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Episode 303: Billionaire investor Ray Dalio has recently penned a piece for LinkedIn entitled “The world has gone mad and the system is broken.”
I think Mr. Dalio is wrong. The world is what it is and if anything is broken it’s Ray Dalio’s economic model. In this episode, I’ll discuss why the epic confluence of Technology & Demographics (depopulation) are hyper deflationary and why old economic theories of inflation are poor indicators of the economy.