Ray Dalio, every mention
26 scenes · ← back to Ray Dalio
tap a year for its mentions
every year anyone Kip McDaniel 9Greg Jensen 5Damien Bisserier 5Josh Wolfe 4Alex Shahidi 4Matthew Granade 3Paul Johnson 2Ted Seides 1Stephen Gilmore 1Scott Bessent 1
Verbatim, from the transcripts: the passages where Ray Dalio comes up
Operator-Led Private Equity at Ethos - Erik Brooks (EP.504)
- ▶ 40:10 Eric Brooks Everything that we do at Ethos feeds into our data lake and is run through our knowledge graph in a very Dalio radical transparency kind of way.
Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)
- ▶ 49:33 Jon Glidden I don't know Ray quite as well, but I know a lot of people at Bridgewater.
Scott Bessent - Macro Maven (EP.415)
- ▶ 13:52 Scott Bessent All these CEOs and getting all this great exposure, and also getting great exposure, people like Leon Cooperman, Byron Wayne, Ray Dalio used to come in and sell us this newsletter.
George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)
- ▶ 46:48 George Mikulakis I think one of Dalio's philosophies that I very, very much like is
Gary Sernovitz - Inside the CIO Seat (EP.357)
- ▶ 32:59 Gary Sernovitz Well, that's the central question in life, finance, Ray Dalio in current headlines.
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 52:50 Josh Wolfe Their ability to execute and see the vision, they're super high signal, and so to attract more people like that, I surround myself with people like that, and then the messages that I have, I like to speak truth to power, and so whether… 2 times in the scene
Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)
- ▶ 4:44 Ted Seides Greg is the co-CIO of Bridgewater Associates, where he works alongside fellow co-CIOs Ray Dalio and Bob Prince at the hundred and fifty billion dollar systematic
- ▶ 8:55 Stephen Gilmore Everyone, or most people will know of Ray Dalio, who is quite a strong communicator.
- ▶ 18:00 Greg Jensen Ray had lost money in markets so consistently that he said, I better change the way I'm doing things, and started down this path of writing down his reasoning for every investment decision he was making.
- ▶ 54:20 Greg Jensen But to have been with somebody like Ray Dalio, who's my co-CIO and founder of Bridgewater, who pursued excellence his whole life incredibly, like super passionate about markets. 4 times in the scene
Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
- ▶ 12:06 Damien Bisserier He actually left an impression on Ray as well. 3 times in the scene
- ▶ 37:07 Damien Bisserier So we specifically look for managers that are their own largest investors, that close their strategies, that are not distracted by other businesses, that are terrified of losing money, because no matter how smart you are, this is one thing… 2 times in the scene
- ▶ 39:59 Alex Shahidi And I think a lot of it is what you describe as really being independent thinking and recognizing that low correlation is the, Ray Dalio calls it the holy grail of investing.
- ▶ 1:06:08 Alex Shahidi Yeah, I'd say either that or Ray Dalio's principles, which I've read multiple times. 3 times in the scene
Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22)
- ▶ 7:37 Matthew Granade And then about a year and a half in, I talked with Ray about kind of what I thought would be exciting and interesting to work on and 3 times in the scene
Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)
- ▶ 10:49 Daniel Adamson I worked for Ray, who is amongst the most unique and insightful human beings you could possibly come across.
Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
- ▶ 51:28 Dan Rasmussen I guess Ray Dalio's predicted 10 of the last three.
Kip McDaniel – How to Get an Allocator's Attention (Capital Allocators, EP.115)
- ▶ 19:21 Kip McDaniel They did a great job building a brand, so when we want to do videos with Henry Kravis or Ray Dalio, 2 times in the scene
- ▶ 25:31 Kip McDaniel If I'm writing this story of Ray Dalio's life, I know it fairly well, because I've read the book, and I've written many things on him. 6 times in the scene
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
- ▶ 53:37 Josh Wolfe You see me rail against Ray Dalio and Bridgewater, of which I've got a lot of skepticism.
- ▶ 1:10:06 Josh Wolfe You know, speaking what I believe about, whether it's, you know, Bridgewater or Dalio or Elon Musk, and, and, you know, that's gonna backfire at some point.
Anthony Scaramucci – It's Called a Mooch (Capital Allocators, EP.60)
- ▶ 51:48 Anthony Scaramucci And Ray Dalio's a couple years older than me, an Italian kid from Herrick's, obviously way more successful than me.
Clare Flynn Levy and Cameron Hight - Moneyball for Managers (Capital Allocators, EP.43)
- ▶ 35:25 Clare Flynn Levy Even just pitting them against other fund managers, there's low-hanging fruit, and all it takes is the will to face the truth, the sort of Ray Dalio approach about, like, mankind needs to be honest with itself about what works and what…
Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
- ▶ 44:09 Paul Johnson You know, Dahlia's idea, meritocracy, is exactly the same thing. 2 times in the scene
Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
- ▶ 54:36 Kip McDaniel Bridgewater was a very early player in that space, because I think Ray Dalio understood that these people were very sophisticated, and there's money coming into this system, and they need to put it to work.