Ray Dalio: Markets Tend To Equalize Opportunities Across All Bets

Johnny HopkinsInvestment Insights, Ray DalioLeave a Comment

During this interview with William Green, Ray Dalio discusses the challenges of succeeding in financial markets, describing them as highly competitive and akin to a zero-sum game, where one participant’s gain is another’s loss. He highlights the complexity and resources required, noting Bridgewater’s extensive research and large team. Dalio stresses … Read More

Weekly Investing Roundup – News, Podcasts, Interviews (12/13/2024)

Johnny Hopkinsinvesting insightsLeave a Comment

This week’s best investing news: Ray Dalio’s Guide to All-Weather Investing in Uncertain Times (Investopedia) Bill Ackman: Stepping into the most pro-growth, pro-business administration in my adult lifetime (CNBC) The Humble Investor (Verdad) Mohnish Pabrai’s Presentation and Q&A at Boston College and Harvard Business School (MP) Large Cap or Value? … Read More

Howard Marks: When Investors Are Practicing Suspension Of Disbelief, It’s Dangerous

Johnny HopkinsFinance and InvestingLeave a Comment

During this interview with Real Vision, Howard Marks discusses the risks of excessive optimism in financial markets, emphasizing how imprudent behavior drives prices too high based on overly favorable expectations, creating a risky environment. He recounts the distressed debt opportunities in 2002 following the telecom meltdown and scandals, which presented … Read More