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Ray Dalio

What Ray Dalio thinks about investing

@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.

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Only Ray Dalio on investing. See everyone on investing

4 dated positions, 2022 to 2026, in their own words. Our reading of what Ray Dalio has said — not written or endorsed by them.

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

  1. Our readingA government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement.

    government

    Their wordsBecause one can measure these things, one can monitor this debt dynamic happening, so it’s easy to see problems approaching. I’ve used this diagnostic process in my investing and I’ve kept it to myself, but I’m now explaining it in detail in How Countries Go Broke: The Big Cycle because it is too important to keep to myself.

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

  2. 2 months earlier

  3. Our readingEven the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little.

    Their wordsI know through my experiences that even the most advanced artificial intelligences don’t have adequate enough insights to allow one to blindly follow them and that unique human understanding and insights are still invaluable, and that that is especially true in investing where value-added is a zero-sum game (so that, when it comes to adding value, what is widely known is of little value.)

    ↗Principled Thinking and AI Need to Go Togetherraydalio.substack.com

  4. 4 months earlier

  5. Our readingAn investor's starting point should be the portfolio that is best to hold independent of any tactical market view

    Their wordsI think everyone’s starting point for investing should be to know and be in the portfolio that is best to have, independent of any tactical views of the markets.

    ↗Gold is the Safest Moneyraydalio.substack.com

  6. 3 years earlier

  7. Our readingRisk can be reduced without reducing returns by structuring bets in a more diversified way.

    Their wordsI learned how to balance risks better right so I learned that if um how I could reduce my risks without reducing my returns by being able to literally structure my bets in a more Diversified way

    ↗Ray Dalio: Principles for a Life Well Lived | Knowledge Project Podcast Archiveyoutube.com 4th of 12 in this recording