Gold Is A Very Selective Diversifier

2026-04-28

Debt service is like plaque building up in the arteries — eventually, it starts to squeeze out other spending within the economy.

So what happens when the country is overspending by 40%?

What happens when central banks are forced to print money?

What happens when the “circulatory system” of our credit markets reaches its tipping point?

I address these questions and more in this discussion with David Rubenstein. If you’re interested in learning more, I hope you’ll give my latest book, How Countries Go Broke, a read.

2026-04-06

Over time, wealth has become much bigger than money. Money is just a tool.

What matters is how that tool translates into real outcomes—freedom, resilience, and the ability to make decisions without being forced by circumstance.

That’s how I think about wealth.

2026-03-10

AI shouldn’t be something you just "follow"—it’s a partnership.

The idea that we can make the best possible decisions by just juggling everything in our own heads is becoming obsolete. To really excel today, you need a thought partner. You need a system that can help you process information and logic more effectively than you can alone.

I’ve codified my 50 years of experience into a new tool called Digital Ray to act as your personal thought partner. Try the Digital Ray beta here: digitalray.ai/guest?utm_source=youtube&utm_medium=organic&utm_campaign=digital+ray+beta

2026-02-12

Wealth isn’t worth anything unless it can be converted into money to spend.

And when there’s a lot of wealth relative to the amount of hard money available — like we’re seeing today — bubbles are created.
@nikhil.kamath

2026-01-27

If you want to understand everything you’re hearing about budget deficits and tariffs, you need to understand the big debt cycle.

But if you’d like more context on how all of these pieces come together, I recommend you watch my 45 minute-explainer “Principles for Dealing with the Changing World Order” here:

#principles

2026-01-22

Here are my thoughts from this year’s World Economic Forum. If you’re interested in understanding more about how the world order is changing and what it all means, you can sign up for my newsletter at the link below:

https://economicprinciples.org/subscribe

2025-12-02

This year, I’d encourage you to consider a unique kind of holiday gift — a donation your friends and family can give to the charity of their choice. This kind of gift is far more meaningful, and it’s simple. Anyone can do it.

If you’re interested, check out organizations like TisBest and @donorschooseorg .

I think gifts like these are more in keeping with what the holiday season is really about, so I wanted to pass it along. #redefinegifting #givingtuesday

2025-11-13

One of my principles is that if you’re worried, you don’t need to worry — and if you’re not worried, you need to worry.

That’s because worrying about what can go wrong will protect you and not worrying about what can go wrong will leave you exposed.

I’ve found this to be true in business, and in life.