An Update on Ray Dalio’s Views of The Five Big Forces Shaping 2024

Published on April 11, 2024

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Earlier this year I sat down with Jim Haskell, editor of the Bridgewater Daily Observations, and published an article where I described my five big forces framework and how these forces will shape 2024 and the years to come (link below).

Considering all that's happened in just the last three months in #markets, #economies, and certainly on the #geopolitical front, Jim and I sat down again to discuss my latest thinking on these dynamics, which I'm sharing here. I hit each of the five big forces, elaborate on where we stand with each, and also discuss how these forces connect with each other.

In this recording, you’ll hear me discuss the #debt, #money, and #economic force—including my thoughts on the potential for Fed easing when #inflation remains above target, as well as portfolio considerations in today’s environment. I also discuss the internal order force—that’s the second force—with an emphasis on the 2024 US #presidential #election. Hit on the external world order force, including rising geopolitical #conflicts, and my read on what’s happening in #China. I talk about the force of #nature, notably #climatechange, and its economic consequences. And lastly, about the force of human inventiveness, including the potential for #AI to bring radical change in the coming years.

I hope you find this helpful, looking forward to your thoughts and questions in the comments.
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Ray Dalio on the Big Forces Shaping Global Conditions: https://www.bridgewater.com/research-and-insights/ray-dalio-on-the-big-forces-shaping-global-conditions
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About Ray Dalio

Raymond Thomas Dalio is an American billionaire hedge fund manager and philanthropist who has served as co-chief investment officer of Bridgewater Associates since 1985. He founded Bridgewater in 1975 in New York. Within ten years, it was infused with a US$5 million investment from the World Bank's retirement fund.

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