, hated, used God's name as a curse word (O-M-G)? According to God's law, you're guilty, your headed for hell, ignorance will not be an excuse... But wait, God loves you, he made a way out for you, God's son Jesus died paying for your sin. God so loved the world that he gave his only son that whoever believes in him will not die but have everlasting life. John 3:16 Please think about your eternal life, believe and repent, Love Y'all

  • @davidheinig9948
    @davidheinig9948 2 ปีที่แล้ว

    Fukkkin billlionaire.

  • @twosatoshis2478
    @twosatoshis2478 2 ปีที่แล้ว

    4% lol in ROI

  • @virgilpalmer2427
    @virgilpalmer2427 2 ปีที่แล้ว

    Dropping interest rates is a last ditch effort to help the rich.. and history has proven that over and over...

  • @sheevamatimbas4300
    @sheevamatimbas4300 2 ปีที่แล้ว +1

    There's no doubt Ray is a genius in his field.
    But I get the feeling he talks a lot but saying nothing.

  • @rmd6483
    @rmd6483 2 ปีที่แล้ว

    He's arrogant and tone deaf. The interviewer is just as accomplished, but much more modest. Never gives actionable advice, cash is trash, we get it.

    • @MrSupernova111
      @MrSupernova111 2 ปีที่แล้ว

      Real investors hold cash - especially multibillion dollar hedge funds. In finance we call it dry power. Imagine a hedge fund with no cash reserves. How the fff are they going to capitalize on market dislocation or growth opportunities?? Take whatever Dalio says with a grain of salt.

  • @ssuwandi3240
    @ssuwandi3240 2 ปีที่แล้ว +1

    Billionaires who love cheap money despite red-handed. What an abs shame

  • @AsAli-xe5fd
    @AsAli-xe5fd 2 ปีที่แล้ว

    HAVE NO DOUBT --- these 2s on the sreen telling 1 thing ONLY = IT WASN'T ME baby ::::)))))))))) smh

  • @fatihcanokumus1447
    @fatihcanokumus1447 2 ปีที่แล้ว

    sounds like bullshit to be frank

  • @mullercloud1291
    @mullercloud1291 2 ปีที่แล้ว

    of the economic fluctuations, I'm so excited I've been earning $70,000 from my $10,000 investment everyday

  • @bahlsdeepe868
    @bahlsdeepe868 2 ปีที่แล้ว +8

    Ray Dalio...This guy had crappy returns at Bridgewater during the biggest bull run in history and has been giving questionable investment advice recently...He is less and less relevant every time he opens his mouth💯😒🤷🤦🏼‍♀️

    • @user-cj9bl4lg9x
      @user-cj9bl4lg9x 2 ปีที่แล้ว +1

      baba was his top 10 stock pick at the beginning of 2021 go figure