Recommended Watch: Ray Dalio | The All-In Interview (youtube.com)
(0:00) Ray Dalio joins Friedberg!
(0:50) The current US fiscal situation
(6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth
(24:54) USD vs other currencies and assets, best hedges against the dollar
(33:20) Portfolio construction, how China increases risk for US AI companies, why this market reminds Ray of 1998-1999
(41:45) How the US can avoid a debt crisis
(53:29) DOGE, Trump, and AI's greatest risk
(1:05:31) Chances of conflict between the US and China

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Referenced in the show:
https://tradingeconomics.com/united-s...
https://www.crfb.org/press-releases/t...
https://www.cbo.gov/publication/61172
https://www.institutionalinvestor.com...
https://fred.stlouisfed.org/series/M2SL
https://www.jpmorgan.com/insights/out...
https://www.forbes.com/sites/robertfa...
https://www.chathamfinancial.com/insi...
https://www.cnbc.com/2025/01/14/a-glo...

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    Francisco Gimeno - BC Analyst Watching the “All-In Interview with Ray Dalio”, make us to exclaim wow—what a masterclass in leadership, economics, and decision-making! He is an amazing communicator. What for many of us sound like complex ideas somehow he transforms them into items which anyone can understand and, this is important, act on them. We know Dalio “principles for success” and he repeats them here, with an emphasis on radical transparency and meritocracy as a game changer, creating cultures where truth and excellence thrive. He also sober us with his analysis of global shifts in geopolitics, economy and finances, the debt cycle (after listening to him ew again ask ourselves if we are or not really prepared for what is ahead), and finally his answer to all these changes, the ability to adapt, embrace change and learn from failure. Adaptability as a survival mechanism. This podcast is not just eye-opening, but also very practical. So, how can we apply his principles, if we agree with him in our own work or even in our normal life? Let’s discuss—drop your insights in the comments!