To investors, The current economic situation is confusing to most investors. Many data points are pointing to an incoming recession, while the metrics that the Fed uses to gauge economic strength continue to show a hot economy with no signs of slowing down.
Yeah, when I worked at Bridgewater, Ray Dalio and team always talked about "timeless and universal" investment principles.
We collected data and passed them through our principles to decide what positions to hold.
Nowadays, Bridgewater seems more willing to sometimes admit "🤷♂️".
I think they're open-minded about the fact that although we can learn a TON from history and that patterns repeat themselves, maybe there really are differences with AI and other never-before-seen influences on the economy.
Yeah, when I worked at Bridgewater, Ray Dalio and team always talked about "timeless and universal" investment principles.
We collected data and passed them through our principles to decide what positions to hold.
Nowadays, Bridgewater seems more willing to sometimes admit "🤷♂️".
I think they're open-minded about the fact that although we can learn a TON from history and that patterns repeat themselves, maybe there really are differences with AI and other never-before-seen influences on the economy.
Pomp, what are the things you believe to be true over the next 5-10 years? Shortlist?