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Nick Szabo· 2025-10-12 05:58
RT Documenting Saylor (@saylordocs)RAY DALIO: “I’m worried about something worse than a recession… We have something that is much more profound, we have a breaking down of the monetary order.”Get some Bitcoin... 👀 https://t.co/JKyQLPjS7t ...
Ray Dalio says invest in gold as U.S. debt mounts
Yahoo Finance· 2025-09-19 13:29
Core Viewpoint - Ray Dalio, founder of Bridgewater Associates, anticipates that gold and non-fiat currencies will gain significance as U.S. debt becomes unsustainable, posing a threat to the current monetary order [1][4]. Group 1: U.S. Debt Situation - Dalio stated that U.S. debt has reached an unsustainable level, with over-spending being six times the revenue generated [2]. - The projected U.S. spending for 2025 is $7 trillion, while revenue is expected to be only $5 trillion, resulting in a $2 trillion deficit [3]. - Considering interest and existing debt, Dalio indicated that the U.S. would need to sell $12 trillion in debt, highlighting a supply-demand imbalance as global demand for this debt is lacking [3]. Group 2: Investment Strategy - Dalio recommends that investors allocate 10% of their portfolios to gold as a diversification strategy [1]. - He emphasized that non-fiat currencies will become increasingly important as a store of wealth and money [1]. Group 3: Broader Implications - Dalio expressed concerns about the potential end of the U.S. empire due to various factors affecting the monetary order [4].
The Mechanics of the Big Cycle
Economic Cycles - Monetary, domestic, political, and social orders experience cyclical breakdowns and renewals [1] - These cycles involve periods of trauma, credit building, and prosperity, often following wars or crises [2] - A combination of monetary order breakdowns, debt crises (like 2008), and internal political dynamics can lead to serious consequences [3] Historical Context - The second industrial revolution and the panic of 1907 exemplify historical cycles [2] - 1945 marked the beginning of a new monetary order [1] Investment Strategy - Considering these issues simultaneously can provide insights into the current economic standing [4]