korrents
Ray Dalio

What Ray Dalio thinks about interest rates

@ray-dalio · 21 positions · On ppll ↗

Founder of Bridgewater Associates, which he led from 1975 until stepping back from control in 2022. Author of Principles, The Changing World Order and How Countries Go Broke; publishes economic analysis at economicprinciples.org.

Ray Dalio did not write this page.

We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.

Filter interest rates · Newest first
Topic
All 21investing 4government 3humility 3public debt 3curiosity 2interest rates 2AI and science 1courage 1democracy 1
4 more topics
documentation 1education 1market efficiency 1world models 1
Sort
NewestOldest

Only Ray Dalio on interest rates. See everyone on interest rates

2 dated positions, 2026, in their own words. Our reading of what Ray Dalio has said — not written or endorsed by them.

2 positions so far — this page is not yet offered to search engines.

  1. Our readingA government's debt dynamics are a household's or a company's, except that it can print money and tax -- and those two powers are what change the ending.

    government

    Their wordsThe debt dynamics work the same for a central government as they do for a person or a company, except that a central government has a central bank that can print money (which devalues it) and it can take money away from people via taxes.

    ↗How Countries Go Broke: The Dynamic Behind What is Happening Nowraydalio.substack.com

  3. Our readingThe late stage of the Big Debt Cycle shows itself as long rates leading rates up, the currency falling against gold, and the treasury shortening maturities.

    government

    Their wordsEarly in the final stage of the Big Debt Cycle, the market action reflects this dynamic via interest rates rising led by long-term rates, the currency declining especially relative to gold, and the central government’s treasury department shortening the maturities of its debt offerings because of a shortage of the demand for long-term debt.

    ↗How Countries Go Broke: The Dynamic Behind What is Happening Nowraydalio.substack.com