Episode Details
| Title | Ray Dalio | The All-In Interview |
|---|---|
| Date | 1/28/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $COMMODITIES - Ray Dalio recommends investing in commodities as a hedge against both economic downturn and inflation, emphasizing their potential to perform well in various economic scenarios.
- “Commodities, ideally also those that might do well if the economy doesn't do well because you're dealing also with the inflation environment, are always gone to.” - Ray (29:09)
- 🟢 $GOLD - 🔒
- 🟢 $AI - 🔒
- 🟢 $PRODUCTIVITY - 🔒
Bearish:
- 🔻 $TECH - 🔒