Ray Dalio
speaker
737 appearances
1 recordings
1 series
first heard Jul 2026
last heard 17 Jul
Ray Dalio’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
that it won't be good for the next, I couldn't tell you whether it's going to be three years or 10 years, but it won't be a good investment.
But it won't tell you timing.
Timing, you need the prick in the bubble.
Okay, so what causes it to prick the bubble?
So if you've got a bubble and then you see, okay, here are the things that prick the bubble, then you've got a good combination of things to do your market timing because the timing is going to be on the pricking of the bubble.
The pricking the bubble typically is the creating the need for the cash, converting that wealth into cash for one reason or another.
Quite often, the most typical thing is tightening monetary policy, okay?
So what you have typically is that when...
stocks go up and bonds go down, then what you have is the future expected return of equities becomes low relative to interest rates.
And when interest rates go up, let's say a tightening of monetary policy, you know, that's a classic dynamic.
Other things like wealth taxes could do it.
So in other words, for example, if you say you're going to have to pay a wealth tax, then whoever has the wealth is going to have to sell some more...
sell some of the wealth to get the money in order to be able to pay.
So looking out for those things in terms of the timing is my machine.
Take that for whatever it's worth.
I don't want people to trade on this and so on.
But I'm just trying to answer the question that there are mechanics, okay?
Everything that happens has causes that make it happen.
And if you understand the mechanics of the cause-effect relationships, you can see all this and understand it that way.
It became the biggest hedge fund because we the most consistently made excellent returns with minimal risk.
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