Widely regarded as one of the greatest macro investors of all time, Ray Dalio recently provided a summary of his new book – How Countries Go Broke: The Big Cycle. A book that distills the strategies he’s used for decades to navigate major debt crises—at a moment when he sees … Read More
Ray Dalio: A Recession Is A Close Call, And It’s Probable
The markets have been on a wild ride lately, and Ray Dalio isn’t surprised. In a recent interview with Bloomberg, he pointed out that everyone’s freaking out about tariffs, but they’re missing the bigger picture: the whole global financial system is looking shaky. “We have imbalances—a lot of debt and … Read More
Jeremy Grantham: System-Wide Financial Pain Ahead
In this interview with Rosenberg, Jeremy Grantham discusses the severe financial risks stemming from unprecedented debt levels and rising interest rates. He highlights $600 billion in unrealized banking losses and trillions of dollars in system-wide pain, with more likely to come. Grantham warns that devaluing multiple asset classes, such as … Read More