Bridgewater's Ray Dalio: Both Trump and Biden are 'threatening' for the markets
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- čas přidán 15. 01. 2024
- Bridgewater Associates founder Ray Dalio joins 'Squawk Box' to discuss today's geopolitical landscape, impact on the global economy, market global risks, 2024 election, U.S.-China relations, and more.
I'm considering a review of my $600K portfolio allocations, particularly in light of the pause in interest rate hikes. I'm diversifying into tech stocks and renewable energy. They seem promising but i'm not so sure
It's crucial to have a well-thought-out strategy and not make impulsive moves based on short-term market fluctuations. Patience and a long-term perspective are key. You should consider a market expert to guide you.
True, the market can be unpredictable. How can I reach this adviser of yours? because I'm seeking for a more effective investment approach on my portfolio.
I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advis0r? I'll be happy to use some help.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
Please let Ray Dalio elaborate and finish his points! He is one of the few who provides in depth explanations, thoughts, and answers
I’m trying to remember the last time I saw Ray optimistic about anything.
Well have you looked out of the window? Not so pretty out there nowadays...
I believe Ray because 1/ like the other guy/girl said, it doesn’t look very pretty outside, 2/ Ray is at the point of his life where deception for returns means quite little, and the returns from giving back gives him more fulfilment, 3/ He has experienced deep loss in his life, specifically lost his son in a car accident, so there is a character shift in such tragedy that can make people more noble and more appreciative in what they have and therefore, more truthful in their words.
Not to say that he’s 100% ethical or caring for the our society (does anyone?) but like he said, “I worry more about the bad things because the good things will take care of themselves”
are you stupid? 5% GDP we hit, no recession despite inverted yield curve, CPI went from 9.5 to 2.9 (6 month annualized rate). Employment is insanely strong. like near 50 year high strong. Look out the other window brother.@@cryptopfeifi1655
He has been consistently optimistic about China. Even embedded his support on dictator in this interview
@@rudyr4163 Kind of makes one wonder how much he lost over there
I started investing because I liked the extra money from stock dividends. The key, in my opinion, is to make enough money through both investing and dividends, so you can live off the dividends without selling anything. This way, you might pass on this financial advantage to your kids. I've put more than $600K into dividend stocks over the years, and I'm still buying more, planning to keep going until prices drop more.
Hearing from an experienced investor who has survived the crisis and prospered is always comforting. It could be worrisome when your portfolio goes from green to red, but if you have invested in strong firms, you should just keep growing them and stick to your goal.
I wholeheartedly concur, which is why I appreciate giving an investment coach the power of decision-making. Given their specialised expertise and education, as well as the fact that each and every one of their skills is centred on harnessing risk for its asymmetrical potential and controlling it as a buffer against certain unfavorable developments, it is practically impossible for them to underperform. I have made over 1.5 million dollars working with an investment coach for more than two years.
Fantastic! That sounds wonderful. How can I get in touch with your financial supervisor?
a highly respected figure in her field. I suggest delving deeper into her credentials,Aileen Gertrude Tippy ’ as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
Let the man talk! You have 24 hours to fill and yet the over-caffeinated interviewer couldn't wait to interrupt him constantly and clearly wasn't listening to a word he was saying. This is why people are increasingly turning to podcasts.
thank you! glad somebody besides me said this. terrible journalism.
he had a time-window. he was going on long story tangents.
Every interview he has with Dalio it goes this way. I know Ray goes a bit on a tangent sometimes. But he is a genius and we want to listen to him talk.
@@corvinlord exactly. Thank you!
@@corvinlord i like him too and read his stuff. This was not a podcast
I can't predict the future & I'm terrible in timing the market. So I just buy great companies at reasonable prices and hold them for the long term. If the market drops, all the better, I'll just add more to my positions in great companies. I sleep well at night regardless of what the fund managers or the markets are doing. Before the latest drop in the market was down to $95K now up to about $200K
It's really hard to beat the market as a mere investor. It's just better if you invest with the help of a professional understands the market dynamics better.
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one
'Vivian Carol Gioia' is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
Nobody know wtf Dalio is telling us to do.
He's informing you not telling you.
Invest with his fund, obviously.
he was a boy, she was a girl. can I make it anymore obvious?
hes telling you to make up your own mind of what to do.
With all of the current events, what is the best approach to profit from the present market? I'm still debating diversifying my $400k stock portfolio to obtain some profits while minimizing risk.
Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. which may reduce your dividend gains or income, also speaking to a certified market strategist can help with pointers
Agreed. It's always wise to be proactive and consider diversifying our investments to manage risks in uncertain economic times. I delegate my day-to-day investing to an advisor ever since suffering a major steep-down late 2019, amid rona-outbreak, and as of today, I'm semi-retired with barely 25% short of my $1m retirement goal after subsequent investments
my partner’s been considering going the same route, could you share more info please on the advisor that guided you to such impressive gains
*Kaitlin Rose Sternberg* ….you're most likely going to find her basic info on the internet, she's firmly established and well qualified.
Depends of the time frame that you’re give yourself! I would concentrate in index product, not necessarily on index MF! Something with guarantee!!!
The most certain thing is the adult industry booming in Davos when this conference happens...
Right. Sounds like something that may very well be true
The issue with this type of interview I think is it actually requires a long form content to discuss such topics. I feel the host are forced or rushed into keep asking a different question rather than allowing for a meaningful discussion.
Dalio needs a whole day segment to organize his rambling into semi-coherent thoughts that need to be read like tea leaves...basically everything he say can be distilled to "invest in China" and "China is the future".
We live in challenging times if you follow the news, fin-mkts have become more volatile and government are ever more regulatory. I'm mostly in cash about $250k liquid, but considering stock market indexes at an all time high, do I buy stocks now, or contribute only to my 401k?
invest in 401k, it never goes down they always say, yet the 2020 pandemic showed an obvious lesson the need for financial advisory
Money advice is subjective, what works for you may not work for me, but it's ideal to have a plan. Personally, I'm lucky delegating my excesses to an advisor ever since covid-19 outbreak, and as of today, I'm just about 25% short of $1m after subsequent investments.
massive win! mind sharing advisor info please? my goals for 2024 is to invest 20% of my earnings into dividend paying stocks and add at least one extra stream of income to help me catch up on the years I wasted not saving and investing
Nicole Desiree Simon is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment.
Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks.
I recomend The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend. It was quite an eye-opener. Dalio is a horrible monster
Oh look, it's Ray Dalio again who predicted 17 of the last 3 crashes and knows that either way doom is upon us.
😂😂😂😂🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣
Hunger is not a sign that it is God who is dealing with you. Scripture also said " a little sleep, a little slumber, a little folding of the arms so shall poverty come upon you like a Bandit. That is why we need knowledge of saving and investment. It is advisable not to eat our tomorrow and the future of our children today...
Invest with what you can afford, stay in the game, persist and eventually you will reach a satisfying level of proficiency, Mrs Nancy told me that..
Though I started with as low as $15000 actually because it was My first time and it was successful, she's a great personality in the state.
We humans are ignorant of profitability in digital investments and that has been the major issues limiting our growth
I would really appreciate your helps on her contact details, few of my friends have given lots of recommendations towards her, please🙏..
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人人人人" copy "it this way, "CZcams is frustrating
Ray Dalion in: " How to talk without saying anything "
As an individual investor I can never use what Dalio say and take action. What is a diversified portfolio for a young retiree?
The answer is: We are in the end cycle of our money and you should diversify, as no one of us exactly knows what the future will bring. Therefore you need stocks, you need precious metals - especially gold and you can also buy cryptos, especially Bitcoin (up to 3 %) ... and never forget to invest into yourself ... and to have good connections with people you like & love.
I read somewhere that his fund performance was 3% per annum ( out of which you pay 2% management fee ) :)
Where did you see that, or which one? I saw a number closer to 7.5% over the last 30 years when i googled it and that was on a portfolio holding 55% bonds.
Reporter: how's work been Ray?
Ray Dalio: (every youtube video😂)......
"There are 3 to 5 different circles, in my life time and in 4 different life times"
"Iv studied history 2000 years ago and what iv learned in history is..."
"There's the debt circle and the printing of money"
I love Ray, huge inspiration and love his book.
The market is overpriced and the country is really screwed. Sounds fairly spot on.
Give me an example?
@@cliftonmobile123 i just picked one out of the blue AMD with a current or of 1,155 with a forward pe of 55 which is still risky/ overpriced.
Credit cards were at a all time high as of last week, along with total household debt. The country has hit 34 trillion in debt and adding at an alarming pace of adding a trillion dollars per quarter. Geo political risks are extremely high. Inflation hasn’t been tamed, we’re are seeing it rise as we speak. The labor market is a faux indicator now as every month the numbers are revised lower with most jobs were government added jobs. The dollar has fallen which is a false reflection that the market is still doing okay, it isn’t. It appears you don’t want to believe in the correction that’s only beginning to take place? Yes, the market is overvalued, but there’s still some value in energy and in commodities like in copper and coal. I just now saw Nvidia is still around a 72 pe which is still too rich for my blood, so just keep buying them and somebody will eventually pick up the pieces. I’m only observing at this moment.
@@bps7209 we're all entitled to our our own opinion just because you think that doesn't make it true 🤷🏽♂️ SORRY
And stop sending me messages I don't talk to people like you 😏
@@cliftonmobile123 sending messages? Why would you possibly say that? Makes no sense. And yes we are entitled to our opinions especially when we are right. Get out there and buy, buy, buy. Good luck with that.
Sir! Balance and Neutral is the play! R. D. You did it again. Great. Show! I know now what I 'm doing. Many. Thanks!🎈
Ray has never had an upbeat take on anything
He is upbeat on the world changing order is coming.
He is constantly depressed because his China-centric strategy is collapsing in front of him and he has nothing else to hold on to. Ask him about the unlikely prospects of a Chinese dominated world in the 2050s or decades from now and his eyes will glow with hope and happiness 😂
@@borikero1😂 I hope the whit house has the same thought as yours
Building wealth from nothing involves consistent saving, disciplined spending, and strategic investments. Begin by creating a budget to track expenses and identify areas for savings. Prioritize paying off high-interest debt and establishing an emergency fund. As you build a foundation, start investing in low-cost options like index funds, and focus on continuous learning and improving your skills for better income opportunities.
Impressive insights! For beginners like me, managing and staying updated can be overwhelming. Are you an experienced investor or do you have a strategic approach for staying informed?
They kept havin to cut him off but I was more Interested in his speech. It felt authentic and I thik thats a feeling all us Americans miss
They’re not interested in his answers. They want simple, snappy answers to very complex questions. 😮
I have never seen Dalio so worried. I think he is concerned about the US role as an empire.
Of course he is. Have you read The Changing World Order?
The focus needs to be on the fed and inflation not the presidents. It’s a known fact it doesn’t matter who the president is they will increase deficits.
The control is with the fed who is supposed to be unbiased. The problem is that when the presidents make their budgets, the fed asks “how many trillions more would you line us to print?. We are at your service.”
If Trump wins, the Fed goes away.
They should let Ray speak more. He makes sense and goes beyond, like a human, instead of talking like a machine
Let the man talk, da&m it!
Bring your lunch, water bottle, coffee and own toilet before sitting to listen to Ray's answer! 😅
I can't stand this interviewer. So impatient and rude. Let it flow man!
Is it me or are they rushing him? Why won’t they let him complete his thought.
None of the Presidential Candidates have the courage to slash and consolidate expenses
It's out of their hands for 2 reasons-Congress and the fact that entitlements are 50% of the budget. Add in defense at 11% and there's 39% that can be tinkered with. Not much in the big picture
RFK Jr outlines this as his main goal.
I heard a rumor Channy might run!?! She'd have my vote!! 💯
Who?
Wtf where is the full interview come on man
It is an interesting framework Dalio uses. I have read his book "The Changing World Order". What I do not understand is how he quantifies all the information included in his modeling of the five forces he mentions. There must be a lot of judgements.
I wish they let him finish talking about what’s been priced in to US market
Have a lot of respect for Ray Dalio's market opinion.
This genius corrected predicted 10 of the last 4 market crashes
What a considerate, educated and thoughtful citizen, man and investor.
Best voice ever!
this type of thing is why Trump is so popular.
yup
He's popular under your rock maybe. Not in the real world.
You're right, who cares about democracy? Throw it out and vote for your wallet, long term thinking is your strong suit.
@@DS_P8democracy wasn’t ever in danger. WTF are you guys always talking about? You honestly think the leftists going after Trump in all these baseless lawsuits during an election is helping the democratic process 😂. They had how many years to go after him and wait until now and you don’t see how set up this is 😂. You keep harping on democracy and the constitution when it suits you, yet totally want to discard it when it doesn’t like with the border for instance or gun ownership.
Market risks 😅 😂 it’s been a bubble for 10 years.
Imagine having egos so fragile that you have to keep interrupting Ray Dalio...
可以介紹一下星加坡REIT?
While investors are preparing to celebrate next year's soft landing, economic data doesn't appear to be cooperating, I’ve heard testimonies of people accruing substantial sums in dividends this recessive period. What measures can I take to ensure this?
A solid strategy can be a key component of an investor’s portfolio. Well, the bigger the risk, the bigger the reward and such impeccable decisions are better guided by professionals.
Very true. Despite having no prior investing knowledge, I started investing after the pandemic and pulled in a profit of approximately $950k that same year. In reality, all I was doing was getting professsional advice.
every time Ray does an interview, he literally says the same thing over and over again, never anything new. He still has his cycle, everyone has probably heard it 100 times, but he doesn't realize it and grinds the show over and over
His Chinese century thesis and market strategy is outdated, everyone but him knows that and has moved on.
Why would he change his philosophy just because many ask him questions?
He is one of the most successful hedge fund owners ever so whatever he says he at least can back it up compared to 99.99% of all other journalists, pseudo researchers and internet gurus.
I like Ray. People say he is angry, but unfortunately this is the real world he is talking about so it just comes off as that way. Not everyone lives in your bubble. He knows unrest. He knows what history has a lready shown is over and over. He is very calculating and I love he doesn’t create the cult of personality around himself.
Did anyone get anything from this?
1:21 ehh no. Please read Niall Ferguson's book called Doom.
What I find interesting is not so much what he said but what he didnt say. The national debt and overspending crisis, for example.
Climate has killed more than anything?!? Wow, I was under the impression it was all those wars of conquest. Guess ponies are at fault for most everything. Now you know!
@philfortner1805 Not the regular ponies. The climate ponies. Now you know.
I am literally 14% up the last 2 weeks.
Live from Davos. WTF???
God bless Ray Dalio the GOAT fo all GOATS
long story short: will the loosing side of elections accept their loose?
Somebody in the camera or make up department please cover the loom or polyester fibers coming out of Ray's Jacket's right shoulder 🫣
2008. Food for thought the financial industry was at stake. The one holding the finance industry is at war right now cause something is wrong...9/11 thing.
I bet ray is the kind of guy who will talk your ear off at a hotel pool about the economy while 3 painkillers deep
Let the man talk and stop jumping to conclusion…
smh... let the man talk!
Global elite is SQUIRMING right now 😂😤😂
6:28 A wise man annihilating a mediocre question. Hes explaining hedging guys.
I think ray is wrong about this one
What's the answer then ray?
Principles
I would for America to succeed congress needs to pass Ro Khanna's congressional reforms.
Moving towards a National Popular Vote Interstate Compact will also save america. I realize that this will be the equivalent of America getting a STV system in place.
I think these outside interviews are strange;
A broken clock is right twice per day
Why are these guys sitting outside in the cold??? Lmao
Too much gibberish from Dalio.
Dalio who’s always bigging up China and it’s wonderful freedoms.
Neutral portfolio. Gold
Why do you not ask: "Is the market good for the politics?"?
I would argue there is a sixth & seventh force - Biological forces which would include diseases/plagues that have had huge impacts in history & Natural forces which include earthquake, volcano eruption (that impact worlwide), sun eruptions, asteroids, etc. The latter is separate from climate but can be a distinctive force that we see repeated sporadically through history.
Why is cnbc still interviewing this man?
Max was here
Long Bonds
Gold
I can agree with what Ray is saying, but if we have a rematch of Biden vs. Trump, this independent will once again go for Joe over Trump, for the simple reason that putting into power an old guy who has already done a pretty good job (despite being handed a red herring by Trump) over another old guy who seems to be certifiably insane every time he appears in public is, well, the only sane way to go.
What about China Ray?
I used to like Ray.
IN WHAT WAY, WE THOUGHT THE SAME IN 2016 AND WASTED 2-3 MONTHS OF PRECIOUS TIME WATCHING THE MARKET EVEN THOUGH ALL OUR ANALYSIS SAID TRUMP IS POSITIVE CATALYST FOR MARKETS... HE WOULD BE THE SAME THIS TIME TOO... BIDEN WILL ALSO BE POSITIVE CATALYST IF HE CAN GET MAJORITY IN BOTH CONGRESS AND SENATE
'Little Bird' Sorken seems a bit impatient.
We must get voting on a safe decentralized blockchain like CARDANO!
only billionaires can go indoors in Davos
Another one I don’t trust
because we're shorting the market
Seems like intelligent gibberish.
2024 recession year at last ?? Am waiting patiently since last year
Both are threatening Dalios overinvestment in China. He keeps buying his own bs when nobody else is.
Host brought up israeli minister as if he isnt the source of the crisis
Always the same answers from Dalio.
Listen to the rich guy, he knows stuff about other topics because he's rich
WEF - > World Economic Fools
Ray is the best. Covers news and history and places his bet. Genius 😊
If china invades Taiwan now that the US is busy with Israel and Ukraine. Its ww3
Not far fetched , Market price is insane
Underperformed the S&P 500 for the past 12 years
I like Ray i dont always agree
Doom and gloom Dalio.
what, is biden threatening to sending the market to new all-time highs? 😂
Davos what a joke