Ray Dalio

17 statements across 4 episodes · 4 bullish · 9 bearish · 2 people on the record · first statement Jun 2, 2022 by Joe Lonsdale · said 94 times in 46 episodes since 2021 · across every show →

On the record as a speaker too: Ray Dalio's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by David Friedberg (42), Jason Calacanis (20), Chamath Palihapitiya (13), David Sacks (8), Ro Khanna (3), Tony Robbins (2), Tim Dillon (1), Michael Dell (1)

tap a year for its mentions
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01020202120222023202420252026episodes it came up in
001.510320202120222023202420252026episodesmentions per episode
2026 4 mentions in 3 episodes 1 per episode
2025 30 mentions in 10 episodes 3 per episode
2024 7 mentions in 3 episodes 2 per episode
2023 28 mentions in 18 episodes 2 per episode
2022 20 mentions in 9 episodes 2 per episode
2021 5 mentions in 3 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Ray Dalio, oldest first

Jun 2, 2022 negative
Assertion Supported
Lonsdale: Ray Dalio and Bridgewater see America in decline and decay
“You look at guys like Dalio or Bridgewater and others, you know, they see America in decline. They see decadence. They see decay.”
Joe Lonsdale Jun 2, 2022 ▶ 1:01 #AIS: Joe Lonsdale on the problem with higher education
Sep 17, 2023
Insight
Dalio: Superpower transitions are typically periods of major conflict
“Typically, these transitions have been periods of great conflict, because leading powers don't decline without a fight.”
Ray Dalio Sep 17, 2023 ▶ 7:20 All-In Summit: Ray Dalio on the rise and fall of nations and the changing world order
Sep 17, 2023 positive
Assertion Not checkable as stated
Dalio: Studying 1938 dynamics enabled Bridgewater to profit in 2008
“What happened in 1938, in terms of the depression leading to the wars and so on, and the interest rates hitting zero, is the exact same thing that happened in 2008. It was because I studied that, that I, we were able to make a lot of money in the 2008 financia…”
Ray Dalio Sep 17, 2023 ▶ 3:35 All-In Summit: Ray Dalio on the rise and fall of nations and the changing world order
Sep 17, 2023 negative
Assertion Not checkable as stated
Dalio: U.S. opportunity and educational gaps are wider than ever
“So if you take all those measures and so on, the gaps in those things are greater than they have ever been.”
Ray Dalio Sep 17, 2023 ▶ 30:31 All-In Summit: Ray Dalio on the rise and fall of nations and the changing world order
Sep 17, 2023 negative
Assertion Supported
Dalio: 22% of Connecticut high schoolers are failing, absent, or dropped out
“22% of the high school students in Connecticut either have dropped out of high school or are failing classes with absentee rates of greater than 25%.”
Ray Dalio Sep 17, 2023 ▶ 29:10 All-In Summit: Ray Dalio on the rise and fall of nations and the changing world order
Sep 17, 2023
Insight
Dalio: Global empires cycle over 250 years with 10-20 year transitions
“As you can see, they transpired in overlapping cycles that lasted about 250 years, with 10 to 20 year transition periods between them.”
Ray Dalio Sep 17, 2023 ▶ 7:10 All-In Summit: Ray Dalio on the rise and fall of nations and the changing world order
Sep 17, 2023
Assertion Not checkable as stated
Dalio: Acts of nature have toppled more empires than anything else
“Acts of nature, in particular droughts, floods, and pandemics, and they killed more people, and they toppled more empires, and changed more world orders than anything”
Ray Dalio Sep 17, 2023 ▶ 5:15 All-In Summit: Ray Dalio on the rise and fall of nations and the changing world order
Sep 17, 2023 bearish
Prediction Not checkable as stated
Dalio: World will experience radical disorder over the next five years
“I think that in the next five years, I think year by year, we're going to go through a time warp. You're going to see radical disorder in the next five years as each one of those things comes to path.”
Ray Dalio Sep 17, 2023 ▶ 23:20 All-In Summit: Ray Dalio on the rise and fall of nations and the changing world order
Sep 17, 2023 negative
Prediction Not checkable as stated
Dalio: Expect major financial, political, and tech turmoil by early 2025
“We're going to have an interesting two years between where we are now. And let's say, almost a few years, and let's say early, ah 2025, ok? And not just interesting because we're going to have unbelievable elections, and we'll see whether, how power, how we ca…”
Ray Dalio Sep 17, 2023 ▶ 38:20 All-In Summit: Ray Dalio on the rise and fall of nations and the changing world order
Jan 28, 2025 bearish
Prediction Not checkable as stated
Dalio: AI productivity gains won't arrive fast enough to solve US debt
“I don't think the profit impact and the financial impact on productivity is going to be nearly enough, near enough to deal with the supply demand issue that we now have.”
Ray Dalio Jan 28, 2025 ▶ 57:21 Ray Dalio: US Debt Spiral, How to Avoid Disaster | The All-In Interview
Jan 28, 2025 negative
Prediction Not checkable as stated
Dalio: U.S. states and global systems face major political fragmentation
“I think we're going to see fragmentation of states from the central government. I think you're going to see big fragmentation in the world, not just in the United States, on the failure to agree on Most things.”
Ray Dalio Jan 28, 2025 ▶ 58:34 Ray Dalio: US Debt Spiral, How to Avoid Disaster | The All-In Interview
Jan 28, 2025 bullish
Disclosure
Dalio: I hold Bitcoin as a diversifier, but I am a gold guy
“Yeah, I have some. Not, not nearly as much as gold. I'm, you know, that's kind of my diversifier. I try to find what are the, I have to have some, I'm, but I'm a gold guy much more than I am a Bitcoin guy.”
Ray Dalio Jan 28, 2025 ▶ 33:06 Ray Dalio: US Debt Spiral, How to Avoid Disaster | The All-In Interview
Mar 3, 2026 bearish
Prediction Not checkable as stated
Ray Dalio warns AI might eat itself by failing to generate profits
“It looks to me like AI basically is eating everything and it might eat itself. And what I mean by that is not produce adequate profits.”
Ray Dalio Mar 3, 2026 ▶ 43:37 Ray Dalio: "AI Is Eating Everything - and It Might Eat Itself"
Mar 3, 2026 neutral
Prediction Open · timeframe Nov 2026
Ray Dalio predicts Democrats will likely win the House midterm elections
“I think when we have, we're going to have the midterm elections, you're going to go past the midterm elections with probably that Democrats will take the house and be, and maybe, I don't know, it's going to be difficult. And you know what? Nobody can succeed b…”
Ray Dalio Mar 3, 2026 ▶ 39:31 Ray Dalio: "AI Is Eating Everything - and It Might Eat Itself"
Mar 3, 2026 bullish
Assertion Supported
Ray Dalio: Gold is the second-largest reserve currency held by central banks
“Gold is not a precious metal that's speculated on, like most people have come to think of it as. It is the most established money that, it's the second largest reserve currency that central banks hold.”
Ray Dalio Mar 3, 2026 ▶ 12:02 Ray Dalio: "AI Is Eating Everything - and It Might Eat Itself"
Mar 3, 2026 bullish
Insight
Ray Dalio advises investors to hold 5% to 15% in gold
“If you didn't know what gold was likely to do, and you had no view on gold, one should have between five and 15% of their portfolio in gold because of the fact of how it works with the other components.”
Ray Dalio Mar 3, 2026 ▶ 19:43 Ray Dalio: "AI Is Eating Everything - and It Might Eat Itself"
Mar 3, 2026 bearish
Prediction Open · timeframe Mar 2031
Ray Dalio predicts central banks will not buy or hold Bitcoin
“Central banks are not going to want to buy Bitcoin and being able to hold it.”
Ray Dalio Mar 3, 2026 ▶ 21:14 Ray Dalio: "AI Is Eating Everything - and It Might Eat Itself"
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