Mirabaud Group’s Post

🌐 The Changing World Order: Insights from Ray Dalio 🌐 Just watched an insightful video by Ray Dalio, founder of Bridgewater Associates, on the historical rise and decline of empires and the principles for dealing with the changing world order. Here are some key takeaways: 1. Capitalist Approach: Empires, whether led by capitalist or communist ideologies, have historically followed a similar path in developing productive entrepreneurs. 2. Role of Capital Markets: The development of capital markets, including lending, bond, and stock markets, is crucial for converting savings into investments, fostering innovation, and sharing in the successes of economic growth. 3. Reserve Currency Advantage: Having a reserve currency provides significant advantages, allowing an empire to borrow more and fund its activities, but excessive borrowing can lead to financial bubbles. 4. Decline Indicators: Internal economic weakness, wealth gaps, and political conflicts often signal the decline of an empire. Excessive debt, coupled with economic downturns, can trigger a burst in the financial bubble. 5. Internal Conflict and Populism: Rising internal conflicts, fueled by wealth gaps and economic decline, can lead to political extremism and populism, challenging democratic structures. 6. External Threats: Weaknesses within an empire make it vulnerable to external challenges. Military spending to defend against rivals can strain finances, contributing to the decline. 7. Cycles and New Orders: Historical cycles show the rise and fall of empires, often followed by the establishment of new world orders. Economic, political, and military shifts are part of this natural progression. 🚀 What We Can Learn: Success requires earning more than we spend and treating each other well. By understanding these historical patterns, we can make wiser decisions individually and collectively. https://lnkd.in/gdpPMZFP 📚 Learn More: https://lnkd.in/g657rKHq #Economics #WorldOrder #RayDalio #Leadership #Finance #History #Insights

Gold vs. USD, factors influencing the strength of the USD, inflation re-acceleration, AI, & global markets – all this with Jens Nordvig today, Thursday 4/11 at 5pm ET. Register at www.getthinktanked.com #etfs #investing #ai #inflation #artificialintelligence #emergingmarkets #china #economy #globaleconomy #etfinvesting with the ETF Nerds Dan Weiskopf, Cinthia Murphy, Michael A. Gayed, CFA, Michael Venuto & David Dziekanski

This short video by Ray Dalio is one of my favorites when it comes to explaining basic economic principles and cycles. In it, Dalio explains that the economy can be broken down into three main forces: - Productivity Growth: The increase in output per unit of input, driven by improvements in efficiency, technology, and innovation over time. - Short-Term Debt Cycle: The economic cycle lasting 5-8 years, characterized by fluctuations in credit availability that influence spending, investment, and economic growth. - Long-Term Debt Cycle: The multi-decade cycle marked by the accumulation and eventual deleveraging of debt, impacting long-term economic stability and growth. Dalio explains that the economy is the sum of many transactions. A transaction involves a buyer exchanging cash OR credit with a seller for goods, services, or financial assets. Credit tends to be the most significant (and relied on) factor influencing the economy because it allows people to spend more than they earn, driving economic cycles. Because of this tendency, he highlights that central banks play a critical role in managing these cycles by controlling interest rates and the money supply. By adjusting these levers, central banks can influence borrowing and spending behaviors to stabilize the economy. Dalio concludes by emphasizing the importance of understanding these economic principles to make better decisions, whether as individuals, businesses, or policymakers. He asserts that the economy is not as complicated as it may seem and that by understanding the mechanics of the economic machine, we can navigate its cycles more effectively. Thought provoking to say the least. Happy Tuesday!

Happy Friday Everyone!🌟 Hope everyone is ready for an exciting #triplewitching today! Check out what's happening in the world #BeforetheOpen packed with news you need to stay ahead in the markets. 📊 Discover: Key market movements Major economic updates Trends shaping the market Expert analysis and predictions Don't miss out on the essential information that can help you make informed decisions. Stay on top of the latest developments and get a competitive edge. Wishing you a productive end to your week and a fantastic weekend! #Finance #MarketInsights #Investment #Macroeconomics #Equity #FixedIncome #Commodities #FX

In this quarter’s #marketperspectives, we discuss a behavioral #economics legend, #climatechange, and much more. Download here: https://lnkd.in/eNzPUUKG

Uncover the hidden dynamics of crony capitalism and central planning in 'Unveiling Economic Realities.' This eye-opening video reveals how these forces shape economies and societies. Don't miss out on this critical exploration! Read the post and subscribe free: https://rpb.li/T0tu #CronyCapitalism #EconomicReality

Uncover the hidden dynamics of crony capitalism and central planning in 'Unveiling Economic Realities.' This eye-opening video reveals how these forces shape economies and societies. Don't miss out on this critical exploration! Read the post and subscribe free: https://rpb.li/T0tu #CronyCapitalism #EconomicReality

Uncover the hidden dynamics of crony capitalism and central planning in 'Unveiling Economic Realities.' This eye-opening video reveals how these forces shape economies and societies. Don't miss out on this critical exploration! Read the post and subscribe free: https://rpb.li/T0tu #CronyCapitalism #EconomicReality

🗞️ Today - we launched our first ever Macro Chronicles newsletter. 🗓️ Each month, we plan on highlighting what's happening globally and sharing investment ideas with our community on how to take advantage of the chaos. 📕 Subscribe here: https://lnkd.in/epDRXCu7 #macro #investing #geopolitics #economics #finance #cycles #commodities #chaos #inflation #supply #demand *not investment advice*

As AI makes its way across the global economy, are we asking the right questions? WealthSource Chief Investment Officer, Christopher Shea, CFA, discusses this and more in this week's What Really Matters market commentary. Click to watch. https://lnkd.in/e-ynMA6q If you have questions about how anything he discusses affects your investments, reach out. #marketcommentary