Investor viewpoints
Firm public videos, interviews, shareholder letters, public Q&A, and site analysis are shown from newest to oldest.
Bridgewater Associates · Ray Dalio
Bridgewater’s official research page centralizes Dalio and his team’s public research on debt, currency, cycles, and portfolio construction, and is a stable entry point for tracking Dalio’s framework.
Bridgewater Associates · Ray Dalio
Dalio uses a long-cycle framework to explain the rise and fall of great powers, reserve currencies, debt, internal order and external conflicts, which is his most important public macro material in recent years.
Bridgewater Associates · Ray Dalio
Dalio's animation to explain credit, short-term debt cycle, long-term debt cycle, productivity and deleveraging is one of the most classic public materials for understanding Bridgewater's macro framework.