Category Archive: 9d) Fund and Hedge Funds

The Truth About My AI Twin

AI isn’t about replacing humans. It’s about compounding what we know and making it accessible at scale. Over time, I’ve learned that the most valuable thing I can do is capture and refine my principles on life, work, geopolitics, and investing. Now, with my AI Twin, I’m able to extend that thinking into a public resource, available beyond my own time limitations. Digital Ray is in beta — if you’re interested, I invite you to engage with it and...

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What’s Happening With Money Now Has Happened Before

Watching the news today feels a lot like watching a movie I’ve seen many times before. In 1971, I witnessed a major currency devaluation that I thought would be a disaster—but the markets actually went up. It was a lesson I only learned by looking back at 1933. When you study the historical "scripts," the current plot becomes much clearer.

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The Plaque In Our Economy Debt

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...

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AI Has Changed What I’m Looking For

AI has changed what I—and I think most people—are looking for in candidates today. It’s not about blindly using AI and following what it says; it’s about being an independent, creative, and critical thinker who knows how to partner well with AI to bring about the best total intelligence. I explore this topic and more in the new AI-powered Masterclass Executive online program, which I’ve joined as an instructor. The program is starting soon, and if...

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Mistakes and failures matter more than success

If you’re not making many mistakes, you must not be learning much. Mistakes and failures are ultimately more valuable to you than successes because they provide the best learning. I detailed some of my biggest mistakes—and what I learned from them—as part of the new MasterClass Executive program. At this stage in my life, I believe the most important thing I can do is to pass along everything I’ve learned to others, hoping that they find value in...

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Happy Earth Day!

Don’t ignore #nature, immerse yourself in it today. #earthday #earthday2026

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What You’re Missing about the World War

History shows us that these conflicts don’t happen independently. They emerge as interconnected parts of a larger pattern — a Big Cycle involving power, economics, and shifting world orders. To understand what’s happening and the implications of the Iran war, you have to see the whole system instead of looking at just one event. I break this down in my latest article, “The Big Thing: We Are in a World War That Isn’t Going to End Anytime Soon,”...

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Wenn Sie Investor sind, schauen Sie dieses Video! – Quartalsrückblick 2026

Nutzen Sie kostenlos den Markt Kompass 👉 https://kasona.ai/compass Quartalsrückblick Q1 2026 Dr. Markus Elsässer, Investor und Gründer der Value Fonds „ME Fonds - Special Values“ - WKN: 663307 „ME Fonds - PERGAMON“ - WKN: 593117 https://www.elsaessermarkus.de/ Disclaimer: Dies dient zur allgemeinen Information und ist keine Empfehlung zum Kauf oder Verkauf bestimmter Finanzprodukte und somit keine konkrete Anlageberatung.

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My Advice for 2026 College Graduates

My advice to #graduates of 2026. #raydalio #principles #graduation #graduationday #advice #motivation #lifeadvice #2026

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The Principles for Dealing with the Changing World Order – 5 Minute Version

Most people look at wars as isolated events. I look at them as part of a Big Cycle that has repeated many times, so for me watching what is happening is like watching a movie I've seen many times before. What we’re seeing now with Iran and the battle of the Strait of Hormuz is part of that cycle and is connected to and will have big implications for what happens all over the world. I explore these issues with those who run governments,...

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Money is Debt, Debt is Money

Money is debt, and debt is money. It confuses a lot of people when I say that, but the mechanics are fairly straightforward. A debt instrument is just a promise to deliver money in the future. What that money is worth determines the value of what you’re holding. That’s why currency valuation is so critical, and why I think people need to pay more attention to it when thinking about the broader economy. @nikhil.kamath

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The Importance of the Health U.S.-China relations and of Our Oceans

There are few things that are more important for the health of the world than the health of U.S.-China relations and the health of our oceans. For over 40 years, I have cared deeply about both, so for me this goodwill mission @OceanX just completed bringing together American and Chinese students and early-career scientists has been a dream come true.

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Principles x Masterclass Executive

At this stage in my life, my main goal is to pass along the principles that I have learned that have helped me. Those principles are especially valuable now because the times we are in are so risky. I’m sharing these principles in a bunch of ways—from writing my books and articles to sharing them on social media—and am excited to be joining the new @masterclass Executive program along with other great instructors. Recording the class was a real...

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Money As We Know It Is In Trouble

Throughout history, all fiat currencies eventually face the same pressures. When debt grows faster than income and money needs to be created to fill the gap, the value of that money changes. This isn’t a prediction—it’s a pattern that has repeated many times. Understanding how these systems work helps you think more clearly about what comes next.

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I’m at a stage where I am passing along what I’ve learned.

There’s a stage in life where you compete and build, and a stage where you pass along what you’ve learned – I am firmly in the latter. I sat down with @DavidRubenstein to discuss how writing has truly helped to decode and refine my decision-making, and how this practice has inspired me to spread the knowledge I’ve amassed over the last 50 years. I hope these principles help you build your own game plan for the future.

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My Honest Thoughts on United States’ Debt

When you’ve been in the markets for as long as I have, you tend to become a hyperrealist. I’m not idealistic so I don’t get demoralized by things that happen. Instead, I view everything as a learning experience. Things that happen are interesting and informative and can tell you a lot about the various systems at play. That’s my view in general, and it’s also how I feel about the decisions that continue to raise the US debt.

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Wealth vs. Money

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.

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So Arbeitet ein Millionen Investor! Versteckte Rendite Maschinen aus Stockholm?

Alles Infos hier 👉 https://www.kasona.ai/watchlists/serial-acquirer Dr. Markus Elsässer nimmt Sie mit nach Stockholm und zeigt, wie unabhängige Investoren durch Primär-Research und Gespräche mit CEOs bessere Urteile bilden. Im Fokus: Serial Acquirers, langfristige Kapitalallokation, Value Investing, Research mit KI und die Suche nach Wahrheit statt Schlagzeilen. Zum Schluss gibt es eine kurze Vorstellung der Kasona Wealth Intelligence Watchlist...

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The Importance of Having a Reserve Currency

When an empire runs out of its own money, it is able to increase the supply of money. However, printing more money causes borrowing to increase creating a financial bubble. I urge you to watch “Principles for Dealing with the Changing World Order” on my YouTube channel in the comments below to understand how, and what it means for all of us.

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Advice I Would Give My Younger Self

If I could give my younger self one piece of advice, it would be this: Your capacity to learn is far greater than your current knowledge. Many people let the need to be "smart" get in the way of open-mindedness. But if you can view life as an adventure and approach disagreement with curiosity instead of anger, you'll find yourself evolving to higher and higher levels. #principles #raydalio #advice #20s #30s

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