Group 1 - Ray Dalio, founder of Bridgewater Associates, warns that President Trump's policies may lead to a reduction in foreign investment in U.S. assets, potentially triggering a "capital war" [1] - Dalio emphasizes the importance of diversification in investment portfolios, recommending an allocation of 5% to 15% in gold as a key hedge against economic uncertainties [1] - On the same day as Dalio's speech, gold prices reached a historic high, surpassing $4,750, reflecting investor movement towards safe-haven assets amid escalating trade tensions [1] Group 2 - Deutsche Bank warns that Europe, as one of the largest holders of U.S. assets with over $8 trillion, could "weaponize" capital, escalating disputes beyond tariffs to a direct conflict affecting U.S. debt [2]
桥水达利欧警告：特朗普政策可能引发“资本战”
Hua Er Jie Jian Wen·2026-01-20 16:37