Ray Dalio on the Five Forces That Make This a Historical Moment | Odd Lots

You're not imagining it. This really is a moment of tremendous historical change. Various forces are all aligned right now and reshaping how the world operates. That's the view of Ray Dalio, the founder of Bridgewater Capital, the world's biggest hedge fund. While Odd Lots has been around for 10 years, Dalio ran Bridgewater for an extraordinary five decades, so he's the perfect person to get a big picture understanding of what's going on. He talks about how a mix of rising wealth inequality, the AI boom, a burgeoning national debt, and more, are changing the world. We also talk about lessons he learned from running Bridgewater, the importance of meditation, as well as his long-term skepticism about the pod shop hedge fund model. 00:00 Introduction and Opening Remarks 03:03 Ray Dalio Introduction and Career Reflection 05:19 The Formative Story: Learning from History 08:25 The Five Big Forces Framework 13:15 AI and Historical Technology Parallels 18:00 Current Debt Cycle and Political Constraints 22:28 Changing US Position and Populism 27:04 Personal Approach to Uncertainty and Meditation 30:01 Practical Applications and Mechanics 34:37 Leadership and Political Challenges 39:24 Bridgewater Culture and Principles 47:47 Multi-Strat Hedge Funds vs. Bridgewater Model 050:00 AI's Impact on Investment Management 52:13 Entrepreneurship and Future Opportunities 54:09 Conclusion and Reflections Subscribe to Bloomberg Podcasts: https://bit.ly/BloombergPodcasts #RayDalio #OddLots #Markets #Business #Investing #Bloomberg #Podcast Visit us: https://www.bloomberg.com/podcasts Follow Bloomberg Podcasts on Twitter: https://twitter.com/podcasts Visit our other YouTube channels: Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake For coverage on news, markets and more: http://www.bloomberg.com/video

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