| People often ask whether China or the West is “winning.” That’s the wrong question. The more useful question is: how do different systems work, and what trade-offs do they make? When you look at history, geopolitics, and economics together, you start to see repeating patterns — and those patterns matter far more than day-to-day noise. |
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The Importance of the Health U.S.-China relations and of Our Oceans
2026-04-11
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.
Dalio Markets Online Principles Program
2026-03-30
If you’re interested in learning about my most important investment and economic principles, I designed a course to help you do just that.
It’s called the Dalio Market Principles Online program — a 30-hour curriculum I designed, in partnership with @Wealth Management Institute (WMI).
You’ll learn about the forces that drive markets and asset returns, economic and currency cycles, paradigm shifts, and more. Better yet, you’ll get to test your own thinking in our portfolio simulator so you can learn from your mistakes and be better prepared for the future.
I hope you’ll check it out, if you’re interested here: https://wmi.edu.sg/dmp-online/?utm_source=raydalio_youtube&utm_medium=social_profile&utm_campaign=dmp_program_alwayson&utm_content=channel_banner_link
You Can’t Control the World, But You Can Influence It
2026-03-25
One of the most important lessons I’ve learned is to distinguish between what you can control and what you can’t.
You’ll lead a much happier life if you’re able to focus your energy on the things you can influence — like how you treat others — and also learn how to adapt well to everything else.
I’ve found that this perspective has provided me with a lot of equanimity.
Ray Dalio on the AI Bubble
2026-03-19
When new technologies emerge, people often assume the winning technology automatically means winning investments. History shows us that’s rarely the case.
Most companies disappear as competition sorts out the winners and losers, but the underlying technology will endure and continue transforming the world.
So are we in an AI bubble? Yes. But that has nothing to do with the lasting power of this innovation. @allin #ai #bubble #raydalio
Investing During a Changing World Order
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Last week, I shared a chapter from my 2021 book Principles for Dealing with the Changing World Order that details the classic signs to watch for as the world geopolitical order breaks down in a classic progression of events that I call the "Big Cycle." By knowing what this classic process looks like and then comparing it with what is happening, one can better understand what is happening and what might happen. The article was very popular, getting more than 75 million views, and a number of people asked what it all meant for investing.
Because so many people asked, I am now passing along to you the book’s next chapter, "Investing in Light of the Big Cycle." I think that it gives a good perspective on investing at this time. You can read the full chapter here:
Ray Dalio’s Point of View on Wealth Taxes
2026-01-28
The income and wealth gap in the US are the highest they’ve been in almost 100 years. It’s something that need to be addressed before it creates even more extreme internal conflicts.
However, I worry about the practical impacts of wealth taxes on the economic system. And that’s because there’s a difference between wealth and money.
It’s all about the mechanics. Bubbles burst when there’s a need for money to generate cash flow. Wealth taxes would create a situation where people who are wealthy on paper need to sell assets to cover their liabilities. And that can quickly create a dynamic that leads to a broader issue.
It’s something to watch in the coming years.
#wealthtaxes #wef26
The Importance of Having a Reserve Currency
2025-12-08
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 “The Changing World Order” on my YouTube channel to understand how, and what it means for all of us.
#principles #raydalio
Easy Money Seems like Cure All— Until It’s Not
2025-12-03
Easy money is a cure all, until it’s not. It’s hard to know when you have to put on the brakes and when things might pop.
Today, the stock market is at its peak, gold is through the roof, and the wealth gap continues to increase. And in terms of what comes next, it looks like we’re going to see a significant easing of monetary policy along with less regulation.
I recently sat down with CNBC’s Andrew Ross Sorkin to discuss all of this and more. You can find the full video at the link in the comments.
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