AI Will Impact Every Industry

2026-01-26

It’s now happening. The existing fiat monetary order, the domestic political order, and the international geopolitical order are all breaking down, so we are at the brink of wars. It all is happening because of the Big Cycle that is driven by the five big forces I’ve described repeatedly and laid out in detail in my book and Youtube video titled Principles for Dealing with The Changing World Order.

2026-01-22

The changing monetary order and the changing geopolitical order clearly came together at Davos and especially at the moment of President Trump’s speech. President Trump’s threats to impose trade war punishments and to use military war were red lines for European leaders that would have led them to respond with capital war actions on purchases of US assets, especially debt assets, and trade war tariff retaliation. President Trump’s speech was a stepping back from crossing that red line.

#WEF26 #raydalio

2026-01-16

I think it’s safe to say that 2025 was a very interesting year. And I think I see it very differently than most.

You probably saw a lot of headlines about AI and tech stocks. While that was a big story, I don’t think it was the most important thing.

The big story in the investment world was the depreciation of the value of fiat money and how that impacted the price of gold.

That’s how 2025 looked through my eyes, at least. I’m curious to hear if you see things the same way.

You can find my article “2025” on LinkedIn and X.

2026-01-06

Some businesses run like autocracies, and some run like democracies. In my experience, neither approach is particularly effective.

That’s because autocratic leaders think they have all the answers, but in reality don’t know enough. And democratic leaders who crowdsource decision-making will filter in a lot of bad ideas.

That dilemma led to me creating an idea meritocracy at Bridgewater, where we used analytics to better understand where people were weak or strong. That way, we knew whose opinion was most likely to be correct in any context.

2025-12-01

In 1979, I was so broke that I had to borrow $4,000 from my Dad to help take care of my family.

I had calculated that American banks had lent much more money to foreign countries than they would be able to pay back, and anticipated an imminent debt crisis.

But I couldn’t have been more wrong. I didn’t fully understand the impacts of quantitative easing, and so I lost money for myself and I lost money for my clients.

Looking back, it was the most painful experience I could imagine — but it was also the best thing that ever happened to me, because it taught me humility.

2025-11-07

My perspective on how #expectations impact #happiness.

2025-11-05

As an investor, you don’t want to concentrate your bets — you want diversification, so you’re protected in different economic environments. That’s why alternative assets like gold are so valuable in balancing your portfolio. @TheProfGPod