Aug 30
TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original projections, with accelerating organic growth, e ... Show More
1h 19m
Aug 27
TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Palantir (NASDAQ: PLTR), the data and AI platform behind everything from battlefield targeting systems to Airbus’s A350 production line, with customers including the U.S. Army, the NHS, Ferrari, and Airbus. Palantir is growi ... Show More
1h 14m
Aug 23
TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford
In today’s episode, Stig Brodersen is joined by Manish Karira and Ralph Summerford for a bull and bear debate on CATL, the world’s largest battery maker. Manish presents the bull case, arguing that a company most listeners have never heard of is becoming the backbone of the globa ... Show More
1h 19m
Aug 2025
Introducing the Rachman Review: Is the US heading for a debt crisis?
This week on the Economics Show, we're bringing you an interview with Ray Dalio, from our foreign affairs podcast, the Rachman Review. It originally broadcast on July 3.Gideon talks to Ray Dalio, founder of Bridgewater Associates, the world’s largest hedge fund and author of a ne ... Show More
24m 3s
Jan 2025
Ray Dalio | The All-In Interview
(0:00) Ray Dalio joins Friedberg! (0:50) The current US fiscal situation (6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth (24:54) USD vs other currencies and assets, best hedges against the dollar (33:20) Portfolio construction, ... Show More
1h 16m
Oct 2023
Ray Dalio - Risk, Return, and Asset Allocation
<p>Navigating the complex world of wealth creation and financial history can be daunting. That's why our guest, Ray Dalio, places a strong emphasis on understanding the evolution of wealth, the current economic landscape, and the patterns that govern financial markets.</p> <p> </ ... Show More
59m 46s
Jun 2024
The Changing World Order & the Power of Diversification — ft. Ray Dalio
Ray Dalio, founder of the largest hedge fund in the world, Bridgewater Associates, joins the show to break down America’s place in a shifting world order. He discusses the mechanics of the U.S. deficit, and identifies an asset he’d go long on to hedge against economically uncerta ... Show More
46m 41s
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US.
Recorded on Feb 3rd, 2025
Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ray Dalio is a renowned investor, hedge fund manager, an ... Show More
1h 46m
Mar 2022
Economic Cycles, Investing in Education, and Working Through Grief — with Ray Dalio
Ray Dalio, founder and co-chief investment officer of Bridgewater Associates, joins Scott to discuss his latest book, “Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail.” Ray also shares his thoughts on where political leaders should focus their a ... Show More
52m 30s
Dec 2021
#251 – Ray Dalio: Money, Power, and the Collapse of Empires
Ray Dalio is an investor, author, and founder of Bridgewater Associates. Please support this podcast by checking out our sponsors: – Athletic Greens: https://athleticgreens.com/lex and use code LEX to get 1 month of fish oil – GiveWell: https://www.givewell.org/ and use code LEX ... Show More
1h 40m
May 2022
How To Prepare For The CHANGING WORLD ORDER That Has Begun w/ Ray Dalio EP 1266
<p>Ray Dalio is an American billionaire investor and hedge fund manager, who has served as co-chief investment officer of the world's largest hedge fund, Bridgewater Associates, since 1985. He's written a new book called <a href="https://www.amazon.com/Changing-World-Order-Nation ... Show More
1h 51m
On today's show Preston and Stig discuss billionaire Ray Dalio's new book, Big Debt Crises.
IN THIS EPISODE YOU’LL LEARN:
Why Ray Dalio thinks that the US Dollar could depreciate 30%.
Why the financial crisis in 2007-2011 was solved much faster than the Great Depression.
How to diagnose in which stage of a debt crisis an economy is in.
How a ... Show More
