Dalio Markets Online Principles Program

2026-03-24

After studying over 500 years of history, I’ve found there are really only three things you need to do to build a healthy society.

First, educate your young people well—not just to be capable, but to be civil. If you have capable, civil people in a productive society, that’s a big part of the battle. Second, the finances must be sound: earn more than you spend and have more assets than liabilities. And third, don’t get into a war—internally or externally.

If you can do those three things, you can have a prosperous, self-reinforcing society. #principles #us #society

2026-03-12

I’m at a stage in my life in which I want to pass along the investment and economic principles I’ve learned. That’s why I created the Dalio Market Principles Online program, in partnership with @wealthmanagementinstitute .

This online program is a collaborative experience. In it, you will be part of a community dedicated to understanding the patterns of history and applying market principles to them. And you’ll be able to stress test your thinking across different environments and time periods all while learning my fundamental principles about how the markets work and having a chance to come up with your own principles.

I believe that the times ahead will be radically different from those we have experienced in our lifetimes, though similar to many times in history. This program will

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

2025-12-05

I’m proud and pleased that Harvey Schwartz, the remarkably successful CEO of @OneCarlyle is talking openly about mental illness in his family because mental illness is pervasive (it’s estimated that 22% of the U.S. population experiences some form of it), is badly misunderstood, and should be addressed openly, like heart disease and cancer are. Here is a brief clip from Harvey’s recent interview with Wilfred Frost on the @TheMasterInvestorPodcast . Like Harvey, I had direct contact with mental illness in my family, which led my son Paul to create an award-winning movie, Touched with Fire, that is about creativity and bipolar disorder. It has had a great beneficial impact, so I’m proud of him, too. Sharing openly like this saves lives and creates progress in dealing with mental illness.

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.

2025-10-06

I want to explain in a nutshell why the US debt situation is at a very dangerous inflection point.

Put simply, the US is now spending 40% more than we’re taking in. This accumulation of debt service payments has spiraled over decades and is starting to squeeze away buying power.

And if you run the numbers, there’s an imbalance between how much debt has to be sold, who the buyers are, and the likelihood of it all being bought.

Together, these two influences are why I worry about suffering an economic heart attack in the near future.