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by elefanten 1920 days ago
Got any links or sources to read up on this? Or any particular narratives you're referring? Asking out of curiosity
1 comments

You will not struggle to find Bridgewater/Dalio talking about the following themes: - The concept of "Debt cycles" (From Dalio's book "Principles for Navigating Big Debt Crises") - Interpretation of monetary policy effects on markets - Emerging markets (Mainly China) and the rise and fall of "reserve currencies"