Bridgewater founder Ray Dalio and senior portfolio strategist Jim Haskel flesh out some of our key research around debt crises, and apply it to what’s happening in markets today.

Ray Dalio on Debt Crises

As part of our 2021 Global Outlook, Bridgewater Co-CIOs Greg Jensen and Bob Prince discuss the shift to Monetary Policy 3 (fiscal policy funded by money printing) and the forces driving big secular divergences between East and West. They discuss what these divergences mean for investors and the importance of geographic diversification. 

For more excerpts from our 2021 Global Outlook visit: 
https://www.bridgewater.com/research-and-insights/our-2021-global-outlook

Read important disclosures regarding this track:
https://www.bridgewater.com/important-disclosures-and-other-information

Monetary Policy 3, Divergences Between East and West, and Importance of Geographic Diversification

As part of our 2021 Global Outlook, Bridgewater Co-CIOs Bob Prince and Greg Jensen explain how the differentiated impacts of the pandemic and the large and divergent responses by governments have created major differences in money flows and economic outcomes across countries and significant market mispricings, which hare the raw ingredients of big alpha opportunities. 

For more excerpts from our 2021 Global Outlook visit:
https://www.bridgewater.com/research-and-insights/our-2021-global-outlook

Read important disclosures regarding this track:
https://www.bridgewater.com/important-disclosures-and-other-information

Bob Prince and Greg Jensen: Imbalances and Opportunities

As part of our 2021 Global Outlook, Bridgewater Founder and Co-CIO Ray Dalio reflects on the past year and describes where we’re likely headed in 2021. He touches on lessons from history, how those lessons apply to the current economic environment, and his thinking around conflict and policy going forward.

For more excerpts from our 2021 Global Outlook visit:
https://www.bridgewater.com/research-and-insights/our-2021-global-outlook

Read important disclosures regarding this track:
https://www.bridgewater.com/important-disclosures-and-other-information

Ray Dalio Reflects on the Past Year and the Challenges Still to Come

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