Category Archive: 9d) Fund and Hedge Funds

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Ray Dalio on Why the U.S. Must Restructure Global Trade Deals

2025-06-17

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We’re entering a period of history where countries must be much more self-sufficient. Not just because of the debt and trade issues — and those imbalances are unsustainable — but also because of security. With today’s geopolitical instability, a country like the U.S. can’t afford to be be dependent on imports from countries like China. As a result, restructuring our trade relationships is critical and necessary. At least, that’s what it looks...

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Tag 17 – Buchempfehlung

2025-06-17

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Tag 16

2025-06-16

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Dalio’s 3% 3 Part Solution to Decrease the Deficit

2025-06-16

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The US is approaching the end of the long-term debt cycle. There are 3 levers we can pull to bring the deficit down to ~3% of GDP and mitigate our debt burdens: 1) reducing spending, 2) increasing taxes, and 3) lowering interest rates. While we need to consider each of these levers, I recently discussed why reducing interest rates will ultimately have the greatest impact on the budget deficit with @the_IMF. You can learn more about my proposed...

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Tag 15 – neues Tabuthema!

2025-06-13

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Tag 14

2025-06-12

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Tag 13

2025-06-11

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The Reason I Studied 500 Years of History

2025-06-10

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What's happening now with money, debt, and credit has never happened before in our lifetime. But it has happened many times in history, which is why I believe studying the past is so important. The same cycles repeat over and over again, and there are important lessons we can learn from those experiences. If we apply that understanding to the issues we face today, we can increase the chances of positive geopolitical and economic outcomes. That’s...

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Tag 12

2025-06-10

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The Mechanics of the Big Cycle

2025-06-09

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If you study the patterns of history, you find interrelated cycles in which global economic and political orders rise and inevitably break down due to specific cause-effect relationships playing out through time. In my research, I’ve found that when you have the combination of the monetary order breaking down — like a debt crisis — and the internal political order breaking down, you have a very serious situation. I believe we are facing one of...

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Tag 11

2025-06-09

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Happy World Ocean Day

2025-06-08

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Happy World Ocean Day and welcome to the OceanXplorer! We're heading to the UN Ocean Conference in France where world leaders, explorers, and scientists are gathering to protect the oceans and better understand them through exploration.  The ocean is our biggest, most important asset, accounting for 72% of the Earth’s surface--so more than twice as much as all continents combined. It is incredibly interesting, valuable, and almost totally...

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Tag 10

2025-06-06

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Your #Money Could be Worth Less Soon

2025-06-06

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Remember that one man’s debts are another man’s assets. That means if you both weaken a currency and produce more of it, the value of that currency decreases. This tradeoff is particularly challenging when a country has a large debt burden, like the U.S. today. In my new book, How Countries Go Broke: The Big Cycle, I outline a plan for how we can navigate this tricky situation. You can find it available to order here: https://bit.ly/3F5OFvN...

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Tag 9

2025-06-05

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How Countries Go Broke: The Big Cycle

2025-06-05

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If I had to pick the most important chapter from my new book, How Countries Go Broke: The Big Cycle, this would be it. In fact, I think it’s so important that I wanted to make sure it was easily accessible for anyone who might be interested. Because once you understand the big cycle and how it works, watching events unfold is like watching a movie that you have seen many times before. That’s because the big cycle is a dynamic that has worked in...

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Tag 8

2025-06-04

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Tag 7

2025-06-03

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My New Book How Countries Go Broke is Available Today

2025-06-03

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Today is the launch day for my new book, How Countries Go Broke: The Big Cycle. I wrote this book because I believe now is a critical time when it comes to the global debt burden. I’ve spent a lot of time over the last 50 years as a global macro investor finding the indicators of debt problems, and I want to pass along what I’ve learned so that policymakers and individuals can try to deal with our current situation well. Through studying...

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Tag 6 – Die besten Immobilien

2025-06-02

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