Episode 310

MI186: Ray Dalio's Long-Term Debt Cycle (Mini-Episode)

Clay Finck chats about Ray Dalio’s thesis on the long-term debt cycle, why it’s important, and how investors can protect themselves during this macroeconomic environment.

The Intrinsic Value Podcast - The Investor’s Podcast Network

June 25, 202215m 1s

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Show Notes

IN THIS EPISODE, YOU’LL LEARN:

01:39 - What the long-term and short-term debt cycles are.
04:28 - Why credit has such a large impact on the economy.
04:28 - What the debt levels look like in the US.
09:52 - The four ways that a deleveraging event can occur.
09:52 - The most likely path to solve the United States' debt problem.
11:48 - How investors can protect themselves in this macroeconomic environment.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Ray Dalio’s video, How The Economic Machine Works.
Lyn Alden’s article, "Fixing" the Debt Problem.
Related episode: The Changing World Order with Ray Dalio - TIP410.
Related episode: Bitcoin, Long-Term Debt Cycles, & On-Chain Analysis w/ Dylan LeClair - MI150.
Check out our Investing Starter Packs about business and finance.

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