MI186: Ray Dalio's Long-Term Debt Cycle (Mini-Episode)
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 25 June 2022
⏱️ 17 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.8 | Hey everyone, welcome to the millennial investing podcast. |
| 0:06.0 | I'm your host, Clay Fink, and today is another release of our many episode series we've |
| 0:11.2 | sent out to you all every Saturday. |
| 0:13.7 | This is the episode where it is just me diving into a specific topic to help you become a better |
| 0:18.7 | investor. |
| 0:19.5 | With that, let's dive right in. You're listening to |
| 0:23.0 | Millennial Investing by the Investors Podcast Network, where your hosts, Robert Leonard and Play Fink, |
| 0:29.1 | interview successful entrepreneurs, business leaders and investors to help educate and inspire |
| 0:34.6 | the millennial generation. |
| 0:47.6 | During this episode, I'm going to try to summarize some of the things I've learned from Ray Dalio's thesis on the long-term debt cycle and what in the world someone can do with |
| 0:53.6 | their investment portfoliosios given some of this |
| 0:55.7 | valuable information that Ray and many other great investors have contributed. For those who aren't |
| 1:01.5 | familiar, Ray Dalio runs the largest hedge fund in the world with 140 billion in assets under |
| 1:08.3 | management, and Ray Dalio himself is worth over $20 billion today. |
| 1:13.5 | As many of you are already aware, TIP was founded on studying Warren Buffett's value investing |
| 1:19.4 | principles, but as voracious readers and students of everything the investment world touches, |
| 1:25.5 | Preston and Stake ended up discovering all of the great |
| 1:28.0 | work that Ray Dalio did. Ray looks at the big macro picture, which is nothing like Warren Buffett's |
| 1:34.2 | approach to investing, which doesn't really look at what's going on in the macro landscape at all. |
| 1:39.8 | To get an introduction to Dalio's work, he put out this brilliant video on YouTube called |
| 1:45.7 | How the Economic Machine Works. |
... |
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