Ray Dalio on Falling Interest Rates and Rising Powers
What happens when increasing debt, expanding wealth gaps, and the rise of a great power combine to challenge the existing hegemony? We...
Peak Suburban House Prices?
Home Price Changes, U.S. Cities, 2000-2020 click for interactive graphic Source: Visual Capitalist I am a sucker for any...
10 Tuesday AM Reads
My Two-for-Tuesday morning train WFH reads: • People Fear a Market Crash More Than They Have in Years Stocks could well rise despite...
Why Most SPACs Suck
Mediocre SPAC Returns Shouldn’t Be a Surprise The latest Wall Street craze puts Sturgeon’s Law to the test. Bloomberg,...
10 Monday AM Reads
My back to work morning train WFH reads: • ‘Our Recent Performance Sucks.’ Here’s Your $10 Billion Back. A value investor who...
Our Election Bet
Josh and I have a chat about our 2020 election bet – who will win, what will happen afterwards.
Transcript: Ray Dalio
The transcript from this week’s, MiB: Ray Dalio, Bridgewater Associates, is below. You can stream and download our full...
10 Sunday Reads
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • How Trump Sealed the GOP’s Suicide: It...
A Broken Census Can Break Democracy
A Broken Census Can Break Democracy The census is best known for determining how we the people are represented. But it also quietly...
MiB: Ray Dalio, Bridgewater Associates
This week, we speak with Ray Dalio, founder and Chairman of Bridgewater Associates, the world’s largest hedge fund. Dalio is known for...