Podcasts about Dalio

Daily Snippet vom 17.03.2026 Die gefährlichste Illusion der Krypto-Geschichte.

【欢迎订阅】 每天早上5:30，准时更新。 【阅读原文】 标题：Ray Dalio warns of 'great disorder' period for world economy, marked by 'clash of great powers '— just like the 1930 s正文： Picture this: It's 1933. The League of Nations is struggling for legitimacy as Germany and Japan withdraw, driven by swelling imperial ambitions. The international order is fracturing, giving way to what Bridgewater Associates founder Ray Dalio calls “the law of the jungle,” where raw power, not diplomacy, determines global outcomes. Dalio predicts we're headed in that direction.知识点：legitimacy n. /lɪˈdʒɪtɪməsi/the quality of being legal, reasonable, or acceptable. 合法性；合理性e.g. The legitimacy of the new rule was questioned by most employees. 大多数员工都质疑这条新规定的合理性。获取外刊的完整原文以及精讲笔记，请关注微信公众号「早安英文」，回复“外刊”即可。更多有意思的英语干货等着你！ 【节目介绍】 《早安英文-每日外刊精读》，带你精读最新外刊，了解国际最热事件：分析语法结构，拆解长难句，最接地气的翻译，还有重点词汇讲解。 所有选题均来自于《经济学人》《纽约时报》《华尔街日报》《华盛顿邮报》《大西洋月刊》《科学杂志》《国家地理》等国际一线外刊。 【适合谁听】 1、关注时事热点新闻，想要学习最新最潮流英文表达的英文学习者 2、任何想通过地道英文提高听、说、读、写能力的英文学习者 3、想快速掌握表达，有出国学习和旅游计划的英语爱好者 4、参加各类英语考试的应试者（如大学英语四六级、托福雅思、考研等） 【你将获得】 1、超过1000篇外刊精读课程，拓展丰富语言表达和文化背景 2、逐词、逐句精确讲解，系统掌握英语词汇、听力、阅读和语法 3、每期内附学习笔记，包含全文注释、长难句解析、疑难语法点等，帮助扫除阅读障碍。

(0:00) Friedberg Introduces Ray Dalio (1:29) 5 Forces That Will Decide America's Future (7:26) Why Government Reform Is Nearly Impossible (11:19) Gold vs. Bitcoin (28:16) What Economists Got Wrong About Tariffs (41:11) Is America Heading Towards Collapse? Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business account, payments, treasury, and spend management to embedded finance. Check it out: https://airwallex.com/allin Ray Dalio joins the All-In Podcast for the third time to break down why America's debt crisis is worse than most people realize, and what comes next. Dalio covers the five forces reshaping the global order, why DOGE faced structural limits, what's driving gold to all-time highs while Bitcoin stumbles, the real story behind tariffs and trade deficits, and why he believes the US might be approaching a collapse. Follow Ray Dalio: https://x.com/RayDalio Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

For years, we've talked about the world order 'shifting.' Changing. The end of the Bretton Woods agreement, But according to legendary investor Ray Dalio, the shift is over. The break is now here.In a massive new piece Dalio just released—following the 2026 Munich Security Conference—he made it official: **The post-1945 world order has broken down.** We have officially entered what he calls "Stage 6' of the Big Cycle."Historically, Stage 6 is the 'War Stage.' It's the period of 'Great Disorder' where rules are replaced by raw power, where debt cycles reach their breaking point, and where the global map is redrawn. We're seeing it in the 'Capital Wars,' the weaponization of the dollar, and the total breakdown of trust in traditional institutions.

Our country may be facing the real possibility of a 10 year upheaval of our entire civilization! This would be consistent with world historical observations for the Tytler cycle, and for the civilization time cycles revealed by Ray Dalio.So, is there reason to believe that the current US cycle is near its termination? Listen to some of the podcast part of the problem and see what you think.And if so, how do we protect our families?Clip Used: Dave Smith | Pam Bondi is Cooked | Part Of The Problem 1360By: Dave Smith @PartOfTheProblemFollow Us:YouTubeTwitterFacebookBlueskyAll audio & videos edited by: Jay Prescott Videography

Andreas Steno, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics, on the latest Macro Mondays. They break down what happened at the Munich Security Conference, Ray Dalio's X article on a changing world order, inflation and job reports, and the timeline for the liquidity impact from the Treasury General Account. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Some 401(k) plans let you put in extra after-tax money and move it into a Roth so it can grow tax-free—but you have to know what your plan allows. Richard Rosso & Jonathan McCarty share 10 questions to ask your 401(k) provider so you don't miss it. Rich & Jonathan also explain a new bill that would make the $6,000 senior deduction permanent. It's not the same as “no tax on Social Security” for everyone—and the Social Security tax rules still depend on income thresholds that haven't kept up with inflation. Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:20 - Mancards & Oven Replacements 3:21 - OBBA & Larger Tax Refunds 10:16 - The $6k Senior Tax Deduction 16:52 - Are You Mega Roth Eligible? 21:18 - The Super Saver Endorphen 24:24 - The Roth Aging Issue 27:25 - Changes in the AMT 30:56 - OBBA & Marginal Rates Will Go Up 36:10 - Candid Coffee Preview ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/fEk6rYGzFkA?feature=share ------- Watch our previous show, "Dalio at Davos: Calm Markets, Hidden Currents," here: https://youtube.com/live/mippkxiCJQI -------- The latest installment of our new feature, Before the Bell, "Dow Streak Signals Pullback ," is here: https://youtu.be/zor3I7w1wLA ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RetirementPlanning #RothIRA #Roth401k #SocialSecurity #TaxPlanning

Some 401(k) plans let you put in extra after-tax money and move it into a Roth so it can grow tax-free—but you have to know what your plan allows. Richard Rosso & Jonathan McCarty share 10 questions to ask your 401(k) provider so you don't miss it. Rich & Jonathan also explain a new bill that would make the $6,000 senior deduction permanent. It's not the same as "no tax on Social Security" for everyone—and the Social Security tax rules still depend on income thresholds that haven't kept up with inflation. Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:20 - Mancards & Oven Replacements 3:21 - OBBA & Larger Tax Refunds 10:16 - The $6k Senior Tax Deduction 16:52 - Are You Mega Roth Eligible? 21:18 - The Super Saver Endorphen 24:24 - The Roth Aging Issue 27:25 - Changes in the AMT 30:56 - OBBA & Marginal Rates Will Go Up 36:10 - Candid Coffee Preview ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/fEk6rYGzFkA?feature=share ------- Watch our previous show, "Dalio at Davos: Calm Markets, Hidden Currents," here: https://youtube.com/live/mippkxiCJQI -------- The latest installment of our new feature, Before the Bell, "Dow Streak Signals Pullback ," is here: https://youtu.be/zor3I7w1wLA ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RetirementPlanning #RothIRA #Roth401k #SocialSecurity #TaxPlanning

Ray Dalio's Davos comments aren't a “next-week collapse” call—they're a long-cycle warning: rising debt supply can eventually force higher yields and tough policy trade-offs. Meanwhile, the S&P 500 looks calm on the surface, but sector/factor dispersion and low correlations show a fierce rotation under the hood. Lance Roberts & Michael Lebowitz examine the calm index ≠ calm market—watch dispersion and correlations for the next regime shift. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:19 - Economic Reports Show Benefits of AI Data Centers 5:17 - Why The Dow Jones Index Matters Now 9:20 - WalMart Quarterly is Proxy for Staples 12:30 - Why WalMart Valuation Matters 15:53 - Periods of Rolling Bubbles 19:45 - Has AI Cap-ex Already Been Priced-in? 22:20 - The Value-Growth Rotation 24:01 - Fed Meeting Minutes Recap 26:57 - Debunking Dalio 33:13 - Dealing with Negative, Doom & Gloom Headlines 37:10 - Mortgage-backed Bond Exposure 41:18 - Could the Yield Curve Flatten? 43:09 - Is Kevin Warsh just Jerome Powell 2.0? 44:19 - Avoid Worrying About Things Out of Your Control ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/mippkxiCJQI ------- Articles Mentioned in Today's Show: "Calm Market Waters Hide Fierce Undercurrents" https://realinvestmentadvice.com/resources/blog/calm-market-waters-hide-fierce-undercurrents/ "AI Bubble: History Says Caution Is Warranted" https://realinvestmentadvice.com/resources/blog/ai-bubble-history-says-caution-is-warranted/ "Market Sector Review: Extreme Market Bifurcation" https://realinvestmentadvice.com/resources/blog/market-sector-review-extreme-market-bifurcation/ ------- Watch our previous show, "Q&A Wednesday: Markets, Money, and Your Questions" here: https://youtube.com/live/3xyx42x5s44 -------- The latest installment of our new feature, Before the Bell, "Dow Streak Signals Pullback ," is here: https://youtu.be/zor3I7w1wLA ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #DowJones #TechnicalAnalysis #InvestingStrategy #RayDalio #Davos #MarketRotation #SP500 #RiskManagement

Ray Dalio's Davos comments aren't a "next-week collapse" call—they're a long-cycle warning: rising debt supply can eventually force higher yields and tough policy trade-offs. Meanwhile, the S&P 500 looks calm on the surface, but sector/factor dispersion and low correlations show a fierce rotation under the hood. Lance Roberts & Michael Lebowitz examine the calm index ≠ calm market—watch dispersion and correlations for the next regime shift. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:19 - Economic Reports Show Benefits of AI Data Centers 5:17 - Why The Dow Jones Index Matters Now 9:20 - WalMart Quarterly is Proxy for Staples 12:30 - Why WalMart Valuation Matters 15:53 - Periods of Rolling Bubbles 19:45 - Has AI Cap-ex Already Been Priced-in? 22:20 - The Value-Growth Rotation 24:01 - Fed Meeting Minutes Recap 26:57 - Debunking Dalio 33:13 - Dealing with Negative, Doom & Gloom Headlines 37:10 - Mortgage-backed Bond Exposure 41:18 - Could the Yield Curve Flatten? 43:09 - Is Kevin Warsh just Jerome Powell 2.0? 44:19 - Avoid Worrying About Things Out of Your Control ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/mippkxiCJQI ------- Articles Mentioned in Today's Show: "Calm Market Waters Hide Fierce Undercurrents" https://realinvestmentadvice.com/resources/blog/calm-market-waters-hide-fierce-undercurrents/ "AI Bubble: History Says Caution Is Warranted" https://realinvestmentadvice.com/resources/blog/ai-bubble-history-says-caution-is-warranted/ "Market Sector Review: Extreme Market Bifurcation" https://realinvestmentadvice.com/resources/blog/market-sector-review-extreme-market-bifurcation/ ------- Watch our previous show, "Q&A Wednesday: Markets, Money, and Your Questions" here: https://youtube.com/live/3xyx42x5s44 -------- The latest installment of our new feature, Before the Bell, "Dow Streak Signals Pullback ," is here: https://youtu.be/zor3I7w1wLA ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #DowJones #TechnicalAnalysis #InvestingStrategy #RayDalio #Davos #MarketRotation #SP500 #RiskManagement

Self Created Valuation Boosts Apple Announces new Podcast push AI – A breakdown Playing them like a fiddle – Warner Brothers PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - A NEW CTP just announced - China releasing new AI models - AI - A breakdown - we are on overload - Big Employment news.... Markets - Self Created Valuation Boosts - Apple Announces new Podcast push - Playing them like a fiddle - Warner Brothers Quick Note - Going to rip up the playbook on something this week on TDI Podcast. Anyone who owns an annuity should listen to what is about to come on next Sundays show.....  No Agenda... Olympics - Anything to discuss? MONEY FOR ALL - The average tax refund is 10.9% higher so far this season, compared to about the same point in 2025, according to early filing data from the IRS. - The 2026 tax season opened Jan. 26, and the average refund amount was $2,290 as of Feb. 6, up from $2,065 about one year prior, the IRS reported Friday night. - As of Feb. 6, the total amount refunded was more than $16.9 billion, up 1.9% compared to last year, according to the IRS release. That figure reflects current-year returns only. - This is partly because there were excess-witholdings from last year on the rules changed and paycheck withholdings were not adjusted. This is a one time situation.. Emplyment - 4.3% - "Better" than expected payrolls number - A major revision was released last Wednesday. Overall 2025 job growth was much weaker than initially reported. The total net change for the full year 2025 was revised down from +584,000 jobs to just +181,000 jobs (seasonally adjusted) — an average of only about 15,000 jobs added per month instead of ~49,000. This made 2025 one of the weakest years for job creation in recent non-recession periods. - Employment levels were consistently overstated throughout 2025 by roughly 800,000 to over 1 million jobs, peaking around mid-year. For example: By March 2025, the level was revised down by 898,000. By December 2025 (preliminary), down by 1,029,000. - Monthly changes were also adjusted downward in most cases (e.g., August's originally reported -26,000 became a larger loss of -70,000; September's +108,000 became +76,000). - The revisions reflect normal annual benchmarking, but this one was unusually large (larger than the typical 0.2% average over the prior decade), likely due to factors like overestimation of business births or other data mismatches. - In short, the data reveals that the U.S. labor market in 2025 was significantly softer than the monthly headlines suggested at the time — job growth was overstated by a substantial margin, painting a picture of a much weaker employment picture for the year. AI Updates - While U.S. markets have been focused on the impact of Anthropic and Altruist's tools on software and financial services, China's tech giants have released AI models this week that have shown advancements in robotics and video generation. - Google is reporting that China's AI models are just MONTHS behind western models - However - is this progress? In a video demo, Alibaba showed a robot with pincers for hands that appeared to be able to count oranges, pick them up and place them in a basket. It was also shown taking milk out of a fridge. - Alibaba on Monday unveiled a new artificial intelligence model Qwen 3.5 designed to execute complex tasks independently, with big improvements in performance and cost that the Chinese tech giant claims beat major U.S. rival models on several benchmarks. - Zhipu AI — which trades as Knowledge Atlas Technology in Hong Kong said the model approaches Anthropic's Claude Opus 4.5 in coding benchmarks while surpassing Google's Gemini 3 Pro on some tests. - Shares of MiniMax also jumped Thursday after it launched its updated M2.5 open-source model with enhanced AI agent tools. Grok Update - Grok, Elon Musk's AI chatbot, has been gaining ground in the U.S. over the past months, data showed, even as it draws global censure and regulatory scrutiny after being used to generate a wave of non-consensual sexualized images of women and minors. - U.S. market share of the tool rose to 17.8% last month from 14% in December, and 1.9% in January 2025, according to data from research firm Apptopia. - Men are still the largest % users of Grok ~ 78% (down from 89% in April 2025) AI Market Share - ChatGPT's share slumped to 52.9% last month from 80.9% in January last year, while Gemini's grew to 29.4% from 17.3% over the same period. AI Market Share InfoGrapic and AI Understanding - Have we gone through this? - At its core, AI is technology that lets machines perform tasks that normally require human intelligence — things like understanding language, recognizing images, making decisions, or solving problems. - Modern AI (especially since ~2022) is dominated by machine learning — systems that learn patterns from huge amounts of data instead of being explicitly programmed rule-by-rule. - Inference is the "using" or "applying" phase of AI — when a trained model takes new input and produces an output / prediction / answer. Contrast with training (the "learning" phase): ------ Training ? Like a student studying for years: very compute-heavy, expensive, done once (or rarely) on massive servers/GPUs, adjusts billions of parameters based on examples. ------ Inference ? Like the student taking a test or doing their job: much faster, cheaper, runs on your phone/laptop/cloud, uses the fixed knowledge from training to respond instantly. - gentic AI takes regular AI (like chat models) to the next level: instead of just answering questions or generating text, these systems act autonomously to achieve goals with minimal human help. "Agentic" comes from "agency" — the ability to make decisions, plan, use tools, take actions, adapt, and even learn from results — like a smart digital employee rather than just a smart answer machine. AI Infographic Last AI Item - A shortage of memory chips is hammering profits, derailing corporate plans, and inflating price tags on various products, with the crunch expected to get worse. - The fundamental reason for the squeeze is the buildout of AI data centers, with companies like Alphabet and OpenAI buying up large shares of memory chip production, leaving consumer electronics producers fighting over a dwindling supply. - The resulting price spikes are causing concern, with some warning of "RAMmageddon" and others predicting that memory chip prices will go "parabolic", bringing lavish profits to some companies but painful prices to the rest of the electronics sector. Here is something: - Gallup will no longer track presidential approval ratings after nearly 90 years - Founded by George Gallup in 1935, the Washington, DC-based management company began tracking the president's job performance 88 years ago. - Gallup told USA TODAY it will no longer publish "favorability ratings of political figures," a decision it said "reflects an evolution in how Gallup focuses its public research and thought leadership." - Gallup said the ratings are now "widely produced, aggregated and interpreted, and no longer represent an area where Gallup can make its most distinctive contribution." - "Our commitment is to long-term, methodologically sound research on issues and conditions that shape people's lives," the company wrote, adding that its work will continue through the Gallup Poll Social Series, the Gallup Quarterly Business Review, the World Poll and more. - Seems like they are unable to SHAPE opinion due to social media etc.....? Apple Podcast Update - Big news! - Apple on Monday announced that it will bring a new integrated video podcast experience to Apple Podcasts this spring. - The move comes as video viewership continues to reshape podcasting. About 37% of people over age 12 watch video podcasts monthly, according to Edison Research. - The update brings Apple Podcasts more in-line with its competitors Spotify, YouTube and now Netflix, which have increasingly leaned into video podcasting. -“Twenty years ago, Apple helped take podcasting mainstream by adding podcasts to iTunes, and more than a decade ago, we introduced the dedicated Apple Podcasts app,” said Eddy Cue, Apple's senior vice president of Services, in a statement. “ - By bringing a category-leading video experience to Apple Podcasts, we're putting creators in full control of their content and how they build their businesses, while making it easier than ever for audiences to listen to or watch podcasts.” M&A - Texas Instruments Inc. has reached an agreement to buy Silicon Laboratories Inc. for about $7.5 billion, deepening its exposure to several markets for chips. - Silicon Labs investors will receive $231 in cash for each share of the company's common stock and the transaction is expected to close in the first half of 2027. - The transaction still needs to win approval by investors in Silicon Labs and shares of Silicon Labs surged by 51% to $206.48 after the announcement. Inflation - This helps - PepsiCo, will cut prices on core brands such as Lay's and Doritos by up to 15% following a consumer backlash against several previous price hikes, the snacks and beverage maker said on Tuesday after it topped fourth-quarter results. Miran - Moving - Federal Reserve Governor Stephen Miran is leaving his post as chair of the Council of Economic Advisers, CNBC has confirmed. - He joined the CEA in January 2025, but had been on leave from that post since last September when he filled the unexpired term of former Fed Governor Adriana Kugler.- He reamins on Fed board No Biggie???? - There are some astonishing cased being reported of Bad AI in the operating room - JNJ's TruDi Navigation System - Since AI was added to the device, the FDA has received unconfirmed reports of at least 100 malfunctions and adverse events. - At least 10 people were injured between late 2021 and November 2025, according to the reports. Most allegedly involved errors in which the TruDi Navigation System misinformed surgeons about the location of their instruments while they were using them inside patients' heads during operations. - Cerebrospinal fluid reportedly leaked from one patient's nose. In another reported case, a surgeon mistakenly punctured the base of a patient's skull. In two other cases, patients each allegedly suffered strokes after a major artery was accidentally injured. Cuba - The main airport has putt out a bulletin that they are out of Jet Fuel - Blackouts and lack of other fuels are creating big problems - No airlines have stopped running at this point, but many will as they cannot refuel - This is a bigger problem for cargo planes (supplies) that may not be able to risk flying to Cuba as they will not be able to get out. Dalio Warning -  Legendary investor Ray Dalio said on Tuesday the world was “on the brink” of a capital war. - He said central banks and sovereign wealth funds were already preparing for measures like foreign exchange and capital controls. - "When money is weaponized using measures like trade embargoes, blocking access to capital markets, or using ownership of debt as leverage." - “Capital, money, matters,” Dalio said Tuesday. “We're seeing capital controls … taking place all over the world today, and who will experience that is questionable. So, we are on the brink — that doesn't mean we are in [a capital war now], but it means that it's a logical concern.” - Could this be why gold and siver are being hoarded (physical assets over digital currency? - Is China's edict to banks to diversify away from US Treasuries a sign? Self Boosted Valuation - Waymo is aiming to raise about $16 billion in a financing-round that would value it at nearly $110 billion, Bloomberg News reported, citing people familiar with the matter. - Alphabet would provide about $13 billion to the autonomous driving firm while the rest would come from investors including Sequoia Capital, DST Global and Dragoneer Investment Group, the report added. - Soooooo - Waymo is a unit of Alphabet.... Alphabet providing 80% of the funding that boosts valuations..... Hmmmmmmmm Warner Brothers -  Warner Bros Discovery Inc is considering reopening sale talks with Paramount Skydance Corp after receiving its amended offer. - The Warner Bros board is discussing whether Paramount could offer a path to a superior deal, which may ignite a second bidding war with Netflix Inc. - Paramount submitted amended terms that addressed several concerns, including covering a fee owed to Netflix and offering to backstop a Warner Bros debt refinancing. Economics Coming Up - Short Week - plenty of Reports - Wednesday - Durable Goods, Housing Starts, Industrial Production, FOMC Minutes - Thursday - Philly Fed, Initial Claims - Friday: PCE, Personal Income and Spending, GDP for Q4 (3.6%) ----- New Home Sales, UMich Feb Final   Love the Show? Then how about a Donation? ANNOUNCING THE THE CLOSEST TO THE PIN for CATERPILLAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

"German Chancellor Friedrich Merz said, 'The world order as it has stood for decades no longer exists', and that we are in a period of 'great power politics.'" "He made clear that freedom 'is no longer a given' in this new era. French President Emmanuel Macron echoed Merz's assessment and said that Europe's old security structures tied to the previous world order don't exist and that Europe must prepare for war." "U.S. Secretary of State Marco Rubio said that we are in a 'new geopolitics era' because the 'old world' is gone." ~ Ray Dalio The world order is officially dead - Germany, France, and the US all said so at the Munich Security Conference. Ray Dalio's chapter on the big cycle of external order and disorder lays out exactly how empires collapse and wars begin. But did Dalio miss the most important piece? What if the debt cycle he describes isn't just a pattern - what if it's a symptom of a fundamentally broken monetary system? And what happens when you drop Bitcoin into the middle of a world gearing up for conflict? Check out the original article: The World Order Has Broken Down (Link: https://x.com/raydalio/status/2022788750388998543) References from the episode Ray Dalio's book Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail - I read all of Chapter 6 in this episode and it's absolutely worth reading the whole thing (Link: https://en.wikipedia.org/wiki/The_Changing_World_Order) Host Links ⁠Guy on Nostr ⁠(Link: http://tinyurl.com/2xc96ney) ⁠Guy on X ⁠(Link: https://twitter.com/theguyswann) Guy on Instagram (Link: https://www.instagram.com/theguyswann) Guy on TikTok (Link: https://www.tiktok.com/@theguyswann) Guy on YouTube (Link: https://www.youtube.com/@theguyswann) ⁠Bitcoin Audible on X⁠ (Link: https://twitter.com/BitcoinAudible) The Guy Swann Network Broadcast Room on Keet (Link: https://tinyurl.com/3na6v839) Check out our awesome sponsors! HRF: The Human Rights Foundation is a nonpartisan, nonprofit organization that promotes and protects human rights globally, with a focus on closed societies. Subscribe to HRF's Financial Freedom Newsletter today. (Link: https://mailchi.mp/hrf.org/financial-freedom-newsletter) OFF: The Oslo Freedom Forum is a global human rights event by the Human Rights Foundation (HRF), uniting voices from activism, journalism, tech, and beyond. Through powerful stories and collaboration, OFF advances freedom and human potential worldwide. Join us next June. (Link: https://oslofreedomforum.com/)

Andreas Steno, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics, on the latest Macro Mondays. They break down what happened at the Munich Security Conference, Ray Dalio's X article on a changing world order, inflation and job reports, and the timeline for the liquidity impact from the Treasury General Account.

L'oro ai massimi storici mentre bitcoin flette. Cosa sta succedendo?La situazione geopolitica internazionale dimostra una volta di più la fragilità del sistema fiat, mentre all'orizzonte spunta un nuovo contendente.Inoltre: il mining risponde perfettamente alla tempesta Fern in Texas, arriva il deep fishing e il target sono i bitcoiner, gli Stati Uniti derubati della riserva strategica, la crittografia di Whatsapp è sotto accusa, e tutti i dettagli sull'app distopoica ELITE usata dall'ICE per rastrellare gli illegal alien.It's showtime!

This week, United States correspondent Jessica Gardner on Trump’s first year back in the White House and Mark Carney's viral speech. This podcast is sponsored by Acenda Further reading: Rudd’s replacement is no political animal. That’s a good thingMany believe the role of US ambassador requires a sharp politician, but Greg Moriarty is the technocrat that Australia needs to meet the challenges of the times.Trump softens on Minneapolis, but Dalio warns of slide to civil warThe US president has signalled a shift in strategy on immigration after the deadly chaos, but global investor Ray Dalio says the “United States is now a tinderbox”.Carney declares rules-based order dead as Greenland row escalatesThe Canadian prime minister warned the world order was breaking, and French President Emmanuel Macron vowed not to give in to “bullies”.See omnystudio.com/listener for privacy information.

Billionaire investor Ray Dalio is warning we shouldn't be focused on trade wars, instead the real concern is capital wars. In those, Dalio says there will be a reduced appetite for owning US government debt or any US assets. Maybe even including American stocks. The comments were made in the context of recent geopolitical flashpoints in Venezuela and Greenland. As always, there's a lot of noise surrounding this kind of topic, but what does the evidence say?Eurodollar University's conversation w/Steve Van Metre---------------------------------------------------------If you're a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me and Brent, plus Hugh Hendry, George Gammon, Steve Van Metre, and Mike Green at Eurodollar University's very first Live Event, President's Day Weekend, February 2026. Small groups, intimate discussions. To reserve your spot just go here https://eurodollar-university.com/event-home-page---------------------------------------------------------CNBC Ray Daliohttps://www.youtube.com/watch?v=Gda9T9gZSe4https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Investi con ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Scalable⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ #adv Ray Dalio è uno degli investitori più influenti al mondo. In questo episodio partiamo da un suo post molto discusso sul 2025 per analizzare come vede il mondo oggi: debito pubblico, inflazione, dollaro, oro, azioni e grandi cicli storici. Ripercorriamo il suo famoso framework dei grandi cicli del debito, capiamo perché secondo lui bond e cash sono sempre più fragili e quali asset potrebbero reggere meglio il prossimo decennio. Vediamo quali sarebbero davvero i consigli di Dalio per il 2026 – e soprattutto dove non sono d'accordo. Perché una cosa è leggere correttamente i rischi sistemici, un'altra è costruire un portafoglio che funzioni nel mondo reale, con tempi molto più lunghi di quelli previsti dai profeti del declino. Un episodio per chi vuole capire come interpretare Dalio senza prenderlo come un oracolo, e come restare investiti anche in un mondo più instabile, frammentato e indebitato. Una produzione Corax.

Over the years, investor Ray Dalio built his hedge fund, Bridgewater Associates, into one of the largest in the world. He's done that in part by understanding the history of economic cycles and macroeconomic trends. He's also made shrewd investing and management decisions and stands by his values. He shares where he sees the U.S. today in terms of economic power and the progress that leaders of all kinds need to make to better the situation, as well as his personal views on how to lead well. Dalio is the author of How Countries Go Broke: The Big Cycle.

Game development is usually focused on execution, building systems, solving problems, and moving forward. But without stepping back to examine what the process itself teaches us, teams can miss why projects succeed, where collaboration falters, or why feedback loops lose momentum. This episode explores how creating games naturally develops strategic thinking, teamwork, feedback cycles, and storytelling instincts, skills that extend far beyond any engine or genre. By viewing game development as a learning system, the conversation reveals how developers can sharpen their craft, align more effectively, and make better decisions by understanding why the process works. Episode Shownotes Link: https://rengenmarketing.com/436

Patriot games are coming. Larry Ellison in the spotlight. Hi Ho Silver and away! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - CTP Cup - All systems go! 9 participants! - ELON gets his $$$ - Kids account challenge - Patriot games are coming... Markets - Not much headwinds - EOY approaching - Analysts predicting SP500 for 2026 - 7,500 (12% upside) - More Oracle back and forth - Gold and Silver Elon - Elon Musk's net worth surged to $749 billion late Friday after the Delaware Supreme Court reinstated Tesla stock options worth $139 billion that were voided last year - He also recently received a $1T pay plan approval - Jeff Bezos, Mark Zuckerberg, and Jensen Huang combined - His fortune exceeds the GDP of nations like the Netherlands, Saudi Arabia, and Switzerland. - He is richer than every country in Africa by GDP - He is projected by some reports to become the world's first trillionaire by 2027 When did Larry Ellison and Oracle become newsworthy? - Every day in the news.... - Larry Ellison NOW Personally Guarantees Paramount Bid for Warner Bros. - The announcement of Mr. Ellison's personal guarantee is meant to address concerns that the Warner Bros. Discovery's board had expressed about Paramount's original offer. - Helping out sonny-boy? More Oracle - Oracle stock slid after a report that Blue Owl Capital won't back a $10 billion data center for OpenAI. (Michigan) - Oracle has $248 billion in lease commitments for data centers and cloud capacity commitments over the next 15 to 19 years. - Oracle later responded to the FT report, saying the project was moving forward and that Blue Owl was not part of equity talks. EVEN MORE! - Multiple media outlets, including the Associated Press, reported that ByteDance has reached an agreement with Oracle ORCL, Silver Lake, and Abu-Dhabi-based MGX to set up a joint venture for TikTok's US operations. Oracle will hold a 15.0% stake in the new entity, while ByteDance will retain a 19.9% stake. - The important thing her is that TikTok stays as a major tenant of OCI as ORCL needs this cash flow... - Of all of the items, this may be why ORCL stock has bounced te last few days. Congressional Ban - A vote on legislation banning members from owning or trading stocks could get a vote in the new year, according to House leadership and Republican members. - President Donald Trump has said he supports a congressional ban but has pushed back on versions that include the executive branch. - Basically this bill would prohibit the ownership of individual stocks by congress Over to Japan - Bank of Japan raises benchmark rates to highest in 30 years, lifting 10-year JGB yield past 2% - Yen still VERY weak - trading at 157/USD - (problematic) - The BOJ said that real interest rates are expected to remain “significantly negative,” adding that accommodative financial conditions will continue to firmly support economic activity. - The yen weakened 0.25% against the USD after the decision - therefore still dovish and stimulative Economic Numbers - Estimates, partial numbers and best guesses. OH, 2-month averaging as well - The Bureau of Labor Statistics reported that the annual headline inflation rate and core CPI rate for last month were 2.7% and 2.6%, respectively, well below expectations. - Due to government shutdown, BLS to make certain methodological assumptions about the prior month's inflation levels. - Those assumptions in the methodology were not clear to economists and were not fully explained in the release. - Here is a big issue: The price changes in October for the OER (owners equivalent rent) appear to have been “set to zero.”  Sports Prediction Markets - Sports is fueling the growth and is forecasted to make up 44% of volume as prediction markets mature. - According to one expert: the fundamental elements of consumer demand and an array of diverse brands looking to meet that demand are clearly in place - Sportsbooks are getting a bit nervous.... First Dell, then... - Billionaire hedge fund manager Ray Dalio of Bridgewater Associates and his wife, Barbara, committed to seed Trump accounts for approximately 300,000 children in Connecticut. - Following the Dells' pledge, the funds will be aimed at kids who live in a Connecticut ZIP code where the median income is less than $150,000. - The Dalio grant will fund $250 per child for approximately 300,000 children in Connecticut. This applies to children who live in a ZIP code where the median income is less than $150,000. About 87% of Connecticut ZIP codes meet that criteria, according to a CNBC analysis of Census Bureau data. - “Ray has joined what we are calling the 50-state challenge,” Treasury Secretary Scott Bessent said in a press conference on Wednesday. - A growing number of companies have announced they would match contributions to Trump accounts for their employees, including BNY and BlackRock. Patriot Games (Hunger Games?) - Trump announced: The Washington Monument will be illuminated with festive lights, a triumphal arc will be constructed and the “Patriot Games” will commence. The games are an “unprecedented four-day athletic event featuring the greatest high school athletes: one young man and one young woman from each state and territory. - Uhhhhhh "And so it was decreed that, each year, the various districts of Panem would offer up, in tribute, one young man and woman to fight to the death in a pageant of honor, courage and sacrifice. (Hunger Games 2012) - What next - PURGE NIGHT? Fed Pick - Now it seems as if it is a 4 person race... - President Trump says "Nowadays, when there is good news, the market goes down because everybody thinks that interest rates will be immediately lifted"; says "I want my new Fed Chairman to lower interest rates if the market is doing well"; says "Anybody that disagrees with me will never be the Fed Chairman!" San Fran Blackout - Alphabet-owned Waymo resumed its robotaxi service in the San Francisco Bay Area Sunday evening after pausing it amid widespread blackouts that had affected their vehicles' behavior. - Waymo said it worked with city officials throughout the blackout and had “proactively” initiated a temporary suspension of its service. - Interesting point there - what happens when grid disruptions for internet with self-driving Angry Shareholders (For a minute) - Tricolor CEO Daniel Chu directed a deputy to send him $6.25 million in bonuses in August, weeks before the company filed for bankruptcy, U.S. prosecutors alleged. - Subprime autofirm that had alleged fraud - This happens all the time - Big issue to keep alert to is the news about "Subprime" WEED - Trump's executive order shifts cannabis from Schedule I to Schedule III, easing research, banking and tax restrictions and marking the biggest federal cannabis policy change in decades. - Shares of cannabis conglomerates were down following the announcement, likely from worries of new competition from international companies. - NOT legalization - NOT for recreational use... - Banking, Institutional capital ..... OpenAi - Beggars cup continues - OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc. and use its chips, a potential win for the online retailer's effort to broaden its AI industry presence and compete with Nvidia Corp. - The deal under discussion could value OpenAI north of $500 billion and see it adopt Amazon's Trainium chip, a person with knowledge of the matter said, asking to remain anonymous to describe private negotiations. - Talks, however, are at a preliminary stage and terms could change, the person added. High Ho Silver and Away! - Silver up 135% YTD - Gold up 70% - Best year since strongest annual performance since 1979 for Gold - 1970's was inflation, USD weakening, Energy crisis. - What is similar/different now? (Big difference is buying up (China, Poland, Turkey, India) Light menu - Darden Restaurants will roll out a new lighter portion entrées menu at all Olive Garden locations in January, the company announced during its quarterly earnings call last Thursday. - Citing affordability: "Olive Garden has seen a double-digit increase in affordability perceptions from guests who order from the lighter portions menu and an increase in frequency among these guests, which should help build traffic over time," Cardenas said. - Sooooo 0 due to high costs, Americans are cutting back on food? - If it were for weight loss, no need for Oliver garden to cut back on portions as most inedible anyway... Copper - Copper prices topped $12,000 a ton for the first time, extending the metal's recent bull run as mine outages add to concerns about supply. - The threat of US import tariffs on the metal has also been an important factor pushing up prices this year, with copper piling up in American warehouses. - Industry analysts have said that much of the richest and most easily accessible mining resources are now exhausted, and experts are warning that the market is on the cusp of a major deficit. Jim Beam - Bourbon maker Jim Beam is halting production at one of its distilleries in Kentucky for at least a year as the whiskey industry navigates tariffs from the Trump administration and slumping demand for a product that needs years of aging before it is ready. - Jim Beam said the decision to pause bourbon making at its Clermont location in 2026 will give the company time to invest in improvements at the distillery. The bottling and warehouse at the site will remain open, along with the James B. Beam Distilling Co. visitors center and restaurant. - The percentage of U.S. adults who say they consume alcohol has fallen to 54%, the lowest by one percentage point in Gallup's nearly 90-year trend. Love the Show? Then how about a Donation? THE CLOSEST TO THE PIN 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Participants: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Send us a textThe world's greatest investors don't chase returns... they engineer protection. In this episode, Tony Robbins reveals the four principles shared by Buffett, Dalio, Icahn, and the most successful investors alive... and how finding 8–12 uncorrelated investments can reduce risk by 80% while increasing upside.Learn how to invest in real estate with the Cashflow 2.0 System! Your business in a box with 1:1 coaching, motivated seller leads, & softwares. https://www.wealthyinvestor.com/Want to work 1:1 with Ryan Pineda? Apply at ryanpineda.comJoin our FREE community, weekly calls, and bible studies for Christian entrepreneurs and business people. https://tentmakers.us/Want to grow your business and network with elite entrepreneurs on world-class golf courses? Apply now to join Mastermind19 – Ryan Pineda's private golf mastermind for high-level founders and dealmakers. www.mastermind19.com--- About Ryan Pineda: Ryan Pineda has been in the real estate industry since 2010 and has invested in over $100,000,000 of real estate. He has completed over 700 flips and wholesales, and he owns over 650 rental units. As an entrepreneur, he has founded seven different businesses that have generated 7-8 figures of revenue. Ryan has amassed over 2 million followers on social media and has generated over 1 billion views online. Starting as a minor league baseball player making less than $2,000 a month, Ryan is now worth over $100 million. He shares his experiences in building wealth and believes that anyone can change their life with real estate investing. ...

Ray Dalio, founder of one of the world's largest hedge funds, Bridgewater Associates, joins us for a special edition of The Outthinking Investor. Dalio sat down with PGIM's George Patterson, Chief Investment Officer of Quantitative Solutions, for a conversation about anticipating the onset of big market cycles and constructing balanced portfolios for new regimes. They discuss the impact of idiosyncratic risks and geopolitical shifts; the evolution of public and private credit markets; AI's transformative influence on the global economy; the five major forces that create big cycles; and the interplay between sovereign debt, the U.S. dollar, gold, and central banks. To understand big cycles, investors must look beyond the headlines and through a historical lens, Dalio explains. Do you have any comments, suggestions, or topics you would like us to cover? Email us at thought.leadership@pgim.com, or fill out our survey at PGIM.com/podcast/outthinking-investor. To hear more from PGIM, tune into Speaking of Alternatives, available on Spotify, Apple, Amazon Music, and other podcast platforms. Explore our entire collection of podcasts at PGIM.com.  

Stocks extend a two-week win streak as investors look to the Fed decision — and whether Jay Powell can deliver a third straight rate cut despite internal pushback. Plus, futures climb as markets show little concern. And later, Ray Dalio doubles down on where he sees markets heading next. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Het is zover! De Magnum Ice Cream Company is afgesplitst van Unilever en ging vanochtend zelfstandig naar de beurs. Waar vooraf vrees was dat grote fondsen en andere beleggers het aandeel zouden dumpen, bleek de schade mee te vallen. Magnum kwam de eerste dag goed door, maar kunnen ze dat ook vasthouden? En wat verdien je nou eigenlijk in de ijsmarkt? Dat bespreken we deze aflevering. Met daarin ook opnieuw aandacht voor Warner Bros. Vrijdag hoorde je nog dat Netflix de tent voor 87 miljard dollar wilde overnemen, vandaag is alle zekerheid rond die deal alweer weggetrokken. Paramount doet een hoger bod, rechtstreeks aan de aandeelhouders. Verder hoor je ook nog waarom Meta op z'n knietjes gaat voor Ursula von der Leyen, bij welke beleggingsapp je vooral niet moet zijn als je gehecht bent aan je privacy en waarom het aandeel van het bedrijf achter de Labubu-pop weer onderuit gaat. Te gast is Corné van Zeijl van Cardano. Mystery guest: zijn parkiet. Misschien wel de bron van alle beurswijsheden. See omnystudio.com/listener for privacy information.

Amazon SA boss Robert Koen says online retail has “knocked it out the park,” Absa confirms economic green shoots as bad debts ease, MTN Zakhele collapses toward zero, Spar posts a R4.8bn loss, G20 gains scrutiny from Michael Louis, and Ray Dalio warns global debt is driving investors back to gold.

In this week's Systematic Investor episode, Niels and Andrew Beer explore how a broken 60/40 paradigm is forcing wealth managers into a new world of “other” diversifiers. Andrew reflects on the Goldman Sachs report about private wealth flows, the rise of liquid alts and why big houses are suddenly launching trend ETFs. The conversation dives into replication versus traditional CTAs, the true cost of complexity, and Simplify's new index-based product built on Andrew's strategy. Along the way they debate pods, Bitcoin, and Andrew's evolving metaphor of managed futures as a cloudy, but occasionally crystal-clear, macro crystal ball.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Andrew on Twitter.Episode TimeStamps: 00:00 - Intro and Thanksgiving reflections, gratitude and mood after the holiday01:14 - Goldman report: trillions from wealthy investors and a seismic shift away from 60/4003:38 - Why bonds stopped diversifying and the growth of the “other” bucket in portfolios05:44 - Liquid alts vs illiquid alts and the timing of big firms launching trend ETFs08:25 - Odd Lots, pods and Dalio's skepticism on multi-strats' future09:22 - Bitcoin's volatile run and rumors of a manipulated pullback10:59 - November performance: zigzags in trend indices and short-term traders' struggles12:55 - How DBMF positioned: concentration, short yen, euro pain and being contrarian post “Liberation Day”16:05 - Are we still “replication”? Alternative data beta, tracking error and what's really...

Matt Dalio is the founder of Endless Network, a visionary initiative dedicated to empowering youth to become creators of technology rather than passive consumers. His work spans three pillars: Endless Studios, a youth game-making studio; Endless Access, which tackles device affordability and connectivity; and Endless OS, an education-focused operating system designed to teach coding and digital skills through games.Matt's journey began with formative experiences in China, where he founded the China Care Foundation as a teenager to support orphans—an early signal of his lifelong commitment to equity and empowerment. He's also the son of Ray Dalio, founder of Bridgewater Associates, and credits his father's ethos of purpose-driven work as a guiding influence, while forging his own path in education and technology.In 2024, Matt announced a major partnership with Arizona State University to launch the Endless Games and Learning Lab, a $5M initiative aimed at scaling personalized, game-based learning for millions of students worldwide.Links:Media Kit / Bio:https://kitcaster.com/matt-dalio/Social:https://www.linkedin.com/in/mattdalio/Website:https://www.endlessstudios.com/ Hosted on Acast. See acast.com/privacy for more information.

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In this episode of the Edufuturists podcast, we chat with Matt Dalio, who discusses the urgent need for educational reform to prepare youth for a rapidly changing workforce. We explore the importance of teaching skills that align with modern job requirements, the role of AI in education, and the necessity of collaboration and adaptability in learning. Matt shares insights from his work with Endless Studios, emphasising the power of game development as a learning tool and the potential of platforms like GitHub to revolutionise education. The conversation highlights the challenges of traditional education systems and the vision for a more inclusive and effective approach to learning.Chapters00:00 Introduction02:53 The Need for Educational Reform05:21 Teaching Skills for the Future09:05 Collaboration and Teamwork in Education13:25 The Role of AI in Education18:19 Rethinking Assessment in Education22:18 The Future of Learning Environments26:33 The Power of Open Source Learning28:24 Transforming Education Through Community and Technology32:06 Matt's Reason for Endless41:36 The Value of LiteracyFind out more about Endless StudiosConnect with MattCONTENT PARTNER AD: This episode is powered by Integrated Systems Europe, the must-attend event for educators, technologists, and institutional leaders seeking to shape the future of learning. From 3–6 February 2026, ISE returns to Barcelona, uniting the brightest minds and boldest ideas in the edtech industry. Join us and Push Beyond the possibilities that are transforming the classroom of tomorrow. Don't just keep up with the industry - get ahead of it. Check out the website to find out more and join us for ISE 2026 in Push Beyond. Use our special code 'edufuturists' for free registration hereThanks so much for joining us again for another episode - we appreciate you.Ben & Steve xChampioning those who are making the future of education a reality.Follow us on XFollow us on LinkedInFollow us on TikTokJoin the WhatsApp CommunityCheck out all about EdufuturistsWant to sponsor future episodes or get involved with the Edufuturists work?Get in touchGet your tickets for Edufuturists Uprising 2026

Bridgewater founder Ray Dalio addresses investor concerns about economic bubbles, both in AI and in the broader markets. Part interview, part historical markets lesson, Dalio shares his perspective on the biggest risks to the American economy and on a well-balanced portfolio in this environment. Plus, Nvidia beat Wall Street expectations for its third quarter, buoying the stock and the major averages. CNBC's Kristina Partsinevelos breaks down the report and CEO Jensen Huang's comments to investors, and CNBC's Emily Wilkins reports on the Trump administration's plans for AI regulation.  Kristina Partsinevelos - 2:24Emily Wilkins - 12:05Ray Dalio - 16:39 In this episode:Kristina Partsinevelos, @KristinaPartsEmily Wilkins, @emrwilkinsBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Matt Dalio, founder and CEO of Endless Studios, joins host Mike Palmer to explore the profound connection between games, technology, and workforce development. Matt, who grew up with an early global perspective—including a transformative year in China at age 11—brings his philanthropic drive to the world of scalable tech solutions . We dive into how Matt's company, Endless, initially focused on providing computers in emerging markets, realized that skills are what truly pay the bills. A simple math game, Tux Math, engaged students in a way traditional instruction could not, with classrooms full of kids shouting multiplication tables . The even bigger revelation? Many top tech entrepreneurs, including Elon Musk and Mark Zuckerberg, started by hacking their games . Matt asserts that the goal is to transform kids from consumers to creators. We discuss how game creation, using tools like Unity and GitHub, develops five core, high-value disciplines: coding, design, digital art, management (product/project), and marketing/business analysis . These skills translate directly into a modern, AI-augmented workforce, where the ability to architect and validate production software is crucial. Key Takeaways: From Consumption to Creation: We need to move young people from passively using smartphones (consumption devices) to actively creating with devices that have a keyboard and mouse (creation devices), fostering a "lean forward" mindset . The Power of Hacking and Games: Learning starts when it becomes more fun to hack your games than to play them, leading to the development of deep, technical understanding. Five Core Disciplines: Game design is a launchpad for learning highly employable, durable skills in coding, design, digital art, management, and go-to-market business analysis . A New Model for Learning: The future of education involves immersing students in real projects on collaborative platforms like GitHub, replicating the workforce environment to teach mindsets like autonomy, agency, and teamwork . AI and the Future Developer: AI is a powerful tool, but it demands new skills: prompt engineering, chaining agent tools, and knowing how to architect, read, and debug production-level code to avoid technical "slop" and security issues. Why You Should Listen: The gap between traditional education and the demands of the AI-driven workforce is wider than ever. You'll hear Matt's global perspective on the rising number of high school students choosing not to pursue costly college degrees and the hunger for education in emerging markets. We discuss how the allure of video games—where the average kid spends 10,000 hours by graduation—can be channeled into productive, skills-building creation time . Matt shares an example of a Peruvian student who used his new skills to build a video game for rural communities to preserve their local language, illustrating the real-world, positive impact of this new educational approach . Listen to understand the model that could prepare the next generation to be "superhumans empowered by AI" . If you liked this conversation, be sure to like, follow, and share Trending in Ed wherever you get your podcasts. Ray Dalio's books referenced in the conversation: Principles: Life and Work and How Countries Go Broke: The Big Cycle Timestamps 00:00 Introduction and Guest Welcome 00:57 Matt Dalio's Early Life and Influences 02:58 Journey into Technology and Philanthropy 04:07 The Power of Games in Education 06:39 Skills vs. Mindsets in the Workforce 11:10 Preparing for the Future Workforce 13:58 Global Challenges and the Future of Jobs 15:51 The Declining Value of Education 17:01 Global Perspectives on Education 18:52 The Power of Community and Mentorship 20:47 Learning Through Game Development 24:50 AI and the Future of Work 28:47 Encouraging a Maker's Mindset 31:29 Concluding Thoughts and Takeaways

In August 2025, Polish researchers tested something nobody had thought to check: what happens to doctors' skills after they rely on AI assistance? The AI worked perfectly—catching problems during colonoscopies, flagging abnormalities faster than human eyes could. But when researchers pulled the AI away, the doctors' detection rates had dropped. They'd become less skilled at spotting problems on their own. We're all making decisions like this right now. A solution fixes the immediate problem—but creates a second-order consequence that's harder to see and often more damaging than what we started with. Research from Gartner shows that poor operational decisions cost companies upward of 3% of their annual profits. A company with $5 billion in revenue loses $150 million every year because managers solved first-order problems and created second-order disasters. You see this pattern everywhere. A retail chain closes underperforming stores to cut costs—and ends up losing more money when loyal customers abandon the brand entirely. A daycare introduces a late pickup fee to discourage tardiness—and late pickups skyrocket because parents now feel they've paid for the privilege. The skill that separates wise decision-makers from everyone else isn't speed. It's the ability to ask one simple question repeatedly: "And then what?" What Second-Order Thinking Actually Means First-order thinking asks: "What happens if I do this?" Second-order thinking asks: "And then what? And then what after that?" Most people stop at the first question. They see the immediate consequence and act. But every action creates a cascade of effects, and the second and third-order consequences are often the opposite of what we intended. Think about social media platforms. First-order? They connect people across distances. Second-order? They fragment attention spans and fuel polarization. The difference isn't about being cautious—it's about being thorough. In a world where business decisions come faster and with higher stakes than ever before, the ability to trace consequences forward through multiple levels isn't optional anymore. Let me show you how. How To Think in Consequences Before we get into the specific strategies, here's what you need to understand: Second-order thinking isn't about predicting the future with certainty. It's about systematically considering possibilities that most people ignore. The reason most people fail at this isn't lack of intelligence—it's that our brains evolved to focus on immediate threats and rewards. First-order thinking kept our ancestors alive. But in complex modern systems—businesses, markets, organizations—first-order thinking gets you killed. The good news? This is a learnable skill. You don't need special training or advanced degrees. You need two things: a framework for mapping consequences, and a method for forcing yourself to actually use it. Two strategies will stop your solutions from creating bigger problems: Map How People Will Actually Respond - trace your decision through stakeholders, understand what you're actually incentivizing, and predict how the system adapts. Run the "And Then What?" Drill - force yourself to see three moves ahead before you act, using a simple three-round questioning method. Let's break down each one. Strategy 1: Map How People Will Actually Respond Here's the fundamental insight that separates good decision-makers from everyone else: People respond to what you reward, not what you intend. When you make a decision, you're not just choosing an action—you're sending signals into a complex system of human beings who will interpret those signals, adapt their behavior, and create consequences you never imagined. Your job is to trace those adaptations before they happen. This strategy has three components that work together: First: Identify ALL Your Stakeholders When considering a decision, list everyone it will affect directly and indirectly. Don't just think about your immediate team—think about: Your customers (current and potential) Your competitors (how will they respond?) Your suppliers and partners Your employees at different levels Your investors or board Regulatory bodies or industry watchdogs Adjacent markets or ecosystems Most executives stop after listing two or three obvious groups. The consequences you miss come from the stakeholders you forgot to consider. Here's what research shows: Wharton professor Philip Tetlock spent two decades studying how well experts predict future events. His landmark finding? Even highly credentialed experts' predictions were only slightly better than random chance—barely better than a dart-throwing chimp. But the real insight came when Tetlock discovered that certain people can forecast with exceptional accuracy. These "superforecasters" share one key trait: they relentlessly ask "And then what?" before making predictions. They don't just see the immediate effect. They trace the decision through the entire system. The people making million-dollar decisions are operating blind beyond the first consequence. Our job is to see what they're missing. Second: Understand What You're Actually Rewarding This is where most decisions go wrong. You think you're incentivizing one behavior, but you're actually rewarding something completely different. Here's the test: For each stakeholder, ask yourself: "What does this decision make easier, more profitable, or less risky for them?" Quick example: Remember the daycare that introduced a late pickup fee to discourage tardiness? They thought they were incentivizing on-time pickup. But here's what they actually rewarded: guilt-free lateness. Parents who felt terrible about being late now had a clear price for that guilt. The fee didn't discourage the behavior—it legitimized it. Late pickups skyrocketed. The daycare asked the wrong question. They asked: "What punishment will discourage lateness?" Instead, they should have asked: "What does a $5 fee actually incentivize?" Another example: You add a performance metric to improve efficiency. First-order thinking says: "People will work more efficiently." But what are you actually rewarding? Optimizing for the metric—often at the expense of things you didn't measure but actually matter more. Sales quotas reward closing deals, not necessarily solving customer problems. Employee of the month awards reward visibility, not necessarily the best work. Quarterly earnings targets reward short-term thinking, not building long-term value. When you rush a hiring decision to fill a role quickly, you're rewarding speed over quality. The second-order effect? Your team learns that urgency matters more than fit, and future hiring suffers. The pattern: People don't follow the spirit of your policy—they follow the incentives. And they're incredibly creative at finding ways to game systems when the incentives misalign with the goals. Third: Trace Each Response Forward Now that you know who's affected and what you're incentivizing, trace how they'll respond—and then how the system responds to THEIR response. This is where the stakeholder analysis and incentives analysis combine into real predictive power. Example: When ride-sharing apps added surge pricing to solve driver shortages, here's how it played out: First-order: More drivers show up when prices surge. Problem solved, right? Second-order stakeholder responses: Customers started waiting out surge periods, meaning fewer overall rides Drivers started gaming the system—turning off their apps to create artificial shortages that triggered surges Competitors without surge pricing captured price-sensitive customers Media coverage made "surge pricing" synonymous with price gouging, damaging brand trust Third-order systemic effects: The solution trained customers to use the service less frequently It taught drivers to manipulate the platform rather than respond to genuine demand It created a PR vulnerability that regulators could exploit The very mechanism designed to solve shortages created new shortages through gaming behavior The original problem (driver shortages during peak times) was real. The first-order solution (higher prices attract more drivers) was economically sound. But nobody mapped how customers and drivers would actually respond to the incentives created by surge pricing. The key insight: Complex systems don't just accept your decisions—they adapt to them. And those adaptations often work directly against your original intent. Try it now: Pause this video for 30 seconds. Think of one decision your company made in the last year. Who were the stakeholders? How did they actually respond? Was it what you expected? [5-second pause built into video] If their response surprised you—you just found a second-order effect you missed. Strategy 2: Run the "And Then What?" Drill Now you have a framework for thinking about consequences. But frameworks don't change behavior—practice does. This is your daily practice method. Before any significant decision, literally ask yourself "And then what?" at least three times. Out loud. Make it awkward. Make it unavoidable. Here's why this works: Your brain will naturally stop at the first answer. The question forces you to keep going. It's a cognitive override—a way to fight your brain's preference for first-order thinking. The Three Rounds: Round 1: Immediate Consequence State the obvious first-order effect. This should come easily. "We'll discount our product by 20%." And then what? "We'll attract more customers and gain market share." Round 2: Response and Adaptation Now apply Strategy 1. How will stakeholders respond? What are we actually incentivizing? And then what? "Competitors will match our discount to protect their market share. And customers will start expecting permanently lower prices—we've trained them that our regular price was inflated. Early adopters who paid full price feel cheated." Round 3: Systemic Effects Trace the second-order responses forward. What happens when multiple stakeholders adapt simultaneously? And then what? "We're now in a price war. Our margins erode across the entire product line. We can't fund innovation or customer service improvements. Competitors with deeper pockets can outlast us. We've commoditized our own product and destroyed the brand value that justified our original pricing. We're stuck in a race to the bottom." The pattern you're looking for: Are the third-order effects consistent with your goals, or do they undermine them? Most people never get past Round 1. By forcing yourself to Round 3, you'll see patterns others miss. Try it now: Think of a decision you're facing right now—any decision. Say out loud what happens first. Now say out loud: "And then what?" Answer it. Now say it again: "And then what?" [5-second pause built into video] Did Round 3 surprise you? If yes—you just found your blind spot. Let Me Show You How This Actually Works Let me walk you through a decision I faced as CTO at HP. We were under pressure to cut R&D spending by 15% to hit quarterly earnings targets. Round 1: Immediate consequence. "We hit our quarterly numbers. Wall Street is happy. Stock price stays stable. The board is pleased." Round 2: Response and adaptation. And then what? "Our best researchers—the ones working on breakthrough projects with 3-5 year horizons—see the writing on the wall. They start looking at competitors who aren't cutting R&D. Meanwhile, the teams that survive shift focus to incremental improvements with shorter payback periods because that's what won't get cut next quarter." Round 3: Systemic effects. And then what? "Eighteen months later, our innovation pipeline is empty. We're selling the same products with minor tweaks while competitors who maintained R&D investment launch breakthrough products. We lose market leadership. Now we need to spend 3X what we saved just to catch up—but our best people are already gone." We fought that cut. We protected the long-term R&D. Some of those projects became billion-dollar product lines. But I watched other companies make that first-order decision and destroy their innovation capability. That conversation took maybe five minutes. But it saved HP from years of playing catch-up. Put This Into Practice Right Now Take a decision you're facing this week—any decision with financial or operational implications. Write down the decision at the top of a page. Be specific. List three immediate consequences. These should come easily. Take each consequence and ask "And then what?" twice. Write down both second-order and third-order effects. Find which effect you hadn't considered. That's your blind spot. Do this for one decision this week, and you'll start seeing consequences others don't. Make it a habit, and it becomes automatic—like a chess player who sees five moves ahead. The Unfair Advantage Right now, in your company, there are people who seem to always be one step ahead. They don't work longer hours. They're not more talented. But somehow, they avoid the disasters others walk into. They see opportunities others miss. They get promoted while others are fixing problems. Here's their secret: While everyone else celebrates the first-order win, they're already managing the second-order consequences. While you're implementing the solution, they've already anticipated what breaks next. That gap—between first-order thinking and second-order thinking—is the difference between running in place and actually advancing. Your challenge: For the next 30 days, before every significant decision, ask "And then what?" three times out loud. Not in your head. Out loud. Make it awkward. Make it unavoidable. Because the ones who rise aren't the fastest problem-solvers, they're the ones who solve problems that stay solved.. So …  Start asking the question. Three times. Every decision. The question isn't whether we have time to think this way. It's whether we can afford to keep making decisions that create bigger problems than they solve. Your Thinking 101 Journey The Thinking 101 series teaches how to think clearly in a world designed to confuse everyone—here's our journey so far: In Episode 1, we exposed the thinking crisis—AI dependency is creating cognitive debt, and independent thinking has become the most valuable skill in the modern world. In Episode 2, we learned to distinguish deductive certainty from inductive probability and stop treating patterns as proven facts. In Episode 3, we discovered how to distinguish true causation from mere correlation—saving ourselves from solving the wrong problem perfectly. In Episode 4, we learned how to harness the power of analogies while avoiding their traps—generating useful comparisons systematically and spotting false analogies that manipulate thinking. In Episode 5, we mastered probabilistic thinking—how to make decisions with incomplete information and act wisely when nothing is guaranteed. Today, in Episode 6, we learned how to stop our decisions from creating bigger problems—mapping how people actually respond to our decisions, understanding what we are truly incentivizing, and asking "And then what?" until we see patterns others miss. Up next—Episode 7: "Proportional & Numerical Thinking—Understanding Scale and Magnitude." We will learn how to think in terms of scale, ratios, and relative magnitude—understanding when numbers matter and when they don't, spotting statistical tricks used to mislead, and developing intuition about large numbers that most people lack. Hit that subscribe button so you don't miss future episodes. Also—hit the like and notification bell. It helps with the algorithm so others see our content. Why not share this video with a colleague who you think would benefit from it? Because right now, while you've been watching this, someone just made a decision that solves today's problem perfectly—and just created three bigger problems for next quarter. The only question is: will you be the one who sees them coming?     SOURCES CITED IN THIS EPISODE 1. Cost of Poor Operational Decisions Rathindran, R. (2018, December 20). Gartner Says Bad Financial Decisions by Managers Cost Firms More Than 3 Percent of Profits. Gartner Press Release. https://www.gartner.com/en/newsroom/press-releases/2018-12-20-gartner-says-bad-financial-decisions-by-managers-cost-firms-more-than-3-percent-of-profits 2. Expert Forecasting Accuracy and Second-Order Thinking Tetlock, P. E., & Gardner, D. (2015). Superforecasting: The Art and Science of Prediction. Crown Publishers. 3. AI Impact on Medical Diagnostic Skills Romańczyk, M., et al. (2025). Endoscopist deskilling risk after exposure to artificial intelligence in colonoscopy: A multicentre, observational study. Lancet Gastroenterology & Hepatology. As reported by NPR Health News, August 19, 2025. https://www.npr.org/sections/shots-health-news/2025/08/19/nx-s1-5506292/doctors-ai-artificial-intelligence-dependent-colonoscopy 4. Unintended Consequences of Incentive Systems Merton, R. K. (1936). The unanticipated consequences of purposive social action. American Sociological Review, 1(6), 894-904. 5. Second-Order Effects in Economics Henderson, D. R. (2018). Unintended consequences. In The Concise Encyclopedia of Economics. Library of Economics and Liberty. https://www.econlib.org/library/Enc/UnintendedConsequences.html     ADDITIONAL READING On Second-Order Thinking and Decision-Making Marks, H. (2011). The Most Important Thing: Uncommon Sense for the Thoughtful Investor. Columbia University Press. Dalio, R. (2017). Principles: Life and Work. Simon & Schuster. Tetlock, P. E., & Gardner, D. (2015). Superforecasting: The Art and Science of Prediction. Crown Publishers. On Systems Thinking and Consequences Meadows, D. H. (2008). Thinking in Systems: A Primer. Chelsea Green Publishing. Senge, P. M. (1990). The Fifth Discipline: The Art & Practice of The Learning Organization. Currency. On Incentives and Unintended Effects Levitt, S. D., & Dubner, S. J. (2005). Freakonomics: A Rogue Economist Explores the Hidden Side of Everything. William Morrow. Munger, C. T. (1995). The Psychology of Human Misjudgment. Speech presented at Harvard Law School.     Note: All sources cited in this episode have been accessed and verified as of November 2025.

Send us a textPlay isn't just fun—it's a blueprint for learning. In this episode, Dr. Lisa Hassler and Matt Dalio (Endless Studios/Foundation) explore how student game-making builds creativity, collaboration, and resilience while scaffolding real tools—from no-code building to Unity and Blender.We unpack the research on learning by making, connect Jane McGonigal's mechanics of motivation to classroom practice, and trace a big-picture story from the printing press to software literacy. Matt lays out why the next divide is not just devices and bandwidth, but the ability to create with digital tools and command AI workflows. You'll hear how  teachers can launch projects in minutes, not months. Along the way, we challenge the input-obsessed mindset of school and advocate for outcome-focused learning: build something that works, share it, improve it.Highlights:Research showing gains from student-created gamesEndstar's classroom-friendly on-ramp to pro tools: from no-code to UnityMultidisciplinary learning: CS, art, writing, math, project mgmtEquity: offline-first kits + affordable devicesAI, software literacy, and outcome-based learningPlay as a driver of learning, resilience, and creativityClassroom rollout, peer learning, and ready-to-use curriculaClosing the digital divide with devices and offline contentBecoming power users of AI and building real-world outputsMatt Dalio- m@endlessstudios.com

Are current market conditions making real estate a risky investment? This episode of "On the Market" with Dave Meyer dives into the recent warnings from the investment icon Ray Dalio, who advises against real estate investments due to factors like interest rate sensitivity, ease of taxation, and illiquidity. Meyer explores the potential implications for real estate investors and unpacks Dalio's unique perspective on the national debt and long-term debt cycles. How might these economic factors shape the housing market and mortgage rates in the coming months, and should real estate still be considered a stable asset amidst uncertainty? Discover the nuances of hedging risks and positioning your portfolio to weather potential economic storms. Links from the Show Join the Future of Real Estate Investing with Fundrise Join BiggerPockets for FREE Find an Investor-Friendly Agent in Your Area Find Investor-Friendly Lenders Property Manager Finder Dave's BiggerPockets Profile Check out more resources from this show on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BiggerPockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.biggerpockets.com/blog/on-the-market-354⁠⁠⁠⁠  Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠advertise@biggerpockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: Poor Jobs Data Cements Case for Rate Cuts DOJ Launches Criminal Investigation into Fed Governor Gold Hits New Record High Dalio: “Bad debt situations contributing to Bitcoin's rise"  SEC/CFTC Issue Joint Statement to Enable Spot Crypto Trading Strategy Snubbed by S&P 500  —- The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get .25% off their first loan. Learn more at www.ledn.io/natalie  ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com  ---- References mentioned in the episode: U.S. Unemployment Rate Near Four-Year High U.S. Jobs Report Cements Case for Fed Rate Cut Americans Losing Faith in the American Dream DOJ Opens Investigation into Fed's Lisa Cook  Ray Dalio's Financial Times Interview  Gold Hits New All-time High, Above $3,600 Charlie Bilello's Chart on Gold's Performance U.S. Bank Resumes Cryptocurrency Custody Service SEC and CFTC Joint Statement on Digital Assets  Robinhood, AppLovin, and EMCOR Join S&P 500 Strategy Gets Snubbed by S&P 500 Committee  Matt Cole's Tweet on S&P 500 Committee Michael Saylor's Tweet on S&P 500  Nasdaq Increases Scrutiny on Crypto Treasury Companies Strategy's Tweet in Response to Nasdaq Report Scott Johnsson's Tweet on Impact of Nasdaq Report New Bitcoin Treasury Company Launches in Amsterdam River's Business Bitcoin Adoption in 2025 Report  Coin Stories Interview with Jeff Park ---- Upcoming Events: Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto      ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

Is America on the decline, and what does that mean for your financial future? In this thought-provoking episode, we unpack key ideas from billionaire investor Ray Dalio's Principles for Dealing with The Changing World Order: Why Nations Succeed and Fail and explore how rising global powers, growing debt, and historical cycles could reshape the economy in the years ahead. We break down the indicators Dalio uses to measure a nation's strength and examine how the U.S. stacks up today. We also explore what it means if the U.S. loses its reserve currency status, and how everyday investors can protect their wealth through diversification, hard assets, and financial resilience. Whether you're curious about global economics or just want to better prepare for the future, this episode offers practical insights inspired by one of the world's most respected financial minds. Don't forget to subscribe, leave a review, and share this episode with someone who wants to stay ahead of economic changes. For future podcast topics, you can email us at askcreatingwealth@taberasset.com.

In a sobering comments, legendary hedge fund manager Ray Dalio recently warned that the U.S. has crossed a fiscal Rubicon. NLW breaks down Dalio's thesis of irreversible debt doom, currency devaluation, and the looming end of American monetary dominance. With interest payments surpassing the defense budget and the government falling short on reform, Dalio argues that fiat systems are expiring—and that investors should seek refuge in hard assets like gold and Bitcoin. Plus, updates on Interactive Brokers' stablecoin plans, PayPal's expanded crypto support, and the ECB's warnings of monetary irrelevance. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

Join Bridgewater founder and #1 New York Times-bestselling author and investor Ray Dalio for an urgent conversation about America's role in the global economy and debt — and his new book, How Countries Go Broke: The Big Cycle. Ray Dalio, one of the preeminent investors of our time, anticipated the 2008 global financial crisis — and he has deep concerns about US government debt. Does government debt threaten our wellbeing? Could the US really go broke? Where do we stand? In his new book, How Countries Go Broke, Dalio answers these questions with a clear-eyed perspective on US financial policy and global investment, laying out a remarkably simple proposal for what the US can do to prevent a debt crisis. In a special conversation, hear Dalio discuss the risks of big government debt, why the US is struggling to catch up with China, what it means for our collective economic future, and more. This was recorded Jun 26, 2025 at The 92nd Street Y, New York. 

Send us a textJoin hosts Alex Sarlin and Ben Kornell with guest Jacob Kantor as they explore a transformative Week-in-Edtech, from Google's AI-powered classroom revolution to major political shifts affecting schools nationwide.Episode Highlights:[00:03:17] Google launches 50 AI tools for educators through Classroom and Gemini[00:05:47] Startup funding threatened as Google expands free AI features[00:13:41] Google solidifies K-12 dominance, pushing out AI competitors[00:24:51] OpenAI and Microsoft fund new AI training hub for 400,000 teachers[00:33:22] Survey finds 60% of teachers using AI, saving nearly 6 hours per week [00:36:22] Federal government freezes $6B in school funding, including EL programs[00:38:17] ICE raids linked to 30% rise in school absences among Latino students[00:43:32] Families turning to private edtech as school trust declines[00:46:49] ISTE highlights include Amplify, Brisk, Quizziz rebrand, Meta's school mode[00:50:34] Edtech Insiders WhatsApp group emerges as top source for breaking newsPlus, special guests:[00:51:36] Matt Dalio, Founder of Endless Studios on teaching real-world skills through student-designed video games[00:53:56] Anne Trumbore, author of The Teacher in the Machine, on AI, learning platforms, and the future of teaching

In this monthly book club edition of Yet Another Value Podcast, host Andrew Walker is joined by Byrne Hobart of The Diff and Capital Gains to unpack Ray Dalio's latest book, How Countries Go Broke: The Big Cycle. The pair probe Dalio's sweeping macroeconomic theories, debt cycles, historical analogies, and technology's role in shaping the future. They scrutinize the credibility of Dalio's claims, the real-world implications of sovereign debt risks, and the potential misapplications of macro trading skills to macroeconomic policymaking. The conversation winds through AI's effect on productivity, the staying power of elites through societal upheavals, and even the viability of crypto as a hedge. It's a rich analysis with sharp skepticism and economic nuance._________________________________________________[00:00:00] Podcast and guest introduction[00:01:38] Initial thoughts on Dalio's book[00:05:26] Short vs. long debt cycles[00:06:40] Historical cycle timing critique[00:07:24] Pre-WWI and 1930s comparison[00:10:11] Disconnection between theories and globalization[00:16:25] Institutional trust and economic cycles[00:18:18] Credibility of Dalio's theories[00:21:26] Macro trading vs. macro policy[00:24:42] Trump-era policy implications[00:26:19] Foreign debt selling as signal[00:28:14] Put options in tail events[00:32:35] Buffett's strategic puts example[00:35:32] Technology optimism in final chapter[00:40:25] AI effects on labor, productivity[00:45:43] Older professionals using AI[00:47:00] Book's global bearish stance[00:51:22] Historical elite persistence examples[00:53:45] Bitcoin in crisis scenarios[01:01:54] Sovereign wealth fund proposal critiqueLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

This episode of The Power of Zero Show revolves around a recent Ray Dalio video in which he issued warnings about the U.S. debt crisis. In the clip, Dalio appears to be giving America three years to get their act together and to right the fiscal ship of state. Dalio mentions the draft of his new book that goes through the mechanics of the debt – and highlights the supply-demand problem he believes will occur if the deficit doesn't go from the current 7.2% of GDP to about 3% of GDP. Dalio touches upon what people should do when there isn't an adequate supply-demand balance. He believes that looking back at history will show you that the current problems are the results of history repeating itself. A recession isn't the one thing Dalio is afraid of… the breakdown of the monetary order is!  Host David McKnight talks about the bid other countries may have on the U.S. fiscal debt, as well as the related crisis of confidence of sorts. According to a recent Penn Wharton study, if the U.S. doesn't right their fiscal ship of state by 2040, no combination of raising taxes and/or reducing spending will arrest the financial collapse of the nation. David believes that in the next 10 to 15 years, the U.S. is likely to need huge infusions of capital to avoid a financial collapse, the likes of which we haven't seen since the Great Depression. What should you do? If you have the lion's share of your Retirement Savings, IRAs or 401(k)s, you need to act now while tax rates are historically low. Since we're on the cusp of Trump extending his tax cuts for another 8 years, it's important to know that, if you count 2025, we'll have historically-low tax rates for another 9 years. David is in favor of taking action before tax rates increase, also because he believes that, come 2034, tax rates aren't going to simply revert back to what they were in 2017. If the American fiscal ship doesn't get right on time, we could go back to seeing high tax rates that were part of the past – such as 94% in the last two years of World War II, or 89% as it was throughout the entire decade of the 70s.     Mentioned in this episode: David's national bestselling book: The Guru Gap: How America's Financial Gurus Are Leading You Astray, and How to Get Back on Track DavidMcKnight.com DavidMcKnightBooks.com PowerOfZero.com (free video series) @mcknightandco on Twitter  @davidcmcknight on Instagram David McKnight on YouTube Get David's Tax-free Tool Kit at taxfreetoolkit.com Ray Dalio Penn Wharton

In this special crossover episode with the Money Rehab podcast, we feature journalist Nicole Lapin's latest wide-ranging conversation with legendary investor Ray Dalio—founder of Bridgewater Associates, the world's largest hedge fund. Dalio shares his take on navigating today's economic chaos—rising inflation, interest rate shifts, and global instability—and why these moments, while stressful, follow patterns we can learn from. He breaks down the principles that have guided his investing success and explains how to think long-term through any financial cycle. This episode goes beyond the markets. Dalio also opens up about grief, happiness, and the limits of what money can buy. He reflects on personal loss, his definition of success, and the lessons he hopes to pass on to future generations. Pre-order Ray's new book How Countries Go Broke and find all of his work here.

In this episode of The Breakdown, host NLW explores legendary investor Ray Dalio's recent update on the shifting global monetary order. Dalio asserts that the U.S. is nearing a significant decline due to unsustainable economic fundamentals, and nations are now actively reducing their dependence on the U.S. dollar. NLW discusses Dalio's vision for a cooperative, negotiated global financial realignment rather than a chaotic collapse, highlighting the potential roles of Bitcoin, stablecoins, and digital assets within this transition. The episode concludes with a comprehensive overview of how key countries—including the U.S., Canada, Russia, the UK, and South Korea—are shaping their crypto policies in response to these global changes, underscoring digital assets' increasing influence in international economic strategies. Sponsored by: ⁠⁠⁠⁠⁠Crypto Tax Calculator⁠⁠⁠⁠⁠ Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto Tax Calculator: Generate accurate, CPA-endorsed tax reports fully compliant with IRS rules. Seamlessly integrate with 3000+ wallets, exchanges, and on-chain platforms. Import reports directly into TurboTax or H&R Block, or securely share them with your accountant. Exclusive Offer: Use the code BW2025 to enjoy 30% off all paid plans. Don't miss out - offer expires 15 April 2025! Ledger Ledger, the world leader in digital asset security, proudly sponsors The Breakdown podcast. Celebrating 10 years of protecting over 20% of the world's crypto, Ledger ensures the security of your assets. For the best self-custody solution in the space, buy a LEDGER™ device and secure your crypto today. Buy now on ⁠⁠⁠⁠⁠Ledger.com⁠⁠⁠⁠⁠. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

Ray Dalio says he believes the economy is already on the edge of a full-blown recession already, and he's hardly alone. However, Dalio also told Meet The Press his main worry is that recession economy getting slammed by a crisis. While Mr. Dalio means persistently higher interest rates, we know that's not what the real markets are pricing even if ultimately this would lead to exactly what he's warning about. Eurodollar University's Money & Macro AnalysisNBC News Ray Dalio MtPhttps://www.nbcnews.com/meet-the-press/video/billionaire-investor-ray-dalio-is-worried-about-something-worse-than-recession-full-interview-237257285807Bloomberg Bessent Is Wrong About Banks Saving Treasurieshttps://www.bloomberg.com/opinion/articles/2025-04-14/bessent-is-wrong-about-banks-saving-treasuriesFRBNY SCEhttps://www.newyorkfed.org/microeconomics/sce#/Bloomberg Fearing Recession, Young People Are Heading to Grad Schoolhttps://www.bloomberg.com/news/articles/2025-04-12/grad-school-interest-surges-as-young-people-fear-recession-bleak-job-markethttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

In this week's episode of the Coin Stories News Block powered by Gemini, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: Bond Market Disorder Has Fed Officials on Alert Government Spending Up $245 Billion vs. Last Year Ray Dalio Warns of Monetary Order Breakdown Senate Confirms Paul Atkins as New SEC Chair ---- Invest as you spend with the Gemini Credit Card. Sign up today to earn a $200 intro Bitcoin bonus: www.gemini.com/natalie  ---- Join our  mailing list and subscribe to our free Bitcoin newsletter: thenewsblock.substack.com  ---- References mentioned in the episode: Treasury Yields Have Biggest Gain Since 2001 MOVE Index Surpasses COVID-19 Pandemic Levels Treasury Yields Soar as Bond Rout Intensifies Fed “Absolutely” Ready to Stabilize Market if Needed Jamie Dimon Predicts Treasury Market Dysfunction Kashkari: “We Have Tools to Provide More Liquidity” A Graphic Showing an Overview of “The Basis Trade”  Government Spending is Higher in FY 2025 U.S. On Track for $2.6 Trillion Annual Deficit in FY 2025 Treasury Confirms that Borrowing is Above FY 2024 S&P Global Ratings: “We are Focused on Bitcoin.”  WSJ: Debt Has Always Been the Ruin of All Great Powers Group of Politicians Condemn DOJ for Dropping Crypto Unit Senate Votes to Confirm Paul Atkins as New SEC Chair Clean Cloud Act Requires Miners to Cut Emissions Bob Burnett's Tweet in Response to Clean Cloud Act Pierre Rochard's Tweet on Bitcoin Emissions Ray Dalio Shares His Chief Concerns Today ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories

Tom Bilyeu, along with co-host Drew, navigates the tumultuous landscape of global economics amidst Trump's tariff upheaval. From the stock market's dramatic dips to Trump's strategic calls to action, Tom and Drew unravel the economic chaos that seems to be affecting every corner of the globe. With insights drawn from key figures like Tucker Carlson, Scott Besant, and Jerome Powell, the conversation dives into the heart of the world's fiscal challenges and the ramifications on economic policy. SHOWNOTES 00:00 Insight from Besant, Dalio, Sowell 05:28 "Scott Bessen's Influence on Treasury" 12:09 Economic Growth and Rising Uncertainty 20:00 Nutrient-Rich Bone Broth Offer 29:37 Criticism of Trade Agreements 40:22 "Asset Holders: Wealth and System Impact" 51:20 Consumer-Driven Economic Strategy Insight 59:35 Trending Conversations: Chart, Taxes, Tariffs CHECK OUT OUR SPONSORS Audible: Sign up for a free 30 day trial at https://audible.com/IMPACTTHEORY  ButcherBox: Ready to level up your meals? Go to https://ButcherBox.com/impact to get $20 off your first box and FREE bacon for life. Vital Proteins: Get 20% off by going to https://www.vitalproteins.com and entering promo code IMPACT at check out Upway: Get $150 OFF any purchase over a thousand when you use code IMPACT at https://upway.co. Kettle & Fire: Get 20% off your first order at https://kettleandfire.com/impact with code IMPACT  Netsuite: Download the CFO's Guide to AI and Machine Learning at https://NetSuite.com/THEORY Found: Try Found for FREE at https://found.com/impact Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact Thrive Market: ​​Go to https:thrivemarket.com/impact for 30% off your first order, plus a FREE $60 gift! American Alternative Assets: If you're ready to explore gold as part of your investment strategy, call 1-888-615-8047 or go to https://TomGetsGold.com Tech Unheard: Tune into Tech Unheard from Arm and NPM—wherever you get your podcasts. iTrust Capital: Use code IMPACTGO when you sign up and fund your account to get a $100 bonus at https://www.itrustcapital.com/tombilyeu  Mint Mobile: If you like your money, Mint Mobile is for you. Shop plans at https://mintmobile.com/impact.  DISCLAIMER: Upfront payment of $45 for 3-month 5 gigabyte plan required (equivalent to $15/mo.). New customer offer for first 3 months only, then full-price plan options available. Taxes & fees extra. See MINT MOBILE for details. ********************************************************************** What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER SCALING a business: see if you qualify here. Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here. ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** Join me live on my Twitch stream. I'm live daily from 6:30 to 8:30 am PT at www.twitch.tv/tombilyeu ********************************************************************** LISTEN TO IMPACT THEORY AD FREE + BONUS EPISODES on APPLE PODCASTS: apple.co/impacttheory ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Learn more about your ad choices. Visit megaphone.fm/adchoices