r/RayDalio

Ray wrote, "I'll be hosting an Ask Me Anything on @reddit in r/IAmA on Tuesday at 4PM EST. If you're interested, come ask me a question."*

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Please note: Ray's not here, he'll be in r/IAmA at 4:00PM Eastern Standard Time on May 7, 2019. See his twitter feed via link below.

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* https://twitter.com/RayDalio/status/1123982185156026376

I’m really curious to see how others are positioning themselves to prepare for the increasing likelihood of the U.S. abusing QE to manage the national debt. It seems like the best thing to do is increase holdings in TIPS, store holds of value, and equities which have high real returns.

I also can’t tell if I’m overly worried about this or if others aren’t worried enough, because I swear every person I try to explain this stuff to is like “chill out man, everything’s gonna be fine”, but the data and sentiment of the government suggests the exact opposite.

How is everyone processing all of this?

Hi Ray,

In his book Tony Robbins describes the All Season Portfolio for retail investors. That portfolio has alltogether 55% in bonds. Do you still advice retail investors to allocate so much in bonds considering today yields? (which for Eurozone investors like myself are even lower)

I've read the 3 books in the 'Principles' line up (Debt, Life/Work, World Orders) and really enjoyed them. I want to expand on these topics and am wondering if anyone here has other books they could recommend in terms of macroeconomics, investing with historical economics in mind, etc. Essentially, any recommendation for books that can expand on these ideas would be appreciated.

Hi, what do you think the consequences of this market recession will be? do you think this will be the trigger for the long term debt cycle?